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Okay, so everybody knows Huawei, right?

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Like they make smartphones, but get this,

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they're jumping into the world of GPUs.

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Wow.

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Those chips that power everything

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from like the sickest video games

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to like crazy complex AI.

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Yeah.

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We're talking about like going right after the biggest name

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in the business in Vidya.

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It's definitely a big move for sure.

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So I don't think most people really understand

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like what a GPU is.

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Right.

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Can you break that down for us?

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Yeah, so GPU stands for Graphics Processing Unit.

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And it's basically the brains behind all visual computing.

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Okay.

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So when you're looking at those like crazy graphics

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and video games, it's the GPU that's doing all the heavy lifting.

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Oh, okay.

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But it's not just games anymore.

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Yeah.

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GPUs are also becoming super important for things like AI

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and machine learning, which are like changing the game

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in so many different industries.

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Okay, so speaking of changing the game,

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and Vidya has been on top for a while now.

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Yeah, they've been the king for a while.

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So what's their secret?

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Well, I think it's a few things.

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Okay.

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They make super powerful hardware.

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Right.

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But they've also built this incredible software ecosystem

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around it.

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Okay.

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It's like, think of it like this,

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like imagine you buy a super car.

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Okay.

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But there are no roads to drive it on.

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That's what it would be like to have a GPU

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without like good software to support it.

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So for example, in Vidya has this platform called CUDA.

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Right.

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And it's become like the industry standard

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for a lot of developers working in like AI

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or scientific computing.

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Yeah, CUDA, that sounds familiar.

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I've heard that before.

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Yeah.

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So is Huawei trying to make like their own version of CUDA?

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Well, not exactly.

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Okay.

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I don't think they're gonna like directly compete

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with Nvidia's ecosystem.

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Instead, they're kind of focusing on specific areas

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where they see a chance to do something different.

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So like picking their battles.

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Yeah, exactly.

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Instead of trying to win the whole war.

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Exactly.

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They're looking at it saying,

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okay, where can we make a difference?

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Where can we offer something unique?

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Got it.

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And one of those areas is in training large scale AI models.

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Okay, so break that down for me.

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So think of those like huge AI models

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that power like self-driving cars

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or that analyze medical images.

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Right.

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Those models need massive amounts of data

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and processing power to train.

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Okay.

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And that's where Huawei is trying to make a splash

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with their new GPU.

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Oh, okay.

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The Ascend 920C.

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Okay, so let's get into this Ascend 920C.

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Okay.

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What's the deal?

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Is it just another GPU or are they doing something

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like totally radical with this?

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Well, this is where it gets really interesting.

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Okay.

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They actually designed this whole new architecture

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from the ground up,

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specifically optimized for like AI and machine learning.

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Wow.

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It's like they built a Formula One race car

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for the AI track.

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Okay.

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While Nvidia is still using like a modified street car.

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Got it.

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Both can get around the track,

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but the race car is designed for pure speed and efficiency.

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Okay, I love that analogy.

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So it's not just about raw power,

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it's about using that power efficiently for the right task.

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Exactly.

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Okay.

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And the early benchmarks suggest

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that's Huawei might be onto something.

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They're saying the Ascend 920C can handle

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these massive AI workloads much faster

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than Nvidia's top chips.

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Hold on.

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Are you saying they're saying they can beat Nvidia

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in the area where Nvidia is supposed to be the...

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That's exactly what they're saying.

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Whoa.

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And some early tests seem to back it up.

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Really?

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Of course we'll need to see more tests

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in like real world applications.

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Sure.

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To know for sure, but it's definitely a big statement.

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Yeah.

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That's definitely getting people's attention.

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For sure.

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Okay.

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So, but let's talk about the elephant in the room here.

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Sure.

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The US sanctions against Huawei.

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Yeah.

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Like how are they making cutting edge chips

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like this with those restrictions in place?

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I mean, it's a real testament to their commitment

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to innovation.

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Yeah.

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Even with all these challenges,

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they've been investing heavily in chip manufacturing,

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develop on their own technologies

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to not have to rely on foreign suppliers.

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Though they're not just competing in the GPU market.

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They're trying to become more self-sufficient.

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Yeah.

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It's a multi-layered story for sure.

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Yeah.

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And it's impressive that they can develop

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this level of technology while dealing with all that.

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It really is.

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Yeah.

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Okay.

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So we've talked about AI, but what about gaming?

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Are they going after Nvidia's GeForce line too?

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Well, their main focus is AI for sure.

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Okay.

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But they're not ignoring gamers.

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Okay.

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The Ascent 920C has some cool features for gaming.

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Okay.

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Like AI powered rendering.

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Hmm.

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That could make visuals even better.

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Hold on.

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Are they saying they can make games look better

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than Nvidia's RTX cards?

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Well, they're definitely hinting at that.

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They're talking about using AI to create

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more realistic lighting and shadows and reflections.

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Okay.

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And even generate like whole scenes or characters

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in real time.

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Okay.

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Now that is straight out of a sci-fi movie, AI

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creating game worlds in real time.

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Pretty wild.

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That's crazy.

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Yeah.

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But let's be real here.

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Yeah.

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They're entering a market where everyone knows Nvidia.

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Right.

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Like gamers are loyal to their brands.

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Yeah.

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How are they going to break through?

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Well, they're taking a page from their smartphone playbook.

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Okay.

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How so?

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Focusing on affordability.

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Oh, okay.

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They're aiming to offer similar performance

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to Nvidia's high-end GPUs.

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Okay.

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But at a much lower price.

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So like the bang for your buck approach.

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Exactly.

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Appealing to gamers who want the best performance

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but don't want to spend a fortune.

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Exactly.

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And that worked really well for them with smartphones.

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It did.

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It'll be interesting to see if it works in the gaming world.

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Yeah, for sure.

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I'm already seeing how this could shake things up.

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Definitely.

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But there's so much more to this story.

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We've only stretched the surface.

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Yeah, for sure.

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Like what happens if hallway actually challenges

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Nvidia's dominance?

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What does that mean for the whole tech world?

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That's a great question.

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Yeah.

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And that's exactly what we're going to explore

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in part two of this deep dive.

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Okay.

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I'm hooked.

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This is already one of the most interesting deep dives

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we've done.

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I think so too.

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So listeners get ready to go even deeper

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into the world of GPUs and AI.

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It definitely.

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And global tech rivalries in part two.

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It's going to be.

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We'll be right back.

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Okay, so we're back and ready to keep digging

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into this whole Huawei GPU thing.

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Last time we were talking about like what happens

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if they actually challenge Nvidia.

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Right.

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What could that mean for the whole tech world?

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Yeah, that's the big question, isn't it?

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Yeah, it is.

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It's kind of like dropping a pebble in a pond.

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The ripple spread out and the effects can be felt

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like way beyond that initial impact.

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So where do we even start?

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Well, one of the most immediate things would be

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like the effect on the industry itself.

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Okay.

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Like more competition is almost always a good thing

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for consumers.

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Yeah, like that saying, a rising tide lifts all boats.

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Exactly.

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Everyone wins when there's good competition.

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Right.

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And especially in tech where everything's changing so fast.

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Yeah.

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That competition is what keeps pushing the boundaries

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of what's possible.

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But it's not just out like faster chips and cheaper prices.

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No, definitely not.

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There's a bigger picture here,

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especially with like all the geopolitics involved.

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Absolutely.

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Huawei's pushed to make their own chips and AI hardware.

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Right.

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It's all part of China's big plan to become a leader in tech.

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Right.

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So if Huawei wins, it's a win for China too.

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Yeah, you could definitely see it that way.

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And that's kind of freaking out the US

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and other Western countries.

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Really?

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Yeah, they see Huawei's success as a threat

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to their own tech dominance.

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So this is about more than just like money in market share.

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Oh yeah.

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It's like a tech arms race.

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It's definitely got that element to it for sure.

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Wow.

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Control over these technologies is super important these days.

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Right.

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It affects everything from national security

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to like how competitive a country is economically.

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This is starting to sound like a spy movie or something.

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It is pretty wild.

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Okay, but let's zoom out for a second

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and think about the average person.

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Okay.

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How does all this affect like our everyday lives?

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Well, on the one hand,

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it could lead to some amazing advancements

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that benefit everyone.

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Okay, like what?

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Like imagine faster medical breakthroughs.

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Okay.

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More efficient transportation systems.

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Right.

284
00:07:19,320 --> 00:07:21,760
Or even like personalized education

285
00:07:21,760 --> 00:07:23,920
toiler to how you learn best.

286
00:07:23,920 --> 00:07:25,520
Okay, that sounds amazing.

287
00:07:25,520 --> 00:07:27,120
Personalized education.

288
00:07:27,120 --> 00:07:27,960
Yeah.

289
00:07:27,960 --> 00:07:28,800
Sign me up.

290
00:07:28,800 --> 00:07:31,080
But of course there are always potential downsides.

291
00:07:31,080 --> 00:07:32,640
Right, like what?

292
00:07:32,640 --> 00:07:36,040
One of the big worries is like jobs being replaced by AI.

293
00:07:36,040 --> 00:07:37,480
Yeah, I've heard about that.

294
00:07:37,480 --> 00:07:39,040
Like AI taking over jobs.

295
00:07:39,040 --> 00:07:41,200
Yeah, as AI gets more sophisticated,

296
00:07:41,200 --> 00:07:43,920
it could start doing a lot of the jobs that people do now.

297
00:07:43,920 --> 00:07:45,840
And it's not just like factory jobs

298
00:07:45,840 --> 00:07:47,120
or truck drivers, right?

299
00:07:47,120 --> 00:07:47,960
No, not at all.

300
00:07:47,960 --> 00:07:50,880
AI is already being used in like finance and law.

301
00:07:50,880 --> 00:07:51,720
Exactly.

302
00:07:51,720 --> 00:07:52,560
Wow.

303
00:07:52,560 --> 00:07:54,680
And that raises all sorts of ethical questions.

304
00:07:54,680 --> 00:07:55,520
Like what?

305
00:07:55,520 --> 00:07:58,160
Like how do we make sure AI is used ethically?

306
00:07:58,160 --> 00:07:59,000
Right.

307
00:07:59,000 --> 00:08:01,040
And doesn't just make existing inequalities worse.

308
00:08:01,040 --> 00:08:01,880
Yeah.

309
00:08:01,880 --> 00:08:03,040
How do we protect people's privacy?

310
00:08:03,040 --> 00:08:03,880
Right.

311
00:08:03,880 --> 00:08:05,160
Make sure their data isn't being misused.

312
00:08:05,160 --> 00:08:06,640
These are big questions.

313
00:08:06,640 --> 00:08:07,480
They are.

314
00:08:07,480 --> 00:08:09,000
And we need to be thinking about them now.

315
00:08:09,000 --> 00:08:09,840
Absolutely.

316
00:08:09,840 --> 00:08:11,080
Not waiting until it's too late.

317
00:08:11,080 --> 00:08:12,920
We need to have these conversations now.

318
00:08:12,920 --> 00:08:13,760
Yeah.

319
00:08:13,760 --> 00:08:16,200
And we need to have everyone ethicists, policy makers,

320
00:08:16,200 --> 00:08:17,040
the public.

321
00:08:17,040 --> 00:08:18,160
So it's not just about the technology.

322
00:08:18,160 --> 00:08:20,080
It's about the impact it has on society.

323
00:08:20,080 --> 00:08:20,920
Exactly.

324
00:08:20,920 --> 00:08:21,760
OK.

325
00:08:21,760 --> 00:08:23,200
And one thing I find really interesting

326
00:08:23,200 --> 00:08:25,400
is what this could mean for scientific research.

327
00:08:25,400 --> 00:08:26,240
OK.

328
00:08:26,240 --> 00:08:29,000
Like if powerful GPUs become more affordable,

329
00:08:29,000 --> 00:08:32,440
it could give smaller research labs and universities

330
00:08:32,440 --> 00:08:35,360
the ability to do groundbreaking experiments,

331
00:08:35,360 --> 00:08:38,680
analyze huge data sets that they couldn't access before.

332
00:08:38,680 --> 00:08:41,120
So it could actually make scientific discovery

333
00:08:41,120 --> 00:08:42,680
more accessible to everyone.

334
00:08:42,680 --> 00:08:43,520
Exactly.

335
00:08:43,520 --> 00:08:45,120
It's like giving everyone the tools

336
00:08:45,120 --> 00:08:46,440
to explore the universe.

337
00:08:46,440 --> 00:08:47,480
I love that idea.

338
00:08:47,480 --> 00:08:47,800
Yeah.

339
00:08:47,800 --> 00:08:48,360
It's exciting.

340
00:08:48,360 --> 00:08:48,640
OK.

341
00:08:48,640 --> 00:08:50,120
But let's get back to Huawei for a minute.

342
00:08:50,120 --> 00:08:50,360
OK.

343
00:08:50,360 --> 00:08:52,240
They have a long way to go if they really

344
00:08:52,240 --> 00:08:53,360
want to take on Nvidia.

345
00:08:53,360 --> 00:08:54,280
Yeah, they do.

346
00:08:54,280 --> 00:08:56,480
What are the biggest challenges they face?

347
00:08:56,480 --> 00:08:57,960
Well, like we talked about before,

348
00:08:57,960 --> 00:08:59,840
the US sanctions are a huge obstacle.

349
00:08:59,840 --> 00:09:00,200
Right.

350
00:09:00,200 --> 00:09:01,200
They're still in place.

351
00:09:01,200 --> 00:09:01,360
Yeah.

352
00:09:01,360 --> 00:09:03,560
They've found ways to work around them.

353
00:09:03,560 --> 00:09:06,680
But it's a constant struggle to get the components they need.

354
00:09:06,680 --> 00:09:07,320
Yeah.

355
00:09:07,320 --> 00:09:09,040
And the manufacturing capacity.

356
00:09:09,040 --> 00:09:09,320
Right.

357
00:09:09,320 --> 00:09:11,600
It's like running a marathon with weights on your ankles.

358
00:09:11,600 --> 00:09:12,280
Exactly.

359
00:09:12,280 --> 00:09:14,320
But even if they get past that, they still

360
00:09:14,320 --> 00:09:17,440
have to build a whole ecosystem around their GPUs.

361
00:09:17,440 --> 00:09:18,280
That's exactly right.

362
00:09:18,280 --> 00:09:21,160
Like Nvidia's success isn't just about their hardware.

363
00:09:21,160 --> 00:09:21,480
Nope.

364
00:09:21,480 --> 00:09:23,680
It's about everything they've built around it.

365
00:09:23,680 --> 00:09:23,920
Right.

366
00:09:23,920 --> 00:09:26,360
The software, the developers, the partnership.

367
00:09:26,360 --> 00:09:27,640
It's a huge advantage for Nvidia.

368
00:09:27,640 --> 00:09:28,240
Yeah.

369
00:09:28,240 --> 00:09:30,360
And Huawei needs to figure out how to catch up.

370
00:09:30,360 --> 00:09:32,520
So they need to make great hardware,

371
00:09:32,520 --> 00:09:35,200
but also convince developers and gamers

372
00:09:35,200 --> 00:09:36,560
to use their platform.

373
00:09:36,560 --> 00:09:37,280
The tall order.

374
00:09:37,280 --> 00:09:38,760
It sounds like a huge challenge.

375
00:09:38,760 --> 00:09:39,080
It is.

376
00:09:39,080 --> 00:09:41,800
But Huawei is known for being pretty tenacious.

377
00:09:41,800 --> 00:09:42,360
They are.

378
00:09:42,360 --> 00:09:43,960
They've surprised people before.

379
00:09:43,960 --> 00:09:44,200
Yeah.

380
00:09:44,200 --> 00:09:45,520
So I wouldn't count them out.

381
00:09:45,520 --> 00:09:46,640
Never underestimate them.

382
00:09:46,640 --> 00:09:46,880
OK.

383
00:09:46,880 --> 00:09:49,240
So let's shift gears a bit and talk about gaming.

384
00:09:49,240 --> 00:09:49,680
OK.

385
00:09:49,680 --> 00:09:53,520
We've talked about some of the features of the SN920C.

386
00:09:53,520 --> 00:09:57,240
But can they really compete with Nvidia and AMD

387
00:09:57,240 --> 00:09:58,600
in the gaming world?

388
00:09:58,600 --> 00:09:58,800
Yeah.

389
00:09:58,800 --> 00:10:00,720
That's the big question for gamers, isn't it?

390
00:10:00,720 --> 00:10:01,000
Yeah.

391
00:10:01,000 --> 00:10:02,560
The specs look good on paper.

392
00:10:02,560 --> 00:10:03,240
OK.

393
00:10:03,240 --> 00:10:04,720
But the gaming world is tough.

394
00:10:04,720 --> 00:10:05,200
Right.

395
00:10:05,200 --> 00:10:06,360
Gamers are passionate.

396
00:10:06,360 --> 00:10:06,840
Yeah.

397
00:10:06,840 --> 00:10:08,000
And they expect a lot.

398
00:10:08,000 --> 00:10:08,960
High standards.

399
00:10:08,960 --> 00:10:09,280
Yeah.

400
00:10:09,280 --> 00:10:11,280
When it comes to performance and graphics

401
00:10:11,280 --> 00:10:12,920
and just the whole experience.

402
00:10:12,920 --> 00:10:15,920
So what does Huawei need to do to win over gamers?

403
00:10:15,920 --> 00:10:17,000
It's a tricky balance.

404
00:10:17,000 --> 00:10:17,200
OK.

405
00:10:17,200 --> 00:10:18,560
Obviously performance is key.

406
00:10:18,560 --> 00:10:19,000
Right.

407
00:10:19,000 --> 00:10:21,800
Gamers want smooth frame rates and amazing visuals.

408
00:10:21,800 --> 00:10:22,640
Yeah.

409
00:10:22,640 --> 00:10:23,400
And no lag.

410
00:10:23,400 --> 00:10:26,160
But it's also about the whole package, the software,

411
00:10:26,160 --> 00:10:28,520
the drivers, the community, the games.

412
00:10:28,520 --> 00:10:29,160
All of that matters.

413
00:10:29,160 --> 00:10:30,680
It's not just about the specs.

414
00:10:30,680 --> 00:10:30,920
Nope.

415
00:10:30,920 --> 00:10:33,840
It's about how it all comes together in the actual game.

416
00:10:33,840 --> 00:10:34,360
Exactly.

417
00:10:34,360 --> 00:10:36,720
And that's where Huawei has a tough road ahead.

418
00:10:36,720 --> 00:10:37,080
Yeah.

419
00:10:37,080 --> 00:10:39,480
Nvidia and AMD have a huge head start.

420
00:10:39,480 --> 00:10:39,840
Right.

421
00:10:39,840 --> 00:10:41,600
They spent years building relationships

422
00:10:41,600 --> 00:10:44,080
with game developers, optimizing their drivers,

423
00:10:44,080 --> 00:10:45,760
building a loyal fan base.

424
00:10:45,760 --> 00:10:46,880
It's going to be hard to catch up.

425
00:10:46,880 --> 00:10:48,600
So how do they even start?

426
00:10:48,600 --> 00:10:50,000
Well, they're trying to be strategic.

427
00:10:50,000 --> 00:10:50,240
OK.

428
00:10:50,240 --> 00:10:50,760
How so?

429
00:10:50,760 --> 00:10:53,360
One thing they're doing is partnering with game developers.

430
00:10:53,360 --> 00:10:53,840
OK.

431
00:10:53,840 --> 00:10:56,160
Giving them incentives to optimize their games

432
00:10:56,160 --> 00:10:57,480
for Huawei's hardware.

433
00:10:57,480 --> 00:10:57,840
OK.

434
00:10:57,840 --> 00:11:00,640
They're also investing in their own gaming ecosystem,

435
00:11:00,640 --> 00:11:03,080
making tools and resources for developers

436
00:11:03,080 --> 00:11:05,520
to make it easier to bring games to their platform.

437
00:11:05,520 --> 00:11:08,000
So trying to make it easy for developers to work with them.

438
00:11:08,000 --> 00:11:08,440
Exactly.

439
00:11:08,440 --> 00:11:10,400
But what about the gamers themselves?

440
00:11:10,400 --> 00:11:10,520
Right.

441
00:11:10,520 --> 00:11:12,120
How are they going to attract players?

442
00:11:12,120 --> 00:11:13,480
Well, they're focusing on two things.

443
00:11:13,480 --> 00:11:13,880
OK.

444
00:11:13,880 --> 00:11:14,760
Affordability.

445
00:11:14,760 --> 00:11:15,240
Right.

446
00:11:15,240 --> 00:11:16,280
And innovation.

447
00:11:16,280 --> 00:11:16,680
OK.

448
00:11:16,680 --> 00:11:18,440
Like we talked about before, they're

449
00:11:18,440 --> 00:11:22,920
aiming to offer similar performance to Nvidia and AMD,

450
00:11:22,920 --> 00:11:23,880
but at a lower price.

451
00:11:23,880 --> 00:11:24,520
OK.

452
00:11:24,520 --> 00:11:27,560
And they're also really pushing the AI-powered features.

453
00:11:27,560 --> 00:11:27,880
Yeah.

454
00:11:27,880 --> 00:11:30,160
Promising more realistic graphics,

455
00:11:30,160 --> 00:11:31,840
a more immersive experience.

456
00:11:31,840 --> 00:11:32,320
Right.

457
00:11:32,320 --> 00:11:35,160
Even new ways to play games using AI.

458
00:11:35,160 --> 00:11:37,800
So they're trying to appeal to both budget-conscious gamers

459
00:11:37,800 --> 00:11:39,720
and the hardcore enthusiasts.

460
00:11:39,720 --> 00:11:40,360
Exactly.

461
00:11:40,360 --> 00:11:41,640
Trying to cover all the bases.

462
00:11:41,640 --> 00:11:43,040
It's a bold strategy.

463
00:11:43,040 --> 00:11:43,480
It is.

464
00:11:43,480 --> 00:11:44,880
We'll have to see if it pays off.

465
00:11:44,880 --> 00:11:45,520
Time will tell.

466
00:11:45,520 --> 00:11:47,040
But they're definitely shaking things up.

467
00:11:47,040 --> 00:11:47,480
Oh, yeah.

468
00:11:47,480 --> 00:11:49,160
We'll be keeping an eye on this, for sure.

469
00:11:49,160 --> 00:11:49,840
Definitely.

470
00:11:49,840 --> 00:11:50,080
OK.

471
00:11:50,080 --> 00:11:52,920
So beyond the marketing and the hype,

472
00:11:52,920 --> 00:11:56,400
what are the real implications of Huawei entering

473
00:11:56,400 --> 00:11:57,360
the gaming market?

474
00:11:57,360 --> 00:11:57,680
Yeah.

475
00:11:57,680 --> 00:12:00,680
Could this really change the whole gaming landscape?

476
00:12:00,680 --> 00:12:02,760
I think that's what's so fascinating about this.

477
00:12:02,760 --> 00:12:03,080
Yeah.

478
00:12:03,080 --> 00:12:04,800
It's not just a new GPU.

479
00:12:04,800 --> 00:12:05,320
Right.

480
00:12:05,320 --> 00:12:07,920
It's about how it could change the way

481
00:12:07,920 --> 00:12:09,800
we play and experience games.

482
00:12:09,800 --> 00:12:11,560
So it's not just about better graphics.

483
00:12:11,560 --> 00:12:11,840
Nope.

484
00:12:11,840 --> 00:12:14,200
It's about the evolution of gaming itself.

485
00:12:14,200 --> 00:12:14,920
Exactly.

486
00:12:14,920 --> 00:12:15,760
Wow.

487
00:12:15,760 --> 00:12:17,520
And that's what we'll be exploring in part three

488
00:12:17,520 --> 00:12:18,480
of this deep dive.

489
00:12:18,480 --> 00:12:19,000
OK.

490
00:12:19,000 --> 00:12:21,680
We'll look at how Halle's Tech could actually

491
00:12:21,680 --> 00:12:23,440
change the future of gaming.

492
00:12:23,440 --> 00:12:24,640
I'm excited to do this.

493
00:12:24,640 --> 00:12:25,000
Yeah.

494
00:12:25,000 --> 00:12:25,280
OK.

495
00:12:25,280 --> 00:12:27,160
So listeners, get ready to level up

496
00:12:27,160 --> 00:12:28,440
your understanding of gaming.

497
00:12:28,440 --> 00:12:29,000
For sure.

498
00:12:29,000 --> 00:12:33,520
As we continue our deep dive into Huawei's GPU revolution.

499
00:12:33,520 --> 00:12:33,800
OK.

500
00:12:33,800 --> 00:12:36,800
So we're back, and it's time for the final part of our deep

501
00:12:36,800 --> 00:12:39,040
dive into Huawei's GPU ambitions.

502
00:12:39,040 --> 00:12:39,280
Yeah.

503
00:12:39,280 --> 00:12:41,000
We've covered a lot like the tech specs,

504
00:12:41,000 --> 00:12:42,400
the whole China US thing.

505
00:12:42,400 --> 00:12:43,200
Right.

506
00:12:43,200 --> 00:12:45,000
But now let's talk about gaming.

507
00:12:45,000 --> 00:12:45,280
Yeah.

508
00:12:45,280 --> 00:12:46,840
You know, it's what I'm most interested in.

509
00:12:46,840 --> 00:12:47,400
Of course.

510
00:12:47,400 --> 00:12:49,880
So you were saying earlier that Huawei getting into gaming

511
00:12:49,880 --> 00:12:51,440
could be a real game changer.

512
00:12:51,440 --> 00:12:52,320
It really could.

513
00:12:52,320 --> 00:12:53,200
No pit intended.

514
00:12:53,200 --> 00:12:53,760
Exactly.

515
00:12:53,760 --> 00:12:56,120
But OK, we've talked about the AI features

516
00:12:56,120 --> 00:12:57,200
and how they're going to be cheaper.

517
00:12:57,200 --> 00:12:59,160
But how's that actually going to work?

518
00:12:59,160 --> 00:13:02,120
Like how could Huawei's tech really change the way games

519
00:13:02,120 --> 00:13:03,160
look and feel?

520
00:13:03,160 --> 00:13:04,720
Well, one big area is graphics.

521
00:13:04,720 --> 00:13:05,120
OK.

522
00:13:05,120 --> 00:13:08,360
We've seen what Nvidia's RTX can do with ray tracing

523
00:13:08,360 --> 00:13:08,800
and all that.

524
00:13:08,800 --> 00:13:10,360
Yeah, it looks amazing.

525
00:13:10,360 --> 00:13:12,080
But Huawei's taking it up a notch.

526
00:13:12,080 --> 00:13:12,760
How so?

527
00:13:12,760 --> 00:13:15,600
By basically adding AI into the whole rendering process.

528
00:13:15,600 --> 00:13:17,240
Since instead of just using raw power,

529
00:13:17,240 --> 00:13:19,280
they're making the rendering smarter.

530
00:13:19,280 --> 00:13:20,840
Yeah, that's the idea.

531
00:13:20,840 --> 00:13:24,320
They're talking about using AI to predict and generate

532
00:13:24,320 --> 00:13:26,840
realistic lighting and shadows and reflections.

533
00:13:26,840 --> 00:13:27,280
OK.

534
00:13:27,280 --> 00:13:29,760
But using way less processing power to do it.

535
00:13:29,760 --> 00:13:32,240
So games could look even better than they do now.

536
00:13:32,240 --> 00:13:33,360
Potentially way better.

537
00:13:33,360 --> 00:13:33,920
Wow.

538
00:13:33,920 --> 00:13:37,320
OK, I'm already picturing these crazy realistic game worlds.

539
00:13:37,320 --> 00:13:37,640
Yeah.

540
00:13:37,640 --> 00:13:39,480
But what about the gameplay itself?

541
00:13:39,480 --> 00:13:42,680
Could AI actually change how games are played?

542
00:13:42,680 --> 00:13:43,600
Oh, absolutely.

543
00:13:43,600 --> 00:13:44,160
How so?

544
00:13:44,160 --> 00:13:47,040
One of the most exciting things is using AI to make game

545
00:13:47,040 --> 00:13:48,800
worlds more dynamic and responsive.

546
00:13:48,800 --> 00:13:49,600
OK, listen.

547
00:13:49,600 --> 00:13:52,360
Imagine enemies that adapt to your play style.

548
00:13:52,360 --> 00:13:52,960
OK.

549
00:13:52,960 --> 00:13:55,840
Levels that change based on the choices you make.

550
00:13:55,840 --> 00:13:56,680
Oh, wow.

551
00:13:56,680 --> 00:13:58,680
Characters that actually feel like real people.

552
00:13:58,680 --> 00:13:59,720
That would be incredible.

553
00:13:59,720 --> 00:14:01,960
It's like those old games where you had to memorize

554
00:14:01,960 --> 00:14:02,840
enemy patterns.

555
00:14:02,840 --> 00:14:03,400
Right.

556
00:14:03,400 --> 00:14:05,720
But now the game is learning as you play.

557
00:14:05,720 --> 00:14:06,400
Exactly.

558
00:14:06,400 --> 00:14:08,520
It's taking that to a whole new level.

559
00:14:08,520 --> 00:14:11,080
Games can become less about following a script.

560
00:14:11,080 --> 00:14:11,600
OK.

561
00:14:11,600 --> 00:14:15,520
And more about exploring these emergent possibilities.

562
00:14:15,520 --> 00:14:17,480
So it's not just about making games prettier.

563
00:14:17,480 --> 00:14:17,720
Nope.

564
00:14:17,720 --> 00:14:19,200
It's about making them smarter.

565
00:14:19,200 --> 00:14:20,640
Yeah, and more engaging.

566
00:14:20,640 --> 00:14:23,200
This reminds me of when VR first came out.

567
00:14:23,200 --> 00:14:23,400
Right.

568
00:14:23,400 --> 00:14:25,600
Everyone was so excited about the potential.

569
00:14:25,600 --> 00:14:26,000
Yeah.

570
00:14:26,000 --> 00:14:27,920
But the tech just wasn't there yet.

571
00:14:27,920 --> 00:14:28,240
Yeah.

572
00:14:28,240 --> 00:14:29,000
Is this different?

573
00:14:29,000 --> 00:14:31,240
Can Huawei actually deliver on all this?

574
00:14:31,240 --> 00:14:32,760
I think that's the million dollar question.

575
00:14:32,760 --> 00:14:33,320
Yeah.

576
00:14:33,320 --> 00:14:35,520
We've heard a lot of hype about AI in gaming.

577
00:14:35,520 --> 00:14:36,160
Right.

578
00:14:36,160 --> 00:14:37,960
But this time it feels different.

579
00:14:37,960 --> 00:14:38,200
OK.

580
00:14:38,200 --> 00:14:38,920
Why?

581
00:14:38,920 --> 00:14:40,440
The technology has come a long way.

582
00:14:40,440 --> 00:14:40,880
OK.

583
00:14:40,880 --> 00:14:44,440
And these new GPUs are crazy powerful.

584
00:14:44,440 --> 00:14:46,480
So you're saying this is not just a marketing gimmick.

585
00:14:46,480 --> 00:14:47,480
I really don't think so.

586
00:14:47,480 --> 00:14:47,760
OK.

587
00:14:47,760 --> 00:14:50,440
We need to see how it works in actual games, of course.

588
00:14:50,440 --> 00:14:51,520
Sure.

589
00:14:51,520 --> 00:14:53,440
But the potential is definitely there.

590
00:14:53,440 --> 00:14:53,720
OK.

591
00:14:53,720 --> 00:14:55,280
So let's say Huawei pulls it off.

592
00:14:55,280 --> 00:14:55,600
OK.

593
00:14:55,600 --> 00:14:57,320
They deliver on everything they're promising.

594
00:14:57,320 --> 00:14:57,520
Right.

595
00:14:57,520 --> 00:15:00,040
They build a real gaming ecosystem.

596
00:15:00,040 --> 00:15:01,680
Gamers love their stuff.

597
00:15:01,680 --> 00:15:01,920
OK.

598
00:15:01,920 --> 00:15:03,560
Is that the end of Nvidia?

599
00:15:03,560 --> 00:15:05,320
Well, I wouldn't count Nvidia out just yet.

600
00:15:05,320 --> 00:15:05,880
OK.

601
00:15:05,880 --> 00:15:06,880
They're a tough competitor.

602
00:15:06,880 --> 00:15:07,120
Right.

603
00:15:07,120 --> 00:15:08,120
They've been around forever.

604
00:15:08,120 --> 00:15:08,280
Yeah.

605
00:15:08,280 --> 00:15:09,200
They know what they're doing.

606
00:15:09,200 --> 00:15:12,000
So maybe not the end, but a big shift in the landscape.

607
00:15:12,000 --> 00:15:12,240
Yeah.

608
00:15:12,240 --> 00:15:13,440
I think that's more likely.

609
00:15:13,440 --> 00:15:13,720
OK.

610
00:15:13,720 --> 00:15:15,680
We're going to see multiple companies fighting

611
00:15:15,680 --> 00:15:17,280
for the top spot in gaming.

612
00:15:17,280 --> 00:15:18,840
And that's good for gamers, right?

613
00:15:18,840 --> 00:15:19,240
Definitely.

614
00:15:19,240 --> 00:15:21,600
More competition, better games, lower prices.

615
00:15:21,600 --> 00:15:22,040
Exactly.

616
00:15:22,040 --> 00:15:23,840
A rising tide lifts all boats.

617
00:15:23,840 --> 00:15:24,880
Love that analogy.

618
00:15:24,880 --> 00:15:27,520
But in this case, the tide is AI and the boats

619
00:15:27,520 --> 00:15:28,560
are full of gamers.

620
00:15:28,560 --> 00:15:29,440
That's a good one.

621
00:15:29,440 --> 00:15:31,760
And it's not just about the big companies either.

622
00:15:31,760 --> 00:15:32,160
Right.

623
00:15:32,160 --> 00:15:35,040
Cheaper, powerful GPUs could help smaller developers

624
00:15:35,040 --> 00:15:36,720
make amazing games too.

625
00:15:36,720 --> 00:15:36,960
Yeah.

626
00:15:36,960 --> 00:15:38,920
It could be a golden age for indie games.

627
00:15:38,920 --> 00:15:41,160
So more creativity, more innovation.

628
00:15:41,160 --> 00:15:41,640
Exactly.

629
00:15:41,640 --> 00:15:42,480
I like where this is going.

630
00:15:42,480 --> 00:15:42,880
Me too.

631
00:15:42,880 --> 00:15:44,480
But OK, let's be realistic for a second.

632
00:15:44,480 --> 00:15:45,000
OK.

633
00:15:45,000 --> 00:15:47,400
Besides building that gaming ecosystem,

634
00:15:47,400 --> 00:15:49,760
what other challenges could hallway face?

635
00:15:49,760 --> 00:15:53,760
Well, one big one is that the gaming world is kind of a mess.

636
00:15:53,760 --> 00:15:54,560
What do you mean?

637
00:15:54,560 --> 00:15:56,800
You've got different platforms, different operating systems,

638
00:15:56,800 --> 00:15:58,080
different hardware.

639
00:15:58,080 --> 00:16:00,200
It's hard to make something that works perfectly

640
00:16:00,200 --> 00:16:00,880
with everything.

641
00:16:00,880 --> 00:16:02,680
So it's not just about the tech itself.

642
00:16:02,680 --> 00:16:05,160
It's about making sure it works with all the other stuff

643
00:16:05,160 --> 00:16:06,120
that's already out there.

644
00:16:06,120 --> 00:16:06,840
Exactly.

645
00:16:06,840 --> 00:16:09,200
They can't just release a GPU and expect everything

646
00:16:09,200 --> 00:16:10,160
to magically work.

647
00:16:10,160 --> 00:16:10,360
Nope.

648
00:16:10,360 --> 00:16:13,240
They need to figure out how to fit into the existing ecosystem.

649
00:16:13,240 --> 00:16:14,120
It's going to take a lot of work.

650
00:16:14,120 --> 00:16:15,080
Yeah, sounds like it.

651
00:16:15,080 --> 00:16:15,920
A lot of partnerships.

652
00:16:15,920 --> 00:16:17,560
It's not going to happen overnight.

653
00:16:17,560 --> 00:16:18,240
Definitely not.

654
00:16:18,240 --> 00:16:20,520
Well, it seems like Huawei has a long road ahead.

655
00:16:20,520 --> 00:16:21,440
They do.

656
00:16:21,440 --> 00:16:23,400
But they've overcome challenges before.

657
00:16:23,400 --> 00:16:24,000
That's true.

658
00:16:24,000 --> 00:16:26,000
So I guess we'll just have to wait and see what happens.

659
00:16:26,000 --> 00:16:27,080
It's going to be interesting to watch.

660
00:16:27,080 --> 00:16:27,680
That's for sure.

661
00:16:27,680 --> 00:16:28,760
That's the exciting part, right?

662
00:16:28,760 --> 00:16:29,440
Exactly.

663
00:16:29,440 --> 00:16:32,000
We're seeing the future of gaming being shaped right

664
00:16:32,000 --> 00:16:33,040
before our eyes.

665
00:16:33,040 --> 00:16:34,320
And we have no idea where it's going.

666
00:16:34,320 --> 00:16:34,800
Yeah.

667
00:16:34,800 --> 00:16:37,360
And I think we've given our listeners a lot to think about.

668
00:16:37,360 --> 00:16:38,120
I hope so.

669
00:16:38,120 --> 00:16:40,400
So as we wrap up this deep dive, what's

670
00:16:40,400 --> 00:16:43,080
the one thing you want everyone to remember?

671
00:16:43,080 --> 00:16:45,800
I think the most important thing is to be open-minded.

672
00:16:45,800 --> 00:16:46,280
OK.

673
00:16:46,280 --> 00:16:49,520
And to embrace the possibilities.

674
00:16:49,520 --> 00:16:50,000
Yeah.

675
00:16:50,000 --> 00:16:51,560
Technology is always changing.

676
00:16:51,560 --> 00:16:52,560
That's for sure.

677
00:16:52,560 --> 00:16:54,640
And gaming is changing right along with it.

678
00:16:54,640 --> 00:16:54,920
Right.

679
00:16:54,920 --> 00:16:58,000
We're entering a whole new era of gaming.

680
00:16:58,000 --> 00:16:58,480
Yeah.

681
00:16:58,480 --> 00:17:02,240
And it's up to all of us to decide what that future looks like.

682
00:17:02,240 --> 00:17:03,440
That's a great way to put it.

683
00:17:03,440 --> 00:17:05,800
And I think that's a perfect place to end our discussion.

684
00:17:05,800 --> 00:17:07,600
So to all our listeners out there,

685
00:17:07,600 --> 00:17:09,840
thanks for joining us on this deep dive.

686
00:17:09,840 --> 00:17:11,120
Stay curious.

687
00:17:11,120 --> 00:17:12,080
Keep exploring.

688
00:17:12,080 --> 00:17:12,920
And game on.

689
00:17:12,920 --> 00:17:27,000
ARY diese

