算力华为加速 AI 产品落地,计划于 2027 年推出两款新芯片,挑战 NvidiaTimmy Shen2026年9月17日 UTC 09:27更新于 UTC 09:282 分钟阅读要点速览华为计划在2027年推出两款新AI芯片,继续挑战英伟达的主导地位华为称,Ascend 960DT预计2027年第一季度就绪,比原计划提前三个季度华为称,Ascend 960PR将于2027年第三季度推出,比预期提前一个季度华为称,已部署超过1000套基于Ascend 910C的SuperPods路透社称,DeepSeek已针对华为Ascend芯片优化其模型华为技术计划于 2027 年推出两款新的 AI 芯片,这家中国科技巨头正继续挑战美国芯片制造商 Nvidia 在 AI 领域的主导地位。据公司声明,华为轮值董事长兼代理董事长 David Wang 周四在上海举行的 Huawei Connect 大会上表示,Ascend 960DT 芯片预计将于 2027 年第一季度准备就绪,“比原计划提前三个季度”。statement。Wang 表示,华为还将于 2027 年第三季度推出 960PR 芯片,比预期提前一个季度。声明称,作为年度迭代周期的一部分,公司计划于 2028 年推出 Ascend 970 系列,并于 2029 年推出新一代产品。Wang 表示,华为已部署超过 1,000 套基于 Ascend 910C 的 SuperPods。这些系统通过公司的 UnifiedBus 互连技术连接众多 AI 芯片,使其能够作为一台更大的计算机运行。该公司称,Atlas 950 SuperPod 也已投入商业使用。Wang 表示:“Supernodes(SuperPod)已成为构建超大规模 AI 基础设施不可或缺的组成部分。”中国的 AI 推进这家从电信设备延伸至智能手机的中国制造商加快了 AI 芯片的开发。随着中国推动构建先进美国技术的国产替代品,该公司抓住了这一机遇。美国已通过出口管制限制中国获取部分高端 AI 芯片和芯片制造设备。此后,中国政府和企业加大了开发国产技术的力度。华为已成为中国主要的 AI 芯片供应商。据路透社报道,中国主要 AI 公司 DeepSeek 已针对华为 Ascend 优化其模型。值得注意的是,在去年的 Huawei Connect 大会上,当时的轮值董事长 Eric Xu公布了一份为期三年的路线图,许多人将其描述为一项通过加速芯片和 SuperPod 集群开发来超越 Nvidia 的行动。华为的最新公告发布之际,美国总统 Donald Trump 与中国国家主席 Xi Jinping 计划于下周举行会晤,预计 AI 将成为重要议题。在两人上一次于 5 月举行的会晤中,两国领导人讨论了 AI 防护措施,但取得的成果有限。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 on Jun '26. Amazon: 0 on Jun '26. Cambricon: 0 on Jun '26. Google: 320.6K on Jun '26. Huawei: 0 on Jun '26. Nvidia: 4M on Jun '26SOURCE: Epoch AIRANGEALLYTD12M3M1M报道中的实体AI chipsNvidiaChinaExport controlsDeepSeek也提供其他语言版本相关新闻Perplexity与Crusoe达成多年协议,将利用顶级Nvidia芯片训练和运行前沿AI模型中国 AI 芯片制造商 Enflame 在上海上市首日大涨 180%,成交额达 8.43 亿美元随着 AI 需求保持强劲,富士康 8 月营收跃升 52%关于我们The LatentThe Latent 是一家新闻媒体,致力于成为 AI 新闻、研究与数据领域的权威之声。订阅我们的简报商务合作关注 The Latent
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 on Jun '26. Amazon: 0 on Jun '26. Cambricon: 0 on Jun '26. Google: 320.6K on Jun '26. Huawei: 0 on Jun '26. Nvidia: 4M on Jun '26SOURCE: Epoch AIRANGEALLYTD12M3M1M