尽管 DeepSeek 有意采购更多华为高阶晶片，但受限于顶级记忆体等关键零组件短缺，华为今年 950DT 的产能预估仅能达到数十万颗，且需兼顾其他客户与海外订单，因此完成 DeepSeek 的订单可能耗时超过一年。目前 DeepSeek 正在洽谈数十亿美元融资以扩充其基础设施，而该内蒙古算力中心的电力规模将达吉瓦等级，未来能耗足以供应数十万户家庭。
面对美国实施的出口管制与技术围堵，北京当局积极敦促国内 AI 实验室转向采用国产晶片，使华为成为中国半导体领域的核心代表。虽然部分私营企业仍倾向透过海外租赁或合法进口管道取得英伟达晶片，但 DeepSeek 已著手针对国产加速器进行模型优化，并寻求政府协助以加速取得华为算力晶片分配，反映出中美科技角力下中国本土算力生态的加速成形。
Chinese AI pioneer DeepSeek plans to deploy at least 160,000 of Huawei's next-generation Ascend 950DT accelerators at a massive data center currently under construction in Inner Mongolia. The startup primarily intends to use these processors for model inference rather than the more demanding training workloads. If realized, this deployment would create one of the largest known clusters of Huawei AI chips, marking a significant milestone in China's drive to reduce its reliance on Nvidia hardware.
Although DeepSeek aims to acquire even more advanced Huawei chips, component shortages—particularly in high-end memory—are expected to cap Huawei's 950DT production in the low hundreds-of-thousands this year, meaning fulfilling the full order may take over a year amid demand from other clients. As DeepSeek seeks billions in funding to expand its infrastructure, the envisioned gigawatt-scale Inner Mongolia facility is slated to consume enough electricity to power roughly 750,000 households.
Amid strict US export controls, Beijing continues to urge domestic AI labs to transition toward homegrown hardware, cementing Huawei's position as China's de facto chipmaking champion. While private Chinese firms still seek access to Nvidia silicon through overseas cloud rentals or permitted imports, DeepSeek has proactively optimized its models for domestic accelerators and solicited government intervention to secure faster chip allocations, underscoring China's push for technological self-reliance.