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Person

Eric Xu

Xu Zhijun, known as Eric Xu, is one of Huawei's rotating chairmen, overseeing the Chinese tech giant's telecom, chip, and device businesses.

Known aliases

  • Xu Zhijun

Current stories

investOne report1 publisher

DeepSeek plans 160,000 Huawei Ascend chips for inference while training stays on Nvidia

Huawei claims its Ascend chips have outsold Nvidia in China as of October 2026, but DeepSeek keeps its training work on Nvidia hardware. Unit sales and training workloads are separate measures, and sizing either company's China business needs both.

Reality

Evidence30
Adoption40
Hype gap+25
Incentives
Not scored
Confidence40
investConfirmed8 publishers

Huawei answers Nvidia's per-chip lead by wiring 4,000 processors into one pod

The Ascend 960 is dated 2027 and the 970 is dated 2028, but the only large order on the record is DeepSeek's 160,000 chips of the current generation. That fleet is forty pods of silicon Huawei ships today.

Perspective Coverage

8 publishers
Builder
Builder 35%
Operator
Operator 30%
Investor
Investor 35%

Reality

Evidence55
Adoption35
Hype gap+40
Incentives65
Confidence60
investConfirmed10 publishers

DeepSeek gives away an Ascend 950 version of the toolkit it built for Nvidia chips

DeepSeek open-sourced six modules for programming Huawei's Ascend 950, versions of tools it first built for Nvidia chips. The largest Ascend build tied to the release is DeepSeek's own plan for a data centre holding at least 160,000 of the chips.

Perspective Coverage

10 publishers
Builder
Builder 35%
Operator
Operator 21%
Investor
Investor 44%

Reality

Evidence72
Adoption18
Hype gap+40
Incentives70
Confidence65
productOne report1 publisher

Meta tests robots for power cycling and cable swaps inside its data centers

Wired's sources describe machines under evaluation for the most repeatable jobs on a data center floor, which turns technician headcount from a fixed operating input into something vendors now bid against.

Reality

Evidence45
Adoption20
Hype gap+30
Incentives65
Confidence50
productConfirmed4 publishers

Huawei cuts its flagship AI pod to 4,096 NPUs, a quarter of the count it once described

The Atlas 960E fits 8 EFLOPS behind Huawei's own optical engines, and the Ascend 960DT arrives three quarters early, while rotating chairman Eric Xu says supply goes to Chinese customers first and dates China's catch-up with its own demand to 2030.

Perspective Coverage

4 publishers
Builder
Builder 26%
Operator
Operator 38%
Investor
Investor 36%

Reality

Evidence55
Adoption50
Hype gap+30
Incentives70
Confidence60
investOne report1 publisher

Huawei's faster AI chip timetable runs into its chairman's warning on supply

Huawei moved its next AI chip three quarters forward to a first-quarter 2027 ship date, days before Xi Jinping's first White House visit in 11 years. Its chairman says Huawei may not make enough chips for domestic demand, so output remains the limit on Chinese AI compute.

Publishers:cnbc.com

Reality

Evidence45
Adoption15
Hype gap+30
Incentives70
Confidence55
productOne report1 publisher

Huawei's chairman wants Chinese labs to accelerate until they can feel the risks US labs report

Eric Xu told a Shanghai press conference that Chinese model providers should speed up until they hit the safety problems American labs keep disclosing, on the same day a US congressman asked those labs to help pace the frontier.

Publishers:thenextweb.com

Reality

Evidence55
Adoption30
Hype gap+35
Incentives88
Confidence52