<p>據消息人士稱，華為目前的旗艦芯片並未被中國大型科技公司廣泛使用。</p><p>消息人士稱，新款 950PR 芯片與英偉達的 CUDA 軟件系統兼容性更好。</p><p>消息人士稱，華為計劃今年出貨約 75 萬片 950PR。</p><p>作者：Despite, a, government, campaign and to</p><p>3 月 27 日（路透社）- 據兩位知情人士稱，旨在挑戰英偉達（NVDA.O）在中國市場的華為新款 AI 芯片的客户測試進展順利，包括字節跳動和阿里巴巴在內的大型科技巨頭計劃下單採購。</p><p>這一進展標誌着華為（HWT.UL）的一個里程碑。</p><p>行業消息人士此前曾表示，儘管政府出台了鼓勵使用國內半導體的政策，但這家總部位於深圳的公司在説服私營部門的大型科技公司大量採用其目前的旗艦芯片 Ascend 910C 方面遇到了困難。</p><p>這兩位人士和第三位知情人士表示，這次科技公司打算更廣泛地使用新款 950PR，因為他們現在對該芯片與英偉達 CUDA 軟件系統的兼容性以及更好的響應速度感到滿意得多。</p><p>據其中兩人稱，華為計劃今年出貨約 75 萬片 950PR。他們表示，樣品已於 1 月送至客户手中，大規模生產應於下個月開始，為第二季度全面出貨奠定基礎。</p><p>這些消息人士無權對媒體發表講話，並拒絕透露身份。華為、字節跳動、阿里巴巴（9988.HK）均未回覆路透社的置評請求。</p><h3>對英偉達芯片的限制</h3><p>950PR 的推出對英偉達在中國的業務而言正值艱難時期。由於擔心其技術可能增強中國軍方能力，華盛頓禁止了其多款人工智能芯片在中國銷售。</p><p>特朗普政府去年批准了英偉達 H200 芯片的銷售——該芯片比目前受限的產品更強大——但附帶了可能限制銷售數量的若干條件。</p><p>H200 最近也獲得了中國有關部門的批准，但尚不清楚何時能進入中國。</p><p>華為去年 9 月在其首次概述長期半導體計劃時提及其新款芯片，並表示將推出一些世界上最強大的計算系統。</p><p>消息人士稱，950PR 採用傳統的 DDR 內存，每張卡定價約為 5 萬元人民幣（6900 美元），而採用更快的 HBM 內存的高端版本售價約為 7 萬元。</p><p>此前華為一直堅持使用其專有的 CANN 軟件系統，而新款芯片將允許中國科技公司（這些公司迄今為止普遍使用英偉達的軟件系統）的開發人員更輕鬆地遷移模型。</p><p>消息人士稱，與 910C 相比，該芯片在原始計算能力方面僅有小幅提升，但它在處理推理工作負載方面表現出色——推理是指運行已訓練的 AI 模型以回答查詢或執行任務。</p><p>隨着中國科技行業將其重點從模型開發轉向實際部署，以及開源 AI 代理 OpenClaw 的快速採用，中國對 AI 推理計算的需求正在激增。</p>

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<ul>
<li>Huawei’s current flagship chip wasn’t used much by big Chinese tech firms, sources have said</li>
</ul>
<div class="lb-trans"><p>據消息人士稱，華為目前的旗艦芯片並未被中國大型科技公司廣泛使用。</p></div><ul>
<li>New 950PR chip is more compatible with Nvidia’s CUDA software system, sources say</li>
</ul>
<div class="lb-trans"><p>消息人士稱，新款 950PR 芯片與英偉達的 CUDA 軟件系統兼容性更好。</p></div><ul>
<li>Huawei plans to ship about 750,000 950PRs this year, sources say</li>
</ul>
<div class="lb-trans"><p>消息人士稱，華為計劃今年出貨約 75 萬片 950PR。</p></div><p>By Despite, a, government, campaign and to</p>
<div class="lb-trans"><p>作者：Despite, a, government, campaign and to</p></div><p>March 27 (Reuters) - Customer testing of Huawei’s new AI chip, designed to challenge Nvidia (NVDA.O) in the China market, has gone well and big tech giants including ByteDance and Alibaba plan to place orders, two people familiar with the matter said.</p>
<div class="lb-trans"><p>3 月 27 日（路透社）- 據兩位知情人士稱，旨在挑戰英偉達（NVDA.O）在中國市場的華為新款 AI 芯片的客户測試進展順利，包括字節跳動和阿里巴巴在內的大型科技巨頭計劃下單採購。</p></div><p>The development marks a milestone for Huawei (HWT.UL) .</p>
<div class="lb-trans"><p>這一進展標誌着華為（HWT.UL）的一個里程碑。</p></div><p>Despite a government campaign to encourage the use of domestic semiconductors, the Shenzhen-based firm struggled to persuade big tech firms in the private sector to adopt its current flagship chip, the Ascend 910C, in large quantities, industry sources have previously said.</p>
<div class="lb-trans"><p>行業消息人士此前曾表示，儘管政府出台了鼓勵使用國內半導體的政策，但這家總部位於深圳的公司在説服私營部門的大型科技公司大量採用其目前的旗艦芯片 Ascend 910C 方面遇到了困難。</p></div><p>This time around, tech firms intend to use the new 950PR more extensively, much happier now that the chip is more compatible with Nvidia’s CUDA software system and has better response speeds, said the two people and a third person with knowledge of those plans.</p>
<div class="lb-trans"><p>這兩位人士和第三位知情人士表示，這次科技公司打算更廣泛地使用新款 950PR，因為他們現在對該芯片與英偉達 CUDA 軟件系統的兼容性以及更好的響應速度感到滿意得多。</p></div><p>Huawei plans to ship around 750,000 950PRs this year, according to two of the people. They said samples were sent to customers in January, and that mass production should begin next month, setting the stage for fully fledged shipments to start in the second half of the year.</p>
<div class="lb-trans"><p>據其中兩人稱，華為計劃今年出貨約 75 萬片 950PR。他們表示，樣品已於 1 月送至客户手中，大規模生產應於下個月開始，為第二季度全面出貨奠定基礎。</p></div><p>The sources were not authorised to speak to media and declined to be identified. Huawei, ByteDance, Alibaba (9988.HK) did not reply to Reuters requests for comments.</p>
<div class="lb-trans"><p>這些消息人士無權對媒體發表講話，並拒絕透露身份。華為、字節跳動、阿里巴巴（9988.HK）均未回覆路透社的置評請求。</p></div><h3>RESTRICTIONS ON NVIDIA CHIPS</h3>
<div class="lb-trans"><h3>對英偉達芯片的限制</h3></div><p>A launch of the 950PR comes at a difficult time for Nvidia in China. Many of its artificial intelligence chips have been banned from sale in China by Washington on worries that the technology could boost the capabilities of the Chinese military.</p>
<div class="lb-trans"><p>950PR 的推出對英偉達在中國的業務而言正值艱難時期。由於擔心其技術可能增強中國軍方能力，華盛頓禁止了其多款人工智能芯片在中國銷售。</p></div><p>The Trump administration last year greenlighted the sale of Nvidia’s H200 chips - more powerful than currently restricted products - albeit with a number of conditions that could limit amounts sold.</p>
<div class="lb-trans"><p>特朗普政府去年批准了英偉達 H200 芯片的銷售——該芯片比目前受限的產品更強大——但附帶了可能限制銷售數量的若干條件。</p></div><p>The H200 has also recently received approval from Chinese authorities, but it remains unclear when they will be allowed into the country.</p>
<div class="lb-trans"><p>H200 最近也獲得了中國有關部門的批准，但尚不清楚何時能進入中國。</p></div><p>Huawei mentioned its new chip last September when it outlined its long-term semiconductor plans for the first time and said it would be launching some of the world’s most powerful computing systems.</p>
<div class="lb-trans"><p>華為去年 9 月在其首次概述長期半導體計劃時提及其新款芯片，並表示將推出一些世界上最強大的計算系統。</p></div><p>The 950PR, which uses traditional DDR memory, will be priced at around 50,000 yuan ($6,900) per card, while a premium version with faster HBM memory will sell for around 70,000 yuan, the sources said.</p>
<div class="lb-trans"><p>消息人士稱，950PR 採用傳統的 DDR 內存，每張卡定價約為 5 萬元人民幣（6900 美元），而採用更快的 HBM 內存的高端版本售價約為 7 萬元。</p></div><p>Where previously Huawei had stuck to its proprietary CANN software system, the new chips will allow developers at Chinese tech firms, which have generally used Nvidia’s software system thus far, to migrate those models more easily.</p>
<div class="lb-trans"><p>此前華為一直堅持使用其專有的 CANN 軟件系統，而新款芯片將允許中國科技公司（這些公司迄今為止普遍使用英偉達的軟件系統）的開發人員更輕鬆地遷移模型。</p></div><p>The sources said that compared to the 910C, the chip only offers a small improvement in raw computing power, but it is designed to excel in handling inference workloads - the process of running trained AI models to answer queries or execute tasks.</p>
<div class="lb-trans"><p>消息人士稱，與 910C 相比，該芯片在原始計算能力方面僅有小幅提升，但它在處理推理工作負載方面表現出色——推理是指運行已訓練的 AI 模型以回答查詢或執行任務。</p></div><p>Demand for AI inference computing in China is surging as the country’s tech sector shifts its focus from model development to real-world deployment, a trend turbocharged by the rapid adoption of open-source AI agent OpenClaw.</p>
<div class="lb-trans"><p>隨着中國科技行業將其重點從模型開發轉向實際部署，以及開源 AI 代理 OpenClaw 的快速採用，中國對 AI 推理計算的需求正在激增。</p></div>

EXCLUSIVE-Huawei's new AI chip find favour with ByteDance, Alibaba which plan to place orders, sources say

- 華為計劃今年出貨約 750,000 個新 AI 芯片 950PR，兼容 Nvidia CUDA 系統。  
- 大型科技公司如字節跳動和阿里巴巴計劃普遍採用這一芯片。  
- 儘管面臨政府的本土半導體使用推廣，華為之前的旗艦芯片未能獲得廣泛採用。

獨家-華為新款AI芯片受青睞，字節跳動、阿里巴巴等計劃下單，消息人士稱