Huawei's Zhu Zhaosheng: Ascend Has Crossed the Ecosystem Inflection Point and Is Fully Capable of Building a New AI Ecosystem in the Agentic Era
Summary
Zhu Zhaosheng, head of Huawei's computing strategy and business development, said Ascend has crossed its ecosystem inflection point and can build a new AI ecosystem in the agentic era. The Ascend CANN open-source community averages over 5,200 monthly active users and has been China's most active open-source community since June, with more than 30,000 lines of code merged daily. Over 40 large language and multimodal models have been pretrained on Ascend, and Huawei laid out an annual roadmap through Ascend 980.
Bubble analysis
This item is about Huawei's Ascend software ecosystem and its annual chip cadence, and it discloses no investment, revenue or valuation figures, so it neither proves nor disproves an AI bubble. It does indirectly show that China's AI compute supply is still expanding on a yearly schedule, which is background on the supply side of the bubble debate rather than core evidence.
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