Huawei Eyes $12B as Nvidia Cedes China AI Market
Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.
Articles Tagged "Huawei"
Inside DeepSeek V4's CANN Stack - Three Delays Explained
DeepSeek V4 has slipped three times since February. Jensen Huang called it a horrible outcome for America. Here is what is actually hard about running a trillion-parameter model on Huawei's CANN framework.
GLM-5.1
Z.ai's GLM-5.1 is an open-weight 754B MoE model that tops SWE-Bench Pro with 58.4, sustains 8-hour autonomous coding sessions, and runs under MIT license at $0.95/M input tokens.
GLM-5.1 Tops SWE-Bench Pro With Zero NVIDIA Hardware
Z.ai's GLM-5.1 scores 58.4 on SWE-bench Pro, edging out GPT-5.4 and Claude Opus 4.6, after being trained on 100,000 Huawei Ascend chips with no US silicon.
Huawei Atlas 350 - China's FP4 Inference Accelerator
Huawei Atlas 350 specs, benchmarks, and analysis. Ascend 950PR chip, 112GB HiBL 1.0 HBM, 1.56 PFLOPS FP4, 600W - China's first domestically developed FP4-capable AI accelerator.
China Unveils $70B AI and Chip Subsidy to Counter US Controls
China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.
GLM-5
Zhipu AI's GLM-5 is a 744B MoE model with 40B active parameters, trained on 100K Huawei Ascend chips, scoring 77.8% SWE-bench and 50 on Artificial Analysis Intelligence Index - MIT licensed.
China Maps AI Dominance in $70B Five-Year Plan
China's National People's Congress opens this week with a 15th Five-Year Plan that puts $70 billion in semiconductor subsidies and AI-plus manufacturing at the center of its tech race with the West.
Huawei Takes Atlas 950 Global to Challenge Nvidia
Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.
China's GLM-5 Rivals GPT-5.2 on Zero Nvidia Silicon
Zhipu AI's 744B open-source model GLM-5 was trained entirely on Huawei Ascend chips and now competes with GPT-5.2 and Claude Opus on major benchmarks.
New Section - GPU and AI Accelerator Spec Pages
Awesome Agents launches a dedicated Hardware section with detailed spec pages for 21 GPUs, TPUs, and AI accelerators - from datacenter flagships to home lab favorites.
DeepSeek V4 Drops Next Week - 1 Trillion Parameters on Chinese Chips
DeepSeek will release V4, a natively multimodal trillion-parameter model with a 1M token context window, in the first week of March - optimized for Huawei Ascend chips, not Nvidia.
