<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1-1777446995.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1-1777446995.png"/></p>
<p>根据路透社的报道，华为的 Ascend 950 人工智能芯片的需求在 DeepSeek 的 V4 模型发布后激增，该模型运行在这家总部位于深圳的公司的硬件上。</p>
<p>包括字节跳动、腾讯和阿里巴巴在内的主要中国互联网公司正在积极联系华为，以确保获得新的芯片订单，消息人士告诉路透社。</p>
<p>这些讨论与模型发布后的采购努力有关。</p>
<p>专注于云计算和 GPU 租赁服务的公司也在迅速下订单，路透社引用的两位消息人士表示，尽管没有具体公司被确认。</p>
<h2>性能差距与监管环境</h2>
<p>华为的 Ascend 950PR 芯片据称在性能上显著优于英伟达的 H20 芯片，后者是英伟达在去年被北京禁止进口之前允许在中国销售的最先进处理器。</p>
<p>然而，它仍然落后于英伟达更先进的 H200 芯片。</p>
<p>尽管美国和中国都已批准监管，但 H200 芯片的对华运输尚未开始。</p>
<p>北京和华盛顿之间关于销售条件的持续分歧延迟了部署，为华为在半导体市场的扩展创造了机会。</p>
<p>950PR 标志着华为在多年努力争取国内科技公司大规模订单后的一个转折点。</p>
<p>早期客户测试成功，字节跳动和阿里巴巴等公司在一月份收到样品后开始规划订单。</p>
<h2>DeepSeek V4 推动国内 AI 生态系统</h2>
<p>DeepSeek V4 的发布显著提升了对国内 AI 硬件的需求，反映出美国出口限制对获取英伟达顶级芯片的影响。</p>
<p>DeepSeek 决定专门为华为硬件优化其模型，标志着向中国本土半导体生态系统的转变。</p>
<p>上周，华为表示，其基于 950 系列芯片构建的 Ascend SuperNode 基础设施将全面支持 DeepSeek V4 模型。</p>
<p>该公司补充说，其整个产品线已针对 V4 推理进行了调整，推理是指使用训练模型执行 AI 任务的过程。</p>
<p>在中国芯片制造商中，华为的 Ascend 950 系列目前是唯一能够支持压缩数值处理技术的国内解决方案，允许在较低成本下实现更高的计算效率，路透社的报道强调了这一点。</p>
<p>云服务提供商迅速部署了该模型。</p>
<p>阿里云的百联平台在发布当天就提供了 DeepSeek V4，官方定价提供 V4-Pro 和 V4-Flash 两个版本。</p>
<p>腾讯云也在同一天在其 TokenHub 平台上推出了预览服务，将该模型部署到国内基础设施及其新加坡网关。</p>
<h2>供应限制可能持续</h2>
<p>云平台的快速推广扩大了数百万用户和开发者的访问，增加了对 AI 处理能力及其所需芯片的需求。</p>
<p>DeepSeek 为开发者提供 V4 的 75% 折扣，直到 5 月 5 日，并表示 V4-Pro 的定价可能在 2026 年下半年随着华为超级节点的大规模出货而下降。</p>
<p>然而，该公司也承认，供应限制将在生产提升之前持续存在。</p>
<p>V4 模型包括两个版本，V4-Pro 具有 1.6 万亿参数，V4-Flash 具有 2840 亿参数，均支持一百万令牌的上下文窗口。</p>
<p>这些模型在 MIT 开源许可证下发布，允许广泛的商业使用。</p>
<p>华为计划在今年出货约 750,000 个 950PR 芯片，4 月开始大规模生产，预计在 2026 年下半年实现全面出货，路透社的报道提到。</p>
<p>然而，由于美国对先进芯片制造设备的限制，产量可能仍低于需求，这限制了中国的制造能力。</p>
<p>华为 Ascend 950 芯片需求在 DeepSeek V4 发布后激增的文章首发于 Invezz。</p>

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<p>华为的 Ascend 950 AI 芯片需求激增，原因是 DeepSeek 推出了 V4 型号，字节跳动、腾讯和阿里巴巴等主要中国公司纷纷寻求新订单。Ascend 950PR 芯片的性能超过了英伟达的 H20，但仍落后于 H200，而 H200 因美中紧张关系面临发货延迟。DeepSeek 的 V4 型号推动了国内 AI 生态系统的发展，华为的基础设施对此提供了全面支持。尽管计划今年出货 75 万个单位，但由于美国对芯片制造设备的限制，供应瓶颈预计将持续</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1-1777446995.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1-1777446995.png"/></p>
<p>Demand for Huawei’s Ascend 950 artificial intelligence chips has surged following the release of DeepSeek’s V4 model, which runs on the Shenzhen-based company’s hardware, as per a Reuters report.</p>
<div class="lb-trans"><p>根据路透社的报道，华为的 Ascend 950 人工智能芯片的需求在 DeepSeek 的 V4 模型发布后激增，该模型运行在这家总部位于深圳的公司的硬件上。</p>
</div><p>Major Chinese internet companies, including ByteDance, Tencent, and Alibaba, are actively reaching out to Huawei to secure new chip orders, the sources told Reuters.</p>
<div class="lb-trans"><p>包括字节跳动、腾讯和阿里巴巴在内的主要中国互联网公司正在积极联系华为，以确保获得新的芯片订单，消息人士告诉路透社。</p>
</div><p>The discussions are linked to procurement efforts following the model’s release.</p>
<div class="lb-trans"><p>这些讨论与模型发布后的采购努力有关。</p>
</div><p>Companies focused on cloud computing and GPU rental services are also moving quickly to place orders, according to two sources cited in the Reuters report, although specific firms were not identified.</p>
<div class="lb-trans"><p>专注于云计算和 GPU 租赁服务的公司也在迅速下订单，路透社引用的两位消息人士表示，尽管没有具体公司被确认。</p>
</div><h2>Performance gap and regulatory landscape</h2>
<div class="lb-trans"><h2>性能差距与监管环境</h2>
</div><p>Huawei’s Ascend 950PR chip is said to significantly outperform Nvidia’s H20 chip, which had been the most advanced processor Nvidia was allowed to sell in China before Beijing blocked its import last year.</p>
<div class="lb-trans"><p>华为的 Ascend 950PR 芯片据称在性能上显著优于英伟达的 H20 芯片，后者是英伟达在去年被北京禁止进口之前允许在中国销售的最先进处理器。</p>
</div><p>However, it still trails Nvidia’s more advanced H200 chip.</p>
<div class="lb-trans"><p>然而，它仍然落后于英伟达更先进的 H200 芯片。</p>
</div><p>Despite regulatory approvals from both the United States and China, shipments of the H200 to China have not begun.</p>
<div class="lb-trans"><p>尽管美国和中国都已批准监管，但 H200 芯片的对华运输尚未开始。</p>
</div><p>Ongoing disagreements between Beijing and Washington over sales conditions have delayed deployment, creating an opening for Huawei to expand its presence in the semiconductor market.</p>
<div class="lb-trans"><p>北京和华盛顿之间关于销售条件的持续分歧延迟了部署，为华为在半导体市场的扩展创造了机会。</p>
</div><p>The 950PR marks a turning point for Huawei after years of struggling to secure large-scale orders from domestic technology firms.</p>
<div class="lb-trans"><p>950PR 标志着华为在多年努力争取国内科技公司大规模订单后的一个转折点。</p>
</div><p>Earlier customer testing was successful, and companies such as ByteDance and Alibaba began planning orders after receiving samples in January,.</p>
<div class="lb-trans"><p>早期客户测试成功，字节跳动和阿里巴巴等公司在一月份收到样品后开始规划订单。</p>
</div><h2>DeepSeek V4 fuels domestic AI ecosystem</h2>
<div class="lb-trans"><h2>DeepSeek V4 推动国内 AI 生态系统</h2>
</div><p>The release of DeepSeek V4 has significantly boosted demand for domestic AI hardware, reflecting the impact of US export restrictions on access to Nvidia’s top-tier chips.</p>
<div class="lb-trans"><p>DeepSeek V4 的发布显著提升了对国内 AI 硬件的需求，反映出美国出口限制对获取英伟达顶级芯片的影响。</p>
</div><p>DeepSeek’s decision to optimise its model specifically for Huawei hardware signals a shift towards China’s homegrown semiconductor ecosystem.</p>
<div class="lb-trans"><p>DeepSeek 决定专门为华为硬件优化其模型，标志着向中国本土半导体生态系统的转变。</p>
</div><p>Last week, Huawei stated that its Ascend SuperNode infrastructure, built on the 950 series chips, would fully support DeepSeek V4 models.</p>
<div class="lb-trans"><p>上周，华为表示，其基于 950 系列芯片构建的 Ascend SuperNode 基础设施将全面支持 DeepSeek V4 模型。</p>
</div><p>The company added that its entire product line had been adapted for V4 inference, referring to the process of executing AI tasks using trained models.</p>
<div class="lb-trans"><p>该公司补充说，其整个产品线已针对 V4 推理进行了调整，推理是指使用训练模型执行 AI 任务的过程。</p>
</div><p>Among Chinese chipmakers, Huawei’s Ascend 950 series is currently the only domestic solution capable of supporting compressed numerical processing techniques, allowing higher computational efficiency at lower costs, as highlighted in the Reuters report.</p>
<div class="lb-trans"><p>在中国芯片制造商中，华为的 Ascend 950 系列目前是唯一能够支持压缩数值处理技术的国内解决方案，允许在较低成本下实现更高的计算效率，路透社的报道强调了这一点。</p>
</div><p>Cloud providers have moved quickly to deploy the model.</p>
<div class="lb-trans"><p>云服务提供商迅速部署了该模型。</p>
</div><p>Alibaba Cloud’s Bailian platform made DeepSeek V4 available on the day of its release, offering both V4-Pro and V4-Flash versions at official pricing.</p>
<div class="lb-trans"><p>阿里云的百联平台在发布当天就提供了 DeepSeek V4，官方定价提供 V4-Pro 和 V4-Flash 两个版本。</p>
</div><p>Tencent Cloud also launched preview services on its TokenHub platform the same day, deploying the model across domestic infrastructure and its Singapore gateway.</p>
<div class="lb-trans"><p>腾讯云也在同一天在其 TokenHub 平台上推出了预览服务，将该模型部署到国内基础设施及其新加坡网关。</p>
</div><h2>Supply constraints likely to persist</h2>
<div class="lb-trans"><h2>供应限制可能持续</h2>
</div><p>The rapid rollout across cloud platforms has expanded access to millions of users and developers, increasing demand for AI processing capacity and the chips that power it.</p>
<div class="lb-trans"><p>云平台的快速推广扩大了数百万用户和开发者的访问，增加了对 AI 处理能力及其所需芯片的需求。</p>
</div><p>DeepSeek is offering developers a 75% discount on V4 until May 5 and indicated that pricing for V4-Pro could decline in the second half of 2026 once Huawei’s supernodes ship at scale.</p>
<div class="lb-trans"><p>DeepSeek 为开发者提供 V4 的 75% 折扣，直到 5 月 5 日，并表示 V4-Pro 的定价可能在 2026 年下半年随着华为超级节点的大规模出货而下降。</p>
</div><p>However, the company also acknowledged that supply constraints will persist until production ramps up.</p>
<div class="lb-trans"><p>然而，该公司也承认，供应限制将在生产提升之前持续存在。</p>
</div><p>The V4 models include two versions V4-Pro with 1.6 trillion parameters and V4-Flash with 284 billion parameters both supporting a one-million-token context window.</p>
<div class="lb-trans"><p>V4 模型包括两个版本，V4-Pro 具有 1.6 万亿参数，V4-Flash 具有 2840 亿参数，均支持一百万令牌的上下文窗口。</p>
</div><p>The models are released under the MIT open-source licence, allowing broad commercial use.</p>
<div class="lb-trans"><p>这些模型在 MIT 开源许可证下发布，允许广泛的商业使用。</p>
</div><p>Huawei is planning to ship approximately 750,000 units of the 950PR chip this year, with mass production beginning in April and full-scale shipments expected in the second half of 2026, as mentioned in a Reuters report.</p>
<div class="lb-trans"><p>华为计划在今年出货约 750,000 个 950PR 芯片，4 月开始大规模生产，预计在 2026 年下半年实现全面出货，路透社的报道提到。</p>
</div><p>However, output is likely to remain below demand due to US restrictions on advanced chipmaking equipment, which limit China’s manufacturing capabilities.</p>
<div class="lb-trans"><p>然而，由于美国对先进芯片制造设备的限制，产量可能仍低于需求，这限制了中国的制造能力。</p>
</div><p>The post Huawei Ascend 950 chip demand surges after DeepSeek V4 launch appeared first on Invezz</p>
<div class="lb-trans"><p>华为 Ascend 950 芯片需求在 DeepSeek V4 发布后激增的文章首发于 Invezz。</p>
</div>

Huawei Ascend 950 chip demand surges after DeepSeek V4 launch

- 华为的 Ascend 950 人工智能芯片需求激增，因 DeepSeek V4 模型发布。  
- 多家中国互联网公司积极联系华为，确保新芯片订单。  
- 预计华为将于 2026 年下半年全面出货 750,000 个 950PR 芯片。

在 DeepSeek V4 发布后，华为昇腾 950 芯片的需求激增