AI 导读
Epoch AI 估算，即便华为今年出货 150 万台，其 AI 算力产出约 0.9M H100-equivalents，不足英伟达 23M 的 4%。按最有利于华为的估算，这一比例也只有约 6%。图表给出的 90% 置信区间为华为 Ascend 0.6M 至 1.2M、英伟达 19M 至 29M H100-equivalents。
正文
Even if Huawei ships 1.5 million units this year, its output is less than 4% of the compute we estimate Nvidia will ship: roughly 0.9 million H100-equivalents against Nvidia's 23 million. Even under the most favorable estimates for Huawei, it is around 6%. https://t.co/Y7PkkPYVXd
来源：@EpochAIResearch · x.com