Huawei’s answer to Nvidia isn’t a faster chip, it’s a much bigger machine

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AI “may well be the final technological revolution in human history,” Huawei rotating chairman David Wang told Huawei Connect 2026 in Shanghai. His opening keynote ran under the title Advancing the Agentic World, Building a Solid Silicon Foundation. Huawei then spent three days setting out the machines it wants to run that revolution on.

Most of the coverage went to one sentence in that speech. Huawei’s next AI processor, the Ascend 960DT, arrives in the first quarter of 2027. That is three quarters earlier than its roadmap said. The 960PR, built for inference, follows in the third quarter. Wang also placed an Ascend 970 in 2028 and an Ascend 980 in 2029. He credited the Tau Scaling Law for the cadence.

The chip dates were one item on a long list. Huawei also launched an optical engine and two upgraded SuperPoDs. A memory storage cluster, a switch series and a...

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