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 Designer

Estimated AI Compute Shipped by Chip Designer

  • AMD
  • Amazon
  • Cambricon
  • Google
  • Huawei
  • Nvidia
As 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 '26
SOURCE: Epoch AI