Epoch AI analyzed the performance of Huawei's Ascend 950 series and its 3D-stacking bet compared to Nvidia's H100.
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Will Huawei catch up to Nvidia by 2030? Almost certainly not. We analyzed Huawei’s chip roadmap and supply chain, from the Ascend 950 to its 3D-stacking bet and domestic…
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Epoch AI
Research institute investigating the trajectory of AI
- Industry
- Research Services
- Location
- San Francisco, US
- Company size
- 11–50 employees
About Epoch AI
Epoch AI is a multidisciplinary research institute investigating the trajectory of Artificial Intelligence (AI). We scrutinize the driving forces behind AI and forecast its ramifications on the economy and society. We emphasize making our research accessible through our reports, models and visualizations to help ground the discussion of AI on a solid empirical footing. Our goal is to create a healthy scientific environment, where claims about AI are discussed with the rigor they merit.
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Epoch AI notes that the sample size is small, and new plans may materialize or existing ones may be expanded.
Research & Knowledge
Epoch AI estimates that the IT power capacity of the largest data center has been growing by approximately 2.3x per year through early 2027.
Research & Knowledge
Epoch AI estimated Huawei could ship about 1.5 million Ascend chips in 2026 using LPDDR memory.
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