計算基盤DeepSeek、HuaweiのAIチップ向けツールを公開、中国がNvidiaの代替を構築Timmy Shen2026年9月30日 9:33 UTC更新 9:33 UTC1 分で読めるクイックテイクDeepSeekはHuaweiと共同開発したAscendチップ向けソフトウェアを公開したDeepSeekによると、ツールにはTileLangや計算、分散通信ライブラリが含まれるDeepSeekは各部品がNvidia向けに公開した部品と一対一で対応すると説明したDeepSeekによると、両社はAscend 950チップ128基のスーパーノードも共同開発しているHuaweiはAIチップ2種を前倒しし、2027年に投入する計画を発表したAlibabaは前世代の3倍の性能を見込む新AIチップを先週発表したDeepSeekはHuaweiと共同開発した、HuaweiのAscendチップ向けプログラミングソフトウェアを公開した。中国のテクノロジー企業がNvidiaの代替製品の構築を続ける中での動きだ。DeepSeekは水曜日、公式WeChatアカウントで、ツールには高水準プログラミング言語のTileLang、計算ライブラリ、分散通信ライブラリが含まれると発表した。「各コンポーネントは、Nvidiaプラットフォーム向けに以前公開したオープンソースのコンポーネントと一対一で対応している」とDeepSeekは述べた。中国のAI研究所であるDeepSeekは、Ascendプラットフォーム向けの開発において、Huaweiのチームが「強力で惜しみない支援を提供した」と述べた。投稿によると、両社はAscend 950チップ128基を基盤とする「スーパーノード」プロジェクトも共同で進めている。次世代の独立したGPUソフトウェアエコシステムの構築について、DeepSeekは、優先すべきことは汎用的でプログラミングが簡単かつ、ハードウェアの性能を最大限に引き出せる高水準言語を確立することだと述べた。Estimated AI Compute Shipped by Chip DesignerEstimated AI Compute Shipped by Chip DesignerAMDAmazonCambriconGoogleHuaweiNvidiaAs of 2026-06-30, Nvidia represents 3,953,823 H100-equivalent accelerators estimated H100-equivalent accelerators shipped.6M4M2M0Mar '23Mar '24Mar '25Jun '26{"f":[360,150,40,8],"s":[["AMD","#16a34a"],["Amazon","#ea580c"],["Cambricon","#9333ea"],["Google","#2563eb"],["Huawei","#dc2626"],["Nvidia","#d97706"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",51.14,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"24.97K",127.76,null],[4,"0",128,null],[5,"91.83K",126.65,null]],"116.8K"],["2023-06-30T00:00:00.000Z","Jun '23",73.43,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"32.96K",127.69,null],[4,"0",128,null],[5,"211.99K",125.36,null]],"244.95K"],["2023-09-30T00:00:00.000Z","Sep '23",95.71,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"51.09K",127.51,null],[4,"0",128,null],[5,"342.74K",123.77,null]],"393.83K"],["2023-12-31T00:00:00.000Z","Dec '23",118,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"83.89K",127.2,null],[4,"0",128,null],[5,"450.98K",122.12,null]],"534.88K"],["2024-03-31T00:00:00.000Z","Mar '24",140.29,[[0,"55.04K",127.48,null],[1,"33.19K",126.64,null],[2,"142",126.32,null],[3,"121.3K",125.17,null],[4,"45.03K",123.59,null],[5,"573K",117.72,null]],"827.7K"],["2024-06-30T00:00:00.000Z","Jun '24",162.57,[[0,"118.55K",126.87,null],[1,"43.04K",125.34,null],[2,"215",124.93,null],[3,"141.4K",123.58,null],[4,"45.03K",121.81,null],[5,"684.24K",114.88,null]],"1.03M"],["2024-09-30T00:00:00.000Z","Sep '24",184.86,[[0,"169.49K",126.39,null],[1,"75.86K",124.06,null],[2,"664",123.33,null],[3,"182.52K",121.59,null],[4,"45.03K",119.43,null],[5,"835.1K",111.07,null]],"1.31M"],["2024-12-31T00:00:00.000Z","Dec '24",207.14,[[0,"205.34K",126.05,null],[1,"148.06K",122.69,null],[2,"5.45K",121.23,null],[3,"283.43K",118.49,null],[4,"45.03K",115.37,null],[5,"1.24M",103.19,null]],"1.92M"],["2025-03-31T00:00:00.000Z","Mar '25",229.43,[[0,"160.23K",126.48,null],[1,"137.84K",123.65,null],[2,"4.87K",122.29,null],[3,"440.99K",118.05,null],[4,"131.96K",112.61,null],[5,"1.7M",95.25,null]],"2.57M"],["2025-06-30T00:00:00.000Z","Jun '25",251.71,[[0,"104.94K",127,null],[1,"164.1K",124.45,null],[2,"7.75K",122.81,null],[3,"630.99K",116.75,null],[4,"131.96K",109.5,null],[5,"1.89M",90.26,null]],"2.93M"],["2025-09-30T00:00:00.000Z","Sep '25",274,[[0,"202.45K",126.08,null],[1,"190.35K",122.35,null],[2,"7.56K",120.46,null],[3,"801.65K",112.78,null],[4,"131.96K",103.91,null],[5,"2.37M",80.11,null]],"3.71M"],["2025-12-31T00:00:00.000Z","Dec '25",296.29,[[0,"218.37K",125.93,null],[1,"219.89K",121.76,null],[2,"8.28K",119.59,null],[3,"829.62K",111.63,null],[4,"131.96K",102.5,null],[5,"2.96M",73.15,null]],"4.37M"],["2026-03-31T00:00:00.000Z","Mar '26",318.57,[[0,"229.55K",125.82,null],[1,"0",128,null],[2,"0",128,null],[3,"846.72K",115.59,null],[4,"0",128,null],[5,"3.39M",75.38,null]],"4.46M"],["2026-06-30T00:00:00.000Z","Jun '26",340.86,[[0,"260.92K",125.52,null],[1,"0",128,null],[2,"0",128,null],[3,"320.58K",120,"partial"],[4,"0",128,null],[5,"3.95M",79.39,null]],"4.54M"]]}AMD: 260.9K (Jun '26). Amazon: 0 (Jun '26). Cambricon: 0 (Jun '26). Google: 320.6K (Jun '26). Huawei: 0 (Jun '26). Nvidia: 4M (Jun '26)SOURCE: Epoch AIRANGEALLYTD12M3M1MDeepSeekとHuaweiの関係が深まっているのは、北京が先端的な米国技術の国内製代替品の構築を推進する中でのことだ。今月初め、Huaweiは2つのAIチップを発売する計画を発表した。960DTと960PRで、予定を前倒しして2027年に投入する。Alibabaも新たなAIチップを発表した。先週発表されたこのチップは、前世代の3倍の性能を実現すると見込まれている。この記事のエンティティDeepSeekAI chipsChinaNvidia他の言語でもご覧いただけます関連記事Huawei、AI展開を加速、Nvidiaに挑む中で2027年に2つの新チップを計画Nscale、Nvidiaの10億ドルのコミットメントを含むIPO前の資金調達で33億6,000万ドルを調達Tencent、最新AI画像生成モデルのプレビューを公開私たちについてThe LatentThe Latent は、AIのニュース・研究・データにおける最初で最後の言葉となることを目指すニュースメディアです。ニュースレターを購読パートナーになるThe Latent をフォロー
Estimated AI Compute Shipped by Chip DesignerEstimated AI Compute Shipped by Chip DesignerAMDAmazonCambriconGoogleHuaweiNvidiaAs of 2026-06-30, Nvidia represents 3,953,823 H100-equivalent accelerators estimated H100-equivalent accelerators shipped.6M4M2M0Mar '23Mar '24Mar '25Jun '26{"f":[360,150,40,8],"s":[["AMD","#16a34a"],["Amazon","#ea580c"],["Cambricon","#9333ea"],["Google","#2563eb"],["Huawei","#dc2626"],["Nvidia","#d97706"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",51.14,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"24.97K",127.76,null],[4,"0",128,null],[5,"91.83K",126.65,null]],"116.8K"],["2023-06-30T00:00:00.000Z","Jun '23",73.43,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"32.96K",127.69,null],[4,"0",128,null],[5,"211.99K",125.36,null]],"244.95K"],["2023-09-30T00:00:00.000Z","Sep '23",95.71,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"51.09K",127.51,null],[4,"0",128,null],[5,"342.74K",123.77,null]],"393.83K"],["2023-12-31T00:00:00.000Z","Dec '23",118,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"83.89K",127.2,null],[4,"0",128,null],[5,"450.98K",122.12,null]],"534.88K"],["2024-03-31T00:00:00.000Z","Mar '24",140.29,[[0,"55.04K",127.48,null],[1,"33.19K",126.64,null],[2,"142",126.32,null],[3,"121.3K",125.17,null],[4,"45.03K",123.59,null],[5,"573K",117.72,null]],"827.7K"],["2024-06-30T00:00:00.000Z","Jun '24",162.57,[[0,"118.55K",126.87,null],[1,"43.04K",125.34,null],[2,"215",124.93,null],[3,"141.4K",123.58,null],[4,"45.03K",121.81,null],[5,"684.24K",114.88,null]],"1.03M"],["2024-09-30T00:00:00.000Z","Sep '24",184.86,[[0,"169.49K",126.39,null],[1,"75.86K",124.06,null],[2,"664",123.33,null],[3,"182.52K",121.59,null],[4,"45.03K",119.43,null],[5,"835.1K",111.07,null]],"1.31M"],["2024-12-31T00:00:00.000Z","Dec '24",207.14,[[0,"205.34K",126.05,null],[1,"148.06K",122.69,null],[2,"5.45K",121.23,null],[3,"283.43K",118.49,null],[4,"45.03K",115.37,null],[5,"1.24M",103.19,null]],"1.92M"],["2025-03-31T00:00:00.000Z","Mar '25",229.43,[[0,"160.23K",126.48,null],[1,"137.84K",123.65,null],[2,"4.87K",122.29,null],[3,"440.99K",118.05,null],[4,"131.96K",112.61,null],[5,"1.7M",95.25,null]],"2.57M"],["2025-06-30T00:00:00.000Z","Jun '25",251.71,[[0,"104.94K",127,null],[1,"164.1K",124.45,null],[2,"7.75K",122.81,null],[3,"630.99K",116.75,null],[4,"131.96K",109.5,null],[5,"1.89M",90.26,null]],"2.93M"],["2025-09-30T00:00:00.000Z","Sep '25",274,[[0,"202.45K",126.08,null],[1,"190.35K",122.35,null],[2,"7.56K",120.46,null],[3,"801.65K",112.78,null],[4,"131.96K",103.91,null],[5,"2.37M",80.11,null]],"3.71M"],["2025-12-31T00:00:00.000Z","Dec '25",296.29,[[0,"218.37K",125.93,null],[1,"219.89K",121.76,null],[2,"8.28K",119.59,null],[3,"829.62K",111.63,null],[4,"131.96K",102.5,null],[5,"2.96M",73.15,null]],"4.37M"],["2026-03-31T00:00:00.000Z","Mar '26",318.57,[[0,"229.55K",125.82,null],[1,"0",128,null],[2,"0",128,null],[3,"846.72K",115.59,null],[4,"0",128,null],[5,"3.39M",75.38,null]],"4.46M"],["2026-06-30T00:00:00.000Z","Jun '26",340.86,[[0,"260.92K",125.52,null],[1,"0",128,null],[2,"0",128,null],[3,"320.58K",120,"partial"],[4,"0",128,null],[5,"3.95M",79.39,null]],"4.54M"]]}AMD: 260.9K (Jun '26). Amazon: 0 (Jun '26). Cambricon: 0 (Jun '26). Google: 320.6K (Jun '26). Huawei: 0 (Jun '26). Nvidia: 4M (Jun '26)SOURCE: Epoch AIRANGEALLYTD12M3M1M