Nvidia(US:NVDA) Shang Hai Zheng Quan Bao·2025-11-16 13:26Core Insights - Huawei is set to hold the 2025 AI Container Application Implementation and Development Forum next week, where it will unveil breakthrough technologies in the AI field aimed at improving computing resource utilization efficiency [1] - The new technology is expected to enhance the utilization rate of computing resources such as GPU and NPU from the industry average of 30%-40% to 70%, significantly unlocking the potential of computing hardware [1] - Huawei's technology aims to compete with Nvidia's acquisition of Israeli company Run:ai, focusing on software innovation to unify resource management across different computing platforms [1] Group 1 - Huawei's new technology follows the innovative approach of "software compensating for hardware," which is designed to optimize the utilization of computing resources [1] - The technology will provide more efficient resource support for AI training and inference by "masking" hardware differences among various computing resources [1] - Nvidia announced the acquisition of Run:ai for $700 million, which focuses on optimizing GPU resource utilization through a software platform built on Kubernetes [1] Group 2 - In the context of limitations in advanced processes and performance gaps in single-chip computing compared to foreign counterparts, Huawei is focusing on software innovation to compensate for deficiencies in chip technology [2] - The Scale-up ultra-large-scale super-node computing platform, ranked first in Huawei's sixth "Top Ten Inventions" selection, exemplifies the use of system architecture and interconnection technology to address single-chip performance shortcomings [2] - This invention allows heterogeneous parallel processors, CPUs, memory, and storage within super-nodes to form a fully peer-to-peer interconnection architecture, enabling flexible resource allocation based on task requirements [2]