SemiAnalysis에서 중국 가속기가 쓸만하다는 web 문서를 발행했습니다. https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/ 번역합니다. Chrome 번역을 활용하고 손을 봅니다. Huawei AI CloudMatrix 384 – Nvidia GB200 NVL72에 대한 중국의 답변 풍부한 전력, 100% 광학, 0% 구리, 전력 비효율성, Watt당 2.6배 낮은 FLOP, chip당 14개 Transceiver, 선형 플러그형 광학(Linear Pluggable Optics) / April 16, 2025 / Dylan Patel, Daniel Nishball, Myron Xie, Patrick Zhou, Ivan Chiam, AJ Kourabi, Christopher Seifel and Doug O'Laughlin Table of Contents China has No Power Constraints, just Silicon Constraints How Many Ascend 910C and CloudMatrix 384 Can China Make? Huawei’s HBM Access Chinese Domestic Foundry Can Still Ramp CloudMatrix 384 System Architecture Similarities to DGX H100 NVL256 “Ranger” CloudMatrix384 Scale-Up Topology Estimates Subscriber Content Scale Up Optics and No Copper CloudMatrix 384 Scale Out Topology Estimates LPO Transceivers Chip Level System-level Power Budg...