中国华为公司表示美国夸大其芯片制造能力

Huawei’s founder said the US was exaggerating the Chinese chipmaker’s capabilities and played down his company’s technology amid trade talks between Beijing and Washington that include discussions of export controls.
华为创始人表示，美国夸大了这家中国芯片制造商的能力，并在中美贸易谈判中淡化了其公司的技术实力，此次谈判涉及出口管制议题。

In a rare interview with China’s state-run People’s Daily on Tuesday, Ren Zhengfei said Huawei’s Ascend chip, the main rival to Nvidia’s products in China, “still lags behind the US by one generation”. He added that the “US has exaggerated Huawei’s capabilities — we’re not that strong yet”.
在周二接受中国官方媒体《人民日报》的罕见采访中，任正非表示，华为昇腾芯片（英伟达产品在中国的主要竞争对手）"仍落后美国一代"。他补充说："美国夸大了华为的能力——我们还没有那么强大"。

Ren’s comments come as Nvidia chief executive Jensen Huang has sounded the alarm in recent weeks on Huawei’s progress with its artificial intelligence chips, saying Washington’s limits on the US chipmaker selling to China have given rise to a “formidable” competitor that threatens to undermine American dominance of AI technology.
任正非发表此番言论之际，英伟达首席执行官黄仁勋近几周就华为人工智能芯片的进展发出警告，称华盛顿对美国芯片制造商向中国销售的限制催生了一个"强大"的竞争对手，可能威胁美国在人工智能技术领域的主导地位。

The US and China began a new round of trade talks on Monday in London, which included discussion of Washington’s export controls on key technology.
美中两国周一在伦敦开启新一轮贸易谈判，议题包括华盛顿对关键技术的出口管制措施。

During the first round of talks in Geneva, the US did not discuss export controls. However, Beijing’s recent use of restrictions on some critical rare earths and minerals used in car manufacturing — which threatens to shut down factory lines in the US, Europe and Japan — has brought the issue into trade discussions.
在日内瓦举行的首轮谈判中，美国并未讨论出口管制问题。但北京近期对汽车制造所需关键稀土和矿物实施限制的举措——此举可能导致美欧日工厂停产——使得该议题被纳入贸易谈判。

Huawei has benefited from Washington’s ban on shipments of Nvidia chips to China as Chinese tech giants have accelerated purchases of Ascend chips and made preparations to adopt Huawei’s technology.
由于中国科技巨头加速采购昇腾芯片并筹备采用华为技术，美国禁止英伟达向中国发货芯片的禁令反而使华为受益。

Still, the majority of Chinese AI companies, including DeepSeek, use Nvidia chips to train the large language models that power AI tools. Domestic alternatives are increasingly used for the less complex task of calling upon the models to generate responses in tools such as chatbots.
不过包括深度求索在内的中国多数 AI 公司仍使用英伟达芯片训练支撑 AI 工具的大语言模型。国内替代产品越来越多地被用于调用模型生成回复等复杂度较低的任务，例如在聊天机器人中的应用。

Analysts and Huawei researchers have previously complained about technical glitches in using the company’s chips for training LLMs, citing difficulty in making the chips work together and distributing computing workloads across them.
分析师和华为研究人员此前曾抱怨该公司芯片在训练 LLMs 时存在技术故障，指出难以实现芯片协同工作及跨芯片分配计算负载。

Ren on Tuesday hinted the company had made strides to resolve these issues, saying Huawei could “compensate” for poorer performance through cluster computing, which involves linking multiple chips to boost AI server power.
任正非周二暗示公司已取得突破性进展解决这些问题，表示华为可通过集群计算"弥补"性能不足——该技术通过连接多个芯片来提升 AI 服务器算力。

“Using clustering and stacking, our computing results are comparable to the world’s best,” he said.
"通过集群和堆叠技术，我们的运算结果可与全球最优水平媲美。"他说道。

Huawei’s new CloudMatrix 384 AI server is the centrepiece of its strategy to compete with Nvidia by assembling a large number of chips to bolster bandwidth capacity and handle more data. The server connects 384 AI processors using Huawei’s optical technology.
华为新款 CloudMatrix 384 AI 服务器是其对抗英伟达战略的核心，该方案通过集成大量芯片来增强带宽容量与数据处理能力。该服务器采用华为光技术连接了 384 个 AI 处理器。

Several Huawei customers are already testing the CloudMatrix server, working with the company’s engineers to resolve issues related to the heat generated by the large number of chips operating in unison and the machine's weight, said a person involved in the testing.
多家华为客户已开始测试 CloudMatrix 服务器，并与该公司工程师合作解决因大量芯片协同运行产生的热量及设备重量相关问题，一位参与测试的人士透露。

Huawei’s biggest challenge was creating “an ecosystem” of developers that will use its platform to build AI models, the person added. One of Nvidia’s advantages is its software platform Cuda, which developers say is easy to use.
该人士补充称，华为面临的最大挑战是建立开发者"生态系统"，吸引开发者使用其平台构建 AI 模型。英伟达的优势之一在于其软件平台 Cuda，开发者普遍认为该平台易于使用。

Ren said Huawei was investing Rmb180bn ($25bn) a year on research and development, with Rmb60bn going into basic research not aimed at developing products but making breakthrough discoveries.
任正非表示华为每年投入 1800 亿元人民币（约合 250 亿美元）用于研发，其中 600 亿元用于不直接面向产品开发的基础研究，旨在实现突破性发现。

Ren said China had distinct advantages when building out its technological capabilities.
任正非表示，中国在构建技术能力方面具有独特优势。

“AI depends on abundant electricity and advanced network infrastructure,” he said. “China’s power generation and grid systems are world-class. Our telecoms infrastructure is the most advanced in the world.”
人工智能发展依赖充足的电力供应和先进的网络基础设施，"他指出，"中国的发电和电网系统处于世界领先水平，电信基础设施更是全球最先进的。

Additional reporting by Demetri Sevastopulo in Washington
华盛顿德米特里·塞瓦斯托普洛补充报道