Sacks: Huawei's Cloud Matrix networks 384 chips to match Nvidia rack performance
David Sacks · Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China · Nov 3, 2025 · at 1:03:48
David Sacks discusses how Chinese tech firm Huawei uses networking techniques to overcome hardware disadvantages resulting from U.S. chip sanctions.
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“Back in April Huawei launched a technology called Cloud Matrix in which they compensated for the fact that their chips individually are not as good as NVIDIA's chips by networking more of them together. So they took 384 of them. Now you use their prowess in networking to create, you know, this rack system, Cloud Matrix, and it was, Demonstrate to show that, you know, yes, NVIDIA chips are better, they're much more power efficient, but at the rack level, at the system level, you know Huawei could get the job done with these, you know, Ascend chips and Cloud Matrix.”
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