X.PIN· @thexpin · X·· 2026-09-07AI 评分72
AI 导读
据 Bloomberg 报道，DeepSeek 计划在内蒙古数据中心用华为昇腾 950DT 运行模型，部署取决于供应，该芯片目前不计划用于训练。华为 reportedly 花费超 $20B 囤积存储并自行封装，950DT 年产量估算从 200K 到 400K–500K 不等，阿里和字节也在争取供应；阿里、腾讯、字节还通过第三方租用 Nvidia B 系列芯片，显示算力仍然稀缺。
正文 · 原文
DeepSeek plans to run models on Huawei’s Ascend 950DT at its Inner Mongolia data center, Bloomberg reports. Deployment depends on supply; the chips are not currently planned for training.
Huawei reportedly spent $20B+ stockpiling memory and handles packaging itself. Annual 950DT estimates range from 200K to 400K–500K, with Alibaba and ByteDance also chasing supply.
Alibaba, Tencent and ByteDance also rent Nvidia B-series chips via third parties—another sign that compute remains scarce.
来源：X.PIN · x.com