โ† Frontier Inference Margins ยท all research reports

Unedited research artifact (2026-07-09) โ€” published as reference because its inline citations are useful; conclusions are synthesized (and where needed corrected) in the main report.

Huawei Ascend for LLM inference โ€” web sweep 2026-07-09

Agent: ascend-researcher (Claude web-research subagent, Exa+Brave). Cross-check source for the calculator's Ascend entry; pairs with the H800/H20 sweep and the GPT Pro Chinese-accelerator dive.

Headline facts for the calculator

  1. No native FP8 on 910B/910C โ€” FP16/BF16/INT8 only; 8-bit = INT8 (Huawei claims near-FP8 quality, arXiv 2506.12708). Native FP8/MXFP4 arrives with Ascend 950 series (950PR launched Mar 2026 as Atlas 350; 950DT live on Huawei Cloud Aug 2026: 144GB HiZQ 2.0, 4 TB/s, 1 PF FP8 / 2 PF MXFP4).
  2. 910C: dense FP16 752 TFLOPS (The Register per-die decomposition); INT8 1,054 TFLOPS (Huawei CloudMatrix paper); 128 GB HBM @ 3.2 TB/s package; TDP ~550โ€“600W (no clean datasheet); SMIC 7nm N+2; UB scale-up 2.8 Tbit/s.
  3. 910B (low confidence, noisy): ~376โ€“400 TF FP16, 64GB HBM2e, ~310โ€“400W.
  4. CloudMatrix 384: 384ร—910C + 192 Kunpeng, ~300 PF BF16 (checks arithmetically), 49.2 TB HBM (3.6ร— NVL72 โœ“), 1,228.8 TB/s aggregate BW (2.1ร— NVL72 โœ“), ~559 kW (โ‰ˆ3.9ร— NVL72), ~$8.2M/unit (RMB 60M) โ€” FT-reported, widely corroborated โ‡’ ~$21.4k/chip bundled.
  5. Chip price: 910C RMB 180โ€“200k (~$25โ€“28k, Chinese-media consensus); Western estimates $12โ€“18k (unsourced). Working range $22โ€“28k. 910B RMB 110k ($15.5k).
  6. Rental: genuinely not publicly disclosed. One low-provenance listing $2.60/hr (MyAIHardware). SiliconFlow sells per-token (R1 $0.50/$2.18 as of mid-2026) and reserved groups (ยฅ486โ€“594k/mo). Surface as ESTIMATE, low confidence.

Throughput anchors (MFU calibration)

Who serves on Ascend (mid-2026)

Calculator recommendations (from researcher)

  1. Precision flag: 910-series 8-bit = INT8, no FP8 selection without caveat.
  2. Ascend MFU discount ~60% of comparable NVIDIA (range 50โ€“65%) if not using the CloudMatrix-Infer anchors directly.
  3. 910C capex $22โ€“28k (system math corroborates ~$21k bundled).
  4. Rental: present as low-confidence estimate ($2.60/hr listing) or derive from SiliconFlow token pricing.
  5. CloudMatrix aggregate numbers (300 PF / 49.2TB / 1,228.8 TB/s / 559kW / $8.2M) are the highest-confidence set โ€” cross-validated against SemiAnalysis NVL72 ratios.

Key sources: arXiv 2506.12708 (CloudMatrix-Infer) ยท SemiAnalysis CloudMatrix 384 analysis ยท The Register 2025-07-29 rack-scale analysis ยท TrendForce 2026-03-23 (Atlas 350/950PR) ยท Huawei Central (950DT Aug 2026) ยท Tom's Hardware (DeepSeek 60%-of-H100; V4 post-training) ยท arXiv 2510.14686 (xLLM) ยท FT/Capacity/Igor's Lab ($8.2M CloudMatrix)