Recently, in the face of U.S. AI chip export restrictions, Huawei has been targeting NVIDIA's AI chips, developing and producing its own fully domestic AI chip, Ascend 950. Although the paper data is not as good as NVIDIA's professional chips, from chip design and production to HBM memory and chip interconnection are all its own technology.

Recently, several South Korean media outlets including Yonhap News, Edaily, and MTN have reported:

Huawei plans to officially launch the Ascend 950 AI accelerator card and a complete data center solution in the South Korean market in 2026, with a clear goal: to target NVIDIA, but taking an entirely different path.

According to the reports from these media outlets, Huawei is really stepping up, aiming directly at NVIDIA, the dominant player in the AI chip industry.

The article repeatedly mentions that Ascend 950 is not just a single AI accelerator card competing against NVIDIA,

Huawei emphasizes in South Korea this time: instead of selling "individual products," it is selling a complete "AI cluster solution."

In other words, Ascend 950 does not exist in isolation but is bundled with network equipment, storage systems, AI software platforms, operations, and services into a complete end-to-end (E2E) AI solution, directly targeting data centers and large-scale computing cluster customers.

This perfectly aligns with Huawei's usual approach of system-level competition rather than chip parameter battles, which is a weakness of NVIDIA, a specialist in one area. It reminds people of China's strategy of systematic warfare.

Additionally, based on the statement from Huawei's South Korean CEO, Huawei hopes to directly integrate the supply chain and directly connect with customers, thereby providing complete delivery and service. After all, Ascend 950 no longer relies on Samsung or SK Hynix's HBM. From software to hardware systems, everything is Huawei's own, and this advantage can be summed up in one word: "stable."

Aside from South Korea, Malaysia has been confirmed as the next overseas market, indicating a signal: Huawei's AI chip capacity is no longer serving only the domestic market, but is also preparing for overseas customers.

Original source: toutiao.com/article/7588085269115634210/

Statement: This article represents the views of the author.