How Meituan's LongCat lab trained a frontier model on Huawei 910C chips

bookwormengr · x · 2026-09-21

A deep dive into the rise of Meituan's LongCat AI Lab: LongCat 2.0 is the first publicly known model trained on Huawei 910Cs, most likely on CloudMatrix 384 Superpods (384 NPUs each, vs 72 in Nvidia NVL72 racks), with the blog claiming 50K total ASICs used.

The author argues the community noticed the model but missed the engineering ingenuity: overcoming US export controls with 'weaker' components, reduced HBM dependence, and new architectures. LongCat mastered hard-to-train sparse MoE, invented improved attention, and independently developed N-gram-based sparsity as a new sparsity axis. The piece frames it as China's AI ecosystem working together in ways unthinkable for Western peers like Uber or DoorDash.

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