随著资料中心建设需求急剧上升，华为技术有限公司已通知部分客户，其最先进的升腾（Ascend）950DT人工智慧加速晶片建议售价在过去三个月内大幅调涨约60%，达到每颗约25万人民币（约合37,300美元），该定价水准与辉达（Nvidia）的B200旗舰晶片相当。同时，北京寒武纪科技等本土晶片企业亦传出调涨售价高达30%，反映出中国本土AI硬体市场需求远远超出供应量的现况。

美国持续升级的出口管制有效阻挡了美系高阶AI晶片进入中国市场，虽然部分美制晶片仍透过灰色市场流通，但高昂的成本与不稳定的供应进一步推升了国产替代方案的吸引力。包括DeepSeek等中国大型AI开发商计划在内蒙古大规模部署至少16万颗华为高阶加速器；分析指出，随著企业在华为CANN软体栈与升腾架构上投入庞大资源，转换至其他平台的成本增加，大幅强化了华为在中国国内AI运算市场的生态锁定与主导地位。

然而，华为当前仍面临严峻的生产与供应链瓶颈，尤其是高频宽记忆体（HBM）的全球短缺严重推高了制造成本并限制了出货规模。据报导华为今年仅能生产数十万颗950DT晶片，因此目前采取优先向中国顶级科技巨头与关键AI基础设施建设者供货的策略，借此在产能受限的环境下巩固核心客群。

Amid a major boom in data center construction, Huawei Technologies Co. has notified clients that the suggested price of its most advanced AI accelerator, the Ascend 950DT, has surged by roughly 60% over the past three months to around 250,000 yuan ($37,300) per chip, aligning closely with the pricing of Nvidia Corp.'s flagship B200. Domestic competitor Cambricon Technologies Corp. has also reportedly raised prices by up to 30%, highlighting an intense surge in demand that heavily outstrips available domestic hardware supply.

Tightened US export controls have restricted the flow of top-tier American AI-training hardware into China, and while gray-market chips remain costly and unreliable, domestic options have gained unprecedented momentum. Key AI builders such as DeepSeek plan to deploy at least 160,000 top-end Ascend accelerators in Inner Mongolia, with industry analysts noting that extensive engineering investments into Huawei's proprietary CANN software stack and Ascend ecosystem create high switching costs that solidify Huawei's domestic market dominance. (Key numbers: 16)

Despite these market tailwinds, Huawei continues to grapple with production hurdles and rising manufacturing costs driven by an acute global shortage of high-bandwidth memory (HBM). With production volumes estimated in the low hundreds-of-thousands for the 950DT this year, the Shenzhen-based tech giant is prioritizing deliveries to China's largest technology firms and major AI infrastructure operators to maintain strategic footholds despite constrained supply.