BEIJING, April 30 -- Demand for Huawei's Ascend 950 AI chips has surged following the release of DeepSeek's V4 model, which is optimized to run on the company's hardware.
北京，4月30日讯——随着深度求索公司发布专为华为硬件优化的V4模型，对华为昇腾950 AI芯片的需求激增。
According to sources familiar with the matter, major Chinese internet firms including ByteDance, Tencent, and Alibaba are actively seeking to place new orders.
据知情人士透露，包括字节跳动、腾讯和阿里巴巴在内的中国主要互联网公司正在积极寻求下新订单。
Cloud computing providers and GPU rental companies are also rushing to secure supply, reflecting strong market demand for domestic AI infrastructure.
云计算提供商和GPU租赁公司也纷纷急于确保供应，反映出市场对国产AI基础设施的强劲需求。
Huawei's Ascend 950PR chip significantly outperforms Nvidia's H20, previously the most advanced chip allowed in China, though it still lags behind Nvidia's H200.
华为的昇腾950PR芯片性能显著优于英伟达之前获准在中国销售的最先进芯片H20，但仍落后于英伟达的H200。
However, the H200 has not yet entered the Chinese market due to ongoing regulatory disputes between Beijing and Washington, creating an opportunity for Huawei to expand its presence.
然而，由于中美之间持续的监管争端，H200尚未进入中国市场，这为华为扩大影响力创造了机会。
The 950PR marks a breakthrough for Huawei after years of struggling to win large-scale adoption.
950PR标志着华为在多年来艰难争取大规模采用后取得的突破。
Early testing results were positive, and companies such as ByteDance and Alibaba began planning orders after receiving samples earlier this year.
早期测试结果积极，字节跳动和阿里巴巴等公司在今年初收到样品后就开始计划订单。
The surge in demand highlights how DeepSeek's V4 has accelerated interest in domestic AI chips amid continued U.S. export restrictions on advanced semiconductors.
需求的激增凸显了在美国对先进半导体持续实施出口限制的情况下，深度求索的V4如何加速了对国产AI芯片的兴趣。
DeepSeek's decision to optimize V4 specifically for Huawei chips signals a shift toward reducing reliance on U.S. technology and strengthening China's local AI ecosystem.
深度求索决定专门为华为芯片优化V4，标志着向减少对美国技术的依赖和加强中国本土AI生态系统的转变。
Huawei also announced that its Ascend supernode infrastructure fully supports V4, with its entire product line adapted for AI inference tasks.
华为还宣布其昇腾超级节点基础设施完全支持V4，其全系产品线适用于AI推理任务。
Notably, the Ascend 950PR is the only domestic chip currently supporting a compressed numerical computing technique that improves efficiency and lowers costs.
值得注意的是，昇腾950PR是目前唯一支持压缩数值计算技术的国产芯片，该技术可提高效率并降低成本。
Major cloud platforms moved quickly: Alibaba Cloud and Tencent Cloud both launched V4 services on the day of release, enabling wide access for developers and driving a sharp increase in AI workloads.
主要云平台迅速行动：阿里云和腾讯云在发布当天均推出了V4服务，让开发者广泛访问，并推动了AI工作负载的急剧增长。
DeepSeek is offering a 75% discount on V4 until May 5 and expects prices to decline further once Huawei scales production.
深度求索为V4提供75%的折扣，持续至5月5日，并预计一旦华为扩大生产，价格将进一步下降。
However, supply constraints remain due to limited access to advanced chipmaking equipment under U.S. restrictions.
然而，由于美国限制导致先进芯片制造设备获取受限，供应瓶颈依然存在。
Huawei plans to ship around 750,000 units of the 950PR this year, with mass production already underway and large-scale deliveries expected in the second half of 2026.
华为计划今年出货约75万片950PR芯片，量产已在进行中，大规模交付预计在2026年下半年。
