Nvidia considers Huawei a serious challenge in AI-RAN 6G market

Nvidia not only sees Huawei as a major competitor in the AI chipset field but also a serious challenge in the AI-RAN 6G market. The US chipmaker’s executive revealed how the Chinese firm is gradually leading in the network and technological race.

Earlier, a GlobalData report revealed that Huawei is leading in the 5G RAN market for H1 2024. It seems the OEM will continue to be a major opponent in this game.

LightReading recently talked to Nvidia’s Head of Telecom Business, Ronnie Vasishta. During the interrogation, the host asked how the US company sees Huawei in the network segment. Detailing the competition, Ronnie said:

“If you look at some of the submissions for 3GPP that were made in Korea, and see the Huawei presentations, they’re very, very detailed, and I would say very forward-looking.”

Nvidia executive clued in to the Huawei AI-RAN 6G products that have the potential to offer double spectral efficiency. The Chinese OEM is eventually taking the fight between CANN and CUDA to the next level. Though it still has challenges to overcome.

Here,

• CANN: Compute Architecture for Neural Networks by Huawei for Ascend NPUs. It is an alternative to Nvidia CUDA for AI workloads on their Ascend products.
• CUDA: Compute Unified Device Architecture by Nvidia for general-purpose computing on GPUs.

Nvidia considers Huawei a serious challenge in AI-RAN 6G market (Image Credits: Huawei)

One of the biggest challenges for Huawei is to convince software developers outside China to choose CANN over CUDA, as Western countries have pushed it off the market. Yet, Nvidia considers Huawei a powerful competitor.

Ronnie adds that Nvidia sees Huawei becoming very advanced in this area. He said that even though the Chinese firm is phased out of many Western countries, one can’t deny the fact that it is a unique developer of both RAN and GPU technology.

Nvidia has now started teaming up with many European research institutes and government bodies to revamp spectral efficiency, integrated sensing + communications, and semantic communications. It is also focusing on 6G standardization.

Vasishta also adds that infusing AI in 6G could be a great help for the firm. It will help to initiate connectivity to billions of things and can utilize digital twin technology to simulate environments.

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