Thursday, 6 August 2026 | Updating Daily AI insight, written for builders
2× — the spread we measured. Huawei Ascend 950 & Pangu.
Chips de IA

Huawei Ascend 950 e Pangu: a aposta chinesa em chips de IA para 2026

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.

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