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Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions

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Huawei used its New Year message to highlight progress across its Ascend AI and Kunpeng CPU ecosystems, pointing to the rollout of Atlas 900 supernodes and rapid growth in domestic developer adoption as “a solid foundation for computing.” The message arrives as China continues to accelerate efforts to replace Western hardware in critical AI workloads, and as Huawei positions itself as the closest thing the country has to a vertically integrated AI compute vendor.

Huawei’s message offers a snapshot of…

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