Page 30 - SAMENA Trends - August-September 2025

REGIONAL & MEMBERS UPDATES SAMENA TRENDS

next upgrade, scheduled to come out in Huawei has been subject to sanctions from continue to lag behind in semiconductor
H2 next year. The Atlas 950 will deliver the west, blocking its access to the most manufacturing for “a very long time”. Over
6.7 times greater computing power and advanced semiconductor manufacturing the next three years, Huawei will release
15 times more memory capacity, reaching process nodes, he noted. “We need to put three new series of Ascend chips: the
1152TB. In Q4 2027, Huawei will ship the together less advanced chips and form 950 series, including the 950PR and the
Atlas 960 SuperPod fitted with up to 15,488 them into a super pod, which can work as 950DT, the 960 and the 970. Within the
Ascend 960 chips. The system will have one computer.” He acknowledged at the 950 line-up, the Ascent 950PR is optimized
a computing power of 30 exaflops and chip level, the performance of an individual for the prefilled stage of inference and for
memory capacity of 4,460TB. Xu stated AI Huawei chip is not as good as Nvidia’s, recommendation, and will be available
the two systems will lead the world in “but at a super pod level, we can deliver in the first quarter of 2026 in two form
key metrics and remain the world’s most the most powerful systems in the market”. factors. The 950DT, with interconnected
powerful super nodes for many years to Speaking a day after a Chinese regulator bandwidth reaching 2Tb/s, will ship in Q4
come. He added Huawei believes the impact reportedly ordered domestic technology 2026. The Ascend 960 will have twice the
goes beyond AI, as the technology can companies to stop buying Nvidia AI chips, computing power, memory bandwidth and
bring significant value to general purpose Xu reminded the audience of a forecast he memory capacity of its predecessor and
computing on the demand side in China. made last year at the event that China will will be available in Q4 2027.

Huawei Named a Leader in IDC MarketScape's "Worldwide Customer
Experience Platforms for Telecommunications"

Huawei's SmartCare and Business
Support Systems solutions have
received top marks from IDC, a
leading research and consulting
firm, earning a spot in the "Leaders"
quadrant of the firm's IDC MarketSpace
assessment of technology vendors
(“IDC MarketScape: Worldwide
Customer Experience Platforms for
Telecommunications 2025 Vendor
Assessment”. According to the IDC
MarketScape, the telecom industry is at
a crossroads, where basic connectivity
is seen as a utility with limited
room for differentiation. Improving
customer experience is telcos' #1
means of achieving competitive
differentiation. Leveraging AI and big
data analytics is a core requirement
and significant differentiator among
suppliers. Huawei's SmartCare solution
integrates advanced technologies,
such as spatiotemporal digital twins,
cross-domain (OSS + BSS + Social)
data convergence, GenAl and LLM, and
has achieved remarkable results in user
experience optimization, satisfaction
management, and differentiated
experience monetization.

30 AUG-SEP 2025