华为称昇腾 AI 芯片在中国市场已超过 Nvidia，但未披露具体份额
Huawei says its Ascend AI chips have overtaken Nvidia's in China. It hasn't said by how much.
华为轮值董事长徐直军在华为全联接大会上称，按华为自身数据昇腾在中国市场已超过 Nvidia，但未给出具体份额，并承认 Nvidia 在中国的份额难以确定。Bernstein 预测今年华为份额约 50%、Nvidia 约 8%，而黄仁勋此前称出口管制前 Nvidia 在中国份额约为 95%。徐直军表示瓶颈在于中国大陆可获得的制程节点而非芯片设计，因此华为将大量芯片连接成 SuperPoD；产能也是限制，华为无法满足国内需求，暂无全面出海计划，仅在几个需求很强的国家小批量测试和出货。据报 DeepSeek 计划在内蒙古一处数据中心部署至少 16 万颗昇腾 950DT 芯片。
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Huawei says its Ascend AI chips have overtaken Nvidia's in China. It hasn't said by how much. Rotating chairman Eric Xu conceded at Huawei Connect last month that Nvidia's China share is hard to pin down, but said Huawei's own data puts Ascend ahead. Bernstein forecasts about 50% for Huawei and 8% for Nvidia this year. It's what Jensen Huang has warned about since export controls hit a market where, he says, Nvidia once held about 95%. Xu says the bottleneck is the process nodes available in mainland China, not chip design, so Huawei links large numbers of chips into what it calls SuperPoDs. Capacity is the other limit. Huawei can't meet demand at home, he says, so it has no plans for a full push abroad, though it's testing and shipping small volumes to several countries with "very strong demand." For scale: DeepSeek reportedly plans to deploy at least 160,000 Ascend 950DT chips at a data center in Inner Mongolia.