Huawei raised its Ascend 950DT AI chip price 60% to $37,300 as demand for Chinese AI compute surges, with DeepSeek planning to deploy 160,000 units. Supply constraints from limited HBM availability are pushing up costs across the industry, with Cambricon also raising prices by up to 30%.
Huawei raised prices for its Ascend 950DT AI accelerator by 60% to $37,300 amid surging demand for Chinese AI chips as alternatives to Nvidia, while HBM shortages are driving up costs. HBM demand has significantly declined compared to previous generations.