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yesterday

ByteDance, Alibaba Poised to Order Huawei's 950PR AI Chip, Sources Say

The reported interest points to a turn toward local inference chips under tighter U.S. export limits.

People visit a Huawei booth during the World Artificial Intelligence Conference in Shanghai, China July 26, 2025. REUTERS/Go Nakamura/File Photo
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Overview

  • Reuters reported Friday that customer tests went well and that ByteDance and Alibaba plan to order Huawei’s 950PR, citing anonymous sources, and the companies did not comment.
  • Sources said samples went to customers in January, with mass production expected next month and wider shipments planned for the second half of 2026.
  • The 950PR is priced at about 50,000 yuan for a card with DDR memory or about 70,000 yuan for a premium HBM version, according to the reports.
  • The chip shows only a small raw compute gain over Huawei’s Ascend 910C but is tuned for running trained models and offers improved compatibility with Nvidia’s CUDA tools.
  • Huawei is targeting about 750,000 units this year as U.S. rules limit many Nvidia AI chips in China and demand shifts from model training to real-world inference.