Leaked 10,000-word Huawei memo: become the NVIDIA for any LLM, pivot around Ascend 950
pstAsiatech · x · 2026-09-16
A leaked 10,000-word internal memo from Huawei Supervisory Board Chairman Guo Ping, surfaced by Vestigia Labs, reveals a decisive strategic pivot: Huawei's ICT and computing division aims to become the "NVIDIA" of the industry rather than competing on foundational models in enterprise ICT — its hardware will support and scale any global large language model. The strategy centers on the Ascend and Kunpeng compute ecosystems, leveraging the next-gen Ascend 950 series, with strict design-manufacturing integration to bypass US advanced-node sanctions. The poster adds this had been the plan for some time and that tau scaling works.
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