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Huawei Unveils Ambitious AI Chip Strategy to Challenge Nvidia

9/18/2025

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Story summary
  • Huawei plans to launch four generations of Ascend AI chips over three years to compete with Nvidia.
  • This announcement, made at the Huawei Connect conference in Shanghai, marks a departure from the company's typical secrecy.
  • The initiative aims to bolster China's semiconductor industry and lessen dependence on U.S. supply chains.
  • Vice Chairman Eric Xu outlined the timeline: Ascend 950 in 2026, Ascend 960 in 2027, and Ascend 970 in 2028.
  • New supernodes, Atlas 950 and Atlas 960, will support 8,192 and 15,488 chips, respectively.