u/Optimal_Image5192 ·
Reddit — r/stocks
· September 04, 2026 at 09:56
· ⬆ 20 pts
· 💬 2 comments
| View on Reddit ↗
No analysis available.
Score20
Comments2
Upvote %86%
▶ Full Post Text
DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at its new Inner Mongolia data center, potentially creating one of the largest known clusters of Chinese AI accelerators.
For context, China’s first publicly reported 10,000-chip Huawei cluster only came online about six months ago.
The chips are expected to primarily run DeepSeek models, while the company still plans to rely on $NVDA hardware for training.
The broader site is being built at gigawatt scale, enough power at full utilization for roughly 750,000 homes.
Huawei’s production capacity remains the main bottleneck, with fulfillment of the full order potentially taking more than a year.