Chip per l'IA

Huawei has turned its AI silicon plans into a dated, one-chip-a-year roadmap, opened the openPangu 2.0 models, and committed to open-sourcing CANN. We weigh all of it against the constraints the keynote skipped: a 7nm ceiling at SMIC, a homegrown HBM supply that can feed only a few hundred thousand chips, and a per-chip gap to NVIDIA that Huawei’s own roadmap admits.