A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China (SemiAnalysis)
SemiAnalysis: A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China — No comments on Huawei AI CloudMatrix 384 - China's Answer to Nvidia GB200 NVL72 — China has No Power Constraints, just Silicon Constraints


SemiAnalysis:
A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China — No comments on Huawei AI CloudMatrix 384 - China's Answer to Nvidia GB200 NVL72 — China has No Power Constraints, just Silicon Constraints