昇腾910系列全年出货量下调

Core Viewpoint - The article discusses the increasing interest in domestic GPUs, particularly Huawei's Ascend series, amid growing restrictions on GPUs from the U.S. and highlights the performance and shipment trends of these products [1]. Group 1: Domestic GPU Procurement Situation - Major Chinese tech companies are adjusting their capital expenditures for cloud and AI hardware, with ByteDance planning to invest 160 billion by 2025, Alibaba 380 billion over three years, and Tencent 90 billion by 2025 [2]. - ByteDance is actively adopting Cambricon and Ascend GPUs, planning to increase procurement of these brands by 2025 [2]. - Alibaba is cautious, using its self-developed chips alongside some Ascend cards, but plans to procure Haiguang and Cambricon cards by 2025 while continuing to stock NVIDIA products [2]. - Tencent remains conservative, preferring NVIDIA products, followed by H company's offerings, and is also considering Cambricon and Haiguang [2]. Group 2: Ascend 910 Series Latest Situation - As of early June, the Ascend 910B has shipped approximately 160,000 units, while the 910C, despite better performance, has only shipped around 27,000 units due to production delays [3][6]. - The 910C has received positive feedback for its cluster capabilities but still lags behind NVIDIA products [3]. - The demand for the 910C among major internet companies is fluctuating, influenced by a shortage of training cards and the gradual replacement by Alibaba's self-developed chips [6]. Group 3: Market Dynamics and Challenges - The annual shipment target for the Ascend series has been revised down from 850,000 to around 700,000 units due to demand adjustments [6]. - Approximately 15% to 20% of Ascend cards are used for model training, with the rest primarily for inference tasks, facing challenges in cost and technology for high-end training applications [6]. - The development of multi-modal models is driving higher hardware standards, with domestic chip manufacturers striving to close the gap with international brands [7][8]. - Collaborating with Ascend for customized development offers cost advantages but requires significant human resources for adaptation, increasing time and technical challenges [8].