Chris McGuire
@ChrisRMcGuire
Council on Foreign Relations, Senior Fellow for China and Emerging Technologies | Former NSC, OSTP, State, DoD, and NSCAI | All views my own
加入 August 2025
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To explain: Huawei plans to ship 750,000 Ascend 950PR AI chips this year. Each 950PR has half the computing power and half the memory bandwidth of the H200.
Selling 750,000 H200s to China on top of its existing 950PR production gives it the equivalent of 2,250,000 Ascend 950PRs.
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This is a complete own goal. It would triple the amount of AI computing power that China adds next year - before taking into account illegal smuggling. And it would divert scarce AI compute resources away from U.S. firms. This will help China close the gap with the U.S. in AI.
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