Core Insights - Huawei is set to unveil breakthrough technologies in AI at the 2025 AI Container Application Implementation and Development Forum, aimed at improving the efficiency of computing resource utilization [1] - The new technology is expected to enhance the utilization rate of GPU and NPU resources from the industry average of 30%-40% to 70%, significantly unlocking the potential of computing hardware [1] - This innovation will compete with Nvidia's acquisition of Israeli company Run:ai, which focuses on optimizing GPU resource utilization through software innovation [1][2] Group 1 - Huawei's new technology follows the "software compensating for hardware" approach, enabling unified resource management across different computing platforms, including Nvidia and Ascend [1] - The technology aims to "mask" hardware differences to provide more efficient resource support for AI training and inference [1] - The acquisition of Run:ai by Nvidia for $700 million (approximately 5.1 billion RMB) highlights the competitive landscape in AI resource management [1] Group 2 - In response to limitations in advanced processes and performance gaps in single-chip computing compared to foreign counterparts, Huawei is focusing on software innovation [2] - The Scale-up super-large-scale super-node computing platform, ranked first in Huawei's sixth "Top Ten Inventions" selection, exemplifies the company's strategy to compensate for single-chip performance shortcomings [2] - This platform utilizes a fully peer-to-peer interconnect architecture to create a shared memory pool, allowing flexible resource allocation based on task requirements [2]