华为押注超级集群，弥补顶级芯片缺口

Huawei Bets on SuperClusters to Compete Without Top-Tier Chips华为押注超级集群，弥补顶级芯片缺口

华为宣布将在未来两年内推出全球最强大的人工智能计算集群，试图在缺乏先进芯片的情况下依然与国际巨头竞争。这一举动正值中美科技博弈升级。面对依赖英伟达顶级芯片的谷歌和OpenAI，华为选择用更多国产芯片，通过创新架构提升效率。此外，华为还计划扩展昇腾芯片系列，2026至2027年推出950和960，2028年有望推出970。

华为

Huawei has unveiled plans to launch the world’s most powerful AI computing clusters within the next two years, aiming to rival global tech leaders despite relying on less advanced domestic semiconductors.

The move comes as China accelerates efforts to build homegrown technology in response to U.S. restrictions on advanced chip exports. Beijing has also reportedly urged local companies to reduce dependence on American chips, further driving domestic innovation.

At its annual customer event in Shanghai, Huawei announced it will release the Atlas 950 and 960 “SuperPoDs” in late 2026 and 2027. These are massive groups of interconnected computers that combine the power of thousands of chips. Multiple SuperPoDs could be linked to form “SuperClusters,” which Huawei claims will be the most powerful in the world for years to come.

Industry analysts see this as a major milestone for China’s self-reliance strategy. “It signals a stronger push toward resilience despite export restrictions,” said Charlie Dai from Forrester Research.

Huawei faces the challenge of competing with U.S. leaders like Google and OpenAI, who benefit from access to Nvidia’s most advanced chips. To overcome this, Huawei plans to use larger numbers of less powerful chips, tied together with new computing architectures to boost efficiency.

Huawei’s rotating chairman, Eric Xu, said the company is building a “sustainable architecture” to meet long-term computing demands. Alongside the supercomputing clusters, Huawei also plans to expand its Ascend AI chip line, with the Ascend 950 and 960 arriving by 2026–27, followed by a possible Ascend 970 in 2028.

By scaling up its systems and refining chip design, Huawei hopes to position itself as a global leader in artificial intelligence, even without access to cutting-edge U.S. semiconductors.