Huawei says Ascend has passed Nvidia in China share, deploys 256K-GPU super node

pstAsiatech · x · 2026-10-13

At Huawei Connect, rotating chairman Xu Zhijun and HiSilicon chief scientist Liao Heng briefed media on Huawei's new compute stack:

Market share: Xu said Ascend's share in China has surpassed Nvidia based on available data; overseas expansion is paused as domestic demand is unmet.
Peerium architecture: a new compute architecture using nested parallelism (Nested BSP), unified memory addressing, and peer-to-peer interconnect, aiming to make a million processors act as one computer, enabled by the open UnifiedBus high-speed interconnect.
Atlas 950 SuperPoD: 256TB unified memory, 1024-card scale, 3μs RTT; a 256,000-card cluster is in deployment/testing. The 950PR inference chip is shipping; the 950DT training variant hits volume supply late this year or early next, with many model trainings expected on it from 2026.
Sizing rationale: models are already at 5T parameters; 6-7 frontier labs in China are expected within two years targeting 10-40T parameter models, making 200K cards a conservative figure given grid power constraints.

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