Liang Hua0:25
These Lemax ladies and gentlemen, friends. Good morning, welcome to HUAWEI CONNECT 2019. Yesterday, Mr. Kan who articulated Huawei's computing strategy. Today I will continue with a talk; I will share with you our thoughts in computing industry and the plans we have. The spectacle behind me is the top of D5, one of the five famous mountains in China, Tai Shan. You can see the rising sun and a clamp on spreading its wings. It is our expectation that Huawei's computing industry can be like a clamp on spreading wings, flying up in the sky. On so many levels, computing has accelerated humankind's knowledge of the world. For example, to complete the genome sequencing, it took 12 years in 2003, but now it only takes one day. The reason behind it is because the computing power is 1,000 times faster. 20 years ago we were only able to forecast the weather one day in advance, but now we can have a pretty good accurate weather forecast for seven days. It's because the computing power has improved twenty thousand times. Another example is that humans with naked eye can observe the galaxy 2.2 million light-years away from us, but now China's FAST telescope is able to observe the outer space as far as 13.7 billion light-years away. Currently, the entire computing industry is undergoing profound changes, and we believe there are four trends. The first trend is the change from data center to computing center. Now, in the hyper-scale data centers, the cost of servers continue to go up. For example, if you look at our cloud at DC after our optimization, you can see that the costs incurred by servers now make up 60% of the total cost of the DC. It means that computing is now becoming the major pillar of the DC. At the same time, we see annual growth of AI computing demand is growing 10 times every year. It is expected that by 2025, AI computing will make up 80% of the DC computing power. In order to fully tap the potential of data, I think that we have to switch gear. In the past it was all about storing the data, but in the future we think that computing plays a more important role. That is why we think that the trend is the data centers are changing to computer centers. The second trend is device and edge driving innovations in the computing architecture. In 2018, 23 billion on-trip chips were shipped around the world, mostly for device and edge. Also, in the same year, general-purpose CPUs were shipped less than 30 million units. It's a difference of hundreds of times. It is forecasted that in 2019, the total computing power of smartphones shipped by Huawei will be twice as big as the additional computing power in global DCs of the same year. It is an indication that edge and device computing power will drive the development of the entire computing industry, which in a way will drive innovation in the central computing architecture. At the same time, because of the high bandwidth and low latency of 5G, more applications on mobile will be on the cloud. For example, mobile games, VR adventuring will be on the cloud, and interaction will happen on the device. At present, there are over 5 million applications on smartphones. However, data centers primarily based on x86 servers, in order to migrate the smartphone applications to the cloud, and if the architecture is different, you will have a loss of performance of 40%. This is not just a hindrance to the user experience, it's going to add to your cost of migration. However, if your device and cloud architecture is homogeneous, you can address the problem from the very beginning. The third trend is greener computing. Yesterday we launched the Atlas 900 cluster, whose computing power reaches 256 petaflops. According to our calculation, if you use general purpose CPU for the same task, it will need 6,195 cabinets; if you use a GPU for the task, it will need 208 cabinets; if you use an NPU for example, Ascend, you will need 128 cabinets. This is all attributed to the optimization because of the use of deep learning technology in Ascend architecture. But ultimately we managed to use 16 cabinets only. It's not just the chip level optimization; we also have system level optimization. For example, the board grade liquid cooling and enclosed heat dissipation, heat isolation. Power consumption is reduced from 40,000 kilowatts to 736 kilowatts. We think that computing is going to be greener and greener, which is crucial. The fourth trend is computing architecture will continue to see more innovation. In the past five years, general purpose CPU has met a lot of bottlenecks because performance per core has improved less than 10%. You can see that is approaching the ceiling of Moore's Law. Now we are running a race and we're almost at the ceiling. Now we have to break the different walls: efficiency wall, Moore's optimization, memory wall, and high-speed I/O wall, in order to get to the next level, so that we can tap the potential of computing. That is why we believe the computing industry has entered into the golden era of architectural innovation. In order to meet the computing demand which is growing rapidly, computing industry needs to move forward. Abundant, high performance, diversified, and greener computing power would be the major drivers for the development of an intelligent world. Huawei always stays customer centric, so the customers' requirements drive our way to continue to innovate in computing architecture and engineering technologies. Our pursuit is to provide computing power for ubiquitous cloud and pervasive intelligence. In order to realize our pursuit, we are dedicated to building one cloud and two engines. These are the major pillars behind the open ecosystem, and it is best illustrated by the plane in the picture. We've got two engines which are Kunpeng and Ascend, and we have chipsets, and this supports heterogeneous computing architecture. Intelligent computing and intelligent data storage are the two wings. Cloud, edge, device coordination is going to deliver diversified computing power with a combination of Kunpeng plus Ascend plus x86 plus GPU. In terms of intelligent data storage, we will have integrated solutions of storage, Big Data, database, and artificial intelligence, looking at the whole life cycle of data. We would like to make sure why the cost per bit is minimal; we would like to attain the maximum potential of data. The one cloud refers to Huawei cloud services. We are dedicated to full stack innovation, and we provide hybrid cloud services. We become the black soil for the ecosystem partners by providing affordable computing power. Open ecosystem refers to our approach to open hardware and open source software that enables partners. We want this to be a healthy and robust industry ecosystem. So this is our overall one cloud, two wings, two engines, plus ecosystem strategy. As you know, processors are the foundation of the entire computing industry. You will only have computing power when you have the processors. Huawei started its investments in embedded processors in 2004; it's been 15 years. After now, we have already established our fundamental chipset families centered on Kunpeng and Ascend. Kunpeng includes server and PC chips. Kunpeng 920 is the industry's first 64 core data center processor. Its performance is 25% higher than the industry's mainstream processor. Its memory bandwidth is 60% higher than the industry mainstream counterparts. At the same time, we've got a 4-in-1 SoC with CPU, bridge chip, NIC, and SSD. It is the most integrated data center processor in the world. Ascend has included training and inference chipsets. Ascend 910 is used for training. You know, the Atlas 900 cluster has used Ascend 910. It's a half precision, has reached FP16, which is twice as high as the industry. Ascend 310 used for inference is an integer precision, has reached 16 Tops, with a power consumption of 1 watt, while the industry averages 10 watts. In addition to that, our SSD chips have a unique wear leveling algorithm; it has extended the life of our SSD drive by 20%. This is far leading the industry. Our intelligent NIC chips can support offloading of the processing of various protocols such as OVS, VXLAN, and RoCE, especially suitable for cloud and low latency scenarios. We also have intelligent management chips which can support intelligent fault management and power management. This is the foundation of automation in hyper-scale data centers. In the current computing architecture, Huawei is the only one that has all the key chipsets, including CPU, NPU, intelligent storage controller, and network interconnect, as well as intelligent management. We hope that through innovation of the whole portfolio, we are able to drive the computing sector forward, so we can enjoy another golden era of the computing sector. For chipsets, where we have one generation in mass production, we are researching and developing the next generation, and planning for the next next generation. Since 2007, when we first invested in Kunpeng, it has been 12 years. Kunpeng 920 is the third generation chipset. Kunpeng and Ascend series will continue to evolve in the long term. We plan to launch one generation every year to continuously enhance competitiveness and also ensure backward compatibility. We hope that through this arrangement, we are able to drive the computing sector forward. This slide is about how with positioning of the computing sector, our strategy is to open hardware, open source software, and enable partners, and promote to the computing industry. Huawei will focus on innovating in computing architecture, researching and developing processors, and also providing cloud services. Using Huawei's hardware capabilities, we will be able to offer boards, SSDs, NICs, RAID cards, Atlas modules, and cards to support partners to develop servers and PCs of their own brands. Our Taishan servers target the high-end market. We also provide some components for Huawei products when conditions are right. That means when the partners are ready, Huawei may stop selling Taishan servers as a standalone business. What we want to make is database and AI computing framework available through open source so as to enable partners to develop their own products. We also want to provide a development framework for developers that covers all the scenarios including edge, device, and the cloud. Huawei does not develop applications ourselves, but we support applications and software to be migrated to our platform. Here is the ecosystem of the IT industry. We estimated that by 2023, in the whole world, this sector will have a market space of around 2 trillion US dollars, and in China, it will be over 1.1 trillion RMB. Kunpeng and Ascend, like the roots of a tree; only when the roots are deep, the leaves will grow. Huawei will continue to invest in Kunpeng and Ascend R&D. We also hope to work with partners in the whole value chain to grow the IT industry and share the dividends of the digital world. I want to stop for a while and give the floor to my colleague, Mr. Mahesh, who always has insights on the computing industry and Huawei strategy. Please welcome President of Huawei Intelligent Computing Business Development, Mr. Michael Ma, for his presentation: Innovating for the Ultimate Computing Power.