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Huawei Prepares 160,000 Ascend 950DT Accelerators for DeepSeek Data Centar

What happened

DeepSeek has placed an order for 160,000 Huawei Ascend 950DT AI accelerators, featuring 144GB HBM, for a new data center in Inner Mongolia. This confirms strong demand for Huawei's domestic AI chips and in-house HBM solutions. The order is bullish for Huawei's Ascend series and HBM supply chain.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

Ascend 950DTHBM
shortagedemandHBMAI

Source and time

Source: TechPowerUp · 9/6/2026 · View original source

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