CITIC Securities: Huawei releases multiple new AI computing products, continues to recommend the computing power industry chain.

The CITIC Securities Research Report stated that Huawei has recently announced a series of new products that are upcoming or in the planning stage, such as the Ascend 950PR/Ascend 950DT, Ascend 960, and Ascend 970 series. These products will be launched in the first quarter of 2026, the fourth quarter of 2026, the fourth quarter of 2027, and the fourth quarter of 2028, focusing on continuously evolving to provide higher computing power and bandwidth to meet the increasing demand for AI computing power. Additionally, Huawei has released the Atlas 950 super node, which supports 8192 Ascend 950DT-based Ascend cards with full optical interconnection between cabinets, significantly increasing the overall computing power. The product is scheduled to be launched in the fourth quarter of 2026.