Huawei's clusters have close to 4x the ram as NVIDIAs, and TFLOPs is most relevant to training. Huawei has better interconnect technology than NVIDIA, but incompatible with H200s, and so for China/friends use, it's a much better package. Price/performance of 910 vs 5090 or 6000ada is much higher at single card level. The power cost/availability in China gives them much higher potential deployment rates. Chinese cloud rates tend to be lower than the same model on US clouds.
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