Stefan Mileschin

As Apple settled with Imagination

Huawei, for the most part, relies on ARM IP. It uses the ARM Cortex CPU and Mali GPU cores for its SoCs. The company has high AI aspirations with its Ascend series of chips. Now recent rumors point out that the Chinese giant is setting up a GPU research center in South Korea and focuses on AI and datacenter.

What we can add is that just off Nvidia campus in Santa Clara, Huawei has had its offices for several years. I noticed that going for a meeting at Nvidia campus and such an occurrence triggered the idea that this is more than just pure coincidence. Traditionally big giants set up offices in the places where there is most talent.

To give you an example, Samsung would set up massive CPU operation in Austin (now dissolved), very close to AMD and Texas Instruments, because the talent is there. Apple also has a significant presence in Austin. Nvidia has a few people too, and AMD has a large office in Santa Clara too. Nuvia also set up offices in both Austin and Toronto (ex ATI now AMD talent). You get the common theme.

Now South Korea is a place where a lot of Samsung and LG talent is concentrated, and these would be primary targets for Huawei. There is a lot of manufacturing talent in South Korea too, and one imagines that Huawei opening a significant operation in Tawain is unlikely due to ties with the government.

https://fudzilla.com/news/ai/50644-h...g-on-an-ai-gpu