/AI16h ago

AI commentator teortaxesTex argues DeepSeek could accelerate training by adopting Huawei Atlas-950 SuperPoDs over its 2,048 NVIDIA H800s

The Atlas-950 features 8,192 NPUs interconnected via 800GE links.

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Atlas 950 SuperPODs would put DeepSeek in possession of roughly Vera Rubin class hardware, in some ways stronger. Just one SuperCluster would let them go toe to toe with the frontier… Except at current production volume the whole China will have like 2, tops. A man can dream…

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But seriously. Does anyone believe this? Eric Xu at Huawei Connect 2025 (Sep 18) announced Ascend SuperCluster by Q4'2026. It's a system occupying 64K m^2, with 524K NPUs, tocal 75.5 *Peta*bytes of "HiZQ 2.0" HBM (4 Tb/s). The total BOM is >5x of all CloudMatrix 384's sold.

Atlas 950 SuperPODs would put DeepSeek in possession of roughly Vera Rubin class hardware, in some ways stronger. Just one SuperCluster would let them go toe to toe with the frontier… Except at current production volume the whole China will have like 2, tops. A man can dream…

2hViews 3KLikes 20Bookmarks 7