Huawei 950DT reportedly priced at ~$16K per chip in DeepSeek order, below expectations
teortaxesTex · x · 2026-09-08
- A cited report claims Huawei Ascend 950DT chips cost about $16K each in DeepSeek's order — cheaper than expected amid high memory prices, which may explain why initial Atlas-950 SuperNode cards ship with 96GB of HBM instead of 144GB.
- The author says the price roughly matches his own estimate; DeepSeek's DC could hold 500K–1M chips once fully built out.
- Huawei is expected to ship only 320–400K 950DTs in 2026 — less than DeepSeek's funding round size — leaving supply as the bottleneck.
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