为了弥补单个晶片性能较弱的缺点，Huawei 正在构建庞大的计算集群。其 CloudMatrix 384 平台将数百个 AI 处理器连接到一个系统中，声称在总计算能力和记忆体方面超过了 Nvidia 的 NVL72。同时，国内初创公司正在今年准备原型机，旨在达到 Nvidia 的 B200 性能水平，预计最早将于 2027 年年中投入生产。尽管中国国内的 AI 晶片仍比 Nvidia 的顶级产品落后至少两代，但激增的国内需求已使几乎所有中国 AI 晶片制造商售罄，从而被迫通过积极使用来优化这些产品。
由于美国的管制限制了获取 TSMC 等全球代工厂的途径，制造瓶颈依然存在，被迫依赖 SMIC 的国内生产线。尽管存在这些供应短缺，Huawei 已经开始向中东和中亚的客户推广结合其 950DT 晶片与 DeepSeek 的 V4 模型的整合系统。这一商业化努力对美国的技术主导地位提出了直接挑战。受到有 2000 年（约 2000 年）历史的都江堰灌溉系统的启发，Huawei 的韧性已使全球投资者和政策制定者相信，中国半导体的自主自强是一个可以实现的目标。
Seven years after being written off due to the May 2019 US export controls, Huawei is making technical advances using backup chips prepared over a decade. Led by the 56-year-old head of HiSilicon, He Tingbo, Huawei is utilizing logic-stacking technology to bypass lithography constraints and surpass the assumed 7-nanometer (7nm) limit of China's semiconductor capabilities. This approach folds circuits into multiple layers to boost computing performance. While smartphone chips utilizing this technology are planned for launch later this year, significant engineering challenges remain, and the technology will not be ready for AI processors in data centers until 2030.
To compensate for weaker individual chips, Huawei is building massive computing clusters. Its CloudMatrix 384 platform links hundreds of AI processors into a single system, claiming to exceed Nvidia’s NVL72 in total computing power and memory. Meanwhile, domestic startups are preparing prototypes this year, aiming for Nvidia’s B200 performance levels with production projected by mid-2027 at the earliest. Although China's domestic AI chips remain at least two generations behind Nvidia's top products, surging domestic demand has left almost all Chinese AI chipmakers sold out, forcing optimization of these products through active usage.
Manufacturing bottlenecks persist as US controls restrict access to global foundries like TSMC, forcing reliance on SMIC's domestic lines. Despite these supply shortages, Huawei has begun marketing integrated systems combining its 950DT chips with DeepSeek’s V4 model to clients in the Middle East and Central Asia. This commercialization effort presents a direct challenge to US technological dominance. Inspired by the 2,000-year-old Dujiangyan irrigation system, Huawei's resilience has convinced global investors and policymakers that Chinese semiconductor self-sufficiency is an attainable goal.