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[TECHNOLOGY] · China · 44 sources

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Huawei accelerates Ascend AI chip roadmap and unveils new infrastructure

At the HUAWEI CONNECT 2026 conference in Shanghai, Huawei announced an accelerated roadmap for its Ascend AI chip series to compete with Nvidia. The company has moved the launch of its Ascend 960DT chip forward to the first quarter of 2027, three quarters earlier than previously planned. A second variant, the Ascend 960PR, is scheduled for release in the third quarter of 2027. Huawei intends to maintain an annual update cycle, with the Ascend 970 expected in 2028 and the Ascend 980 in 2029.

Beyond individual chips, Huawei is focusing on large-scale AI infrastructure. The company unveiled the Atlas 960E SuperPoD, which utilizes Near-Package Optics (NPO) technology to improve efficiency and reduce power consumption. This system can integrate up to 4,096 NPUs and offers 8 EFLOPS of FP8 performance. Furthermore, Huawei introduced the Peerium architecture and UnifiedBus technology, which are designed to scale computing clusters up to one million processors.

Huawei executives noted that domestic demand for AI computing products in China currently exceeds the company's production capacity, leading to limitations on international expansion. The company's strategy emphasizes building a vertically integrated ecosystem—from silicon to networking—to achieve greater self-sufficiency in the face of global technological restrictions.

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Bain & Company · David Wang · DeepSeek · Eric Xu · Guo Ping · Huawei · Nvidia · Shanghai · TM Forum

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