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
- 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).
- 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 ~550โ600W (no clean datasheet); SMIC 7nm N+2; UB scale-up 2.8 Tbit/s.
- 910B (low confidence, noisy): ~376โ400 TF FP16, 64GB HBM2e, ~310โ400W.
- CloudMatrix 384: 384ร910C + 192 Kunpeng, ~300 PF BF16 (checks arithmetically), 49.2 TB HBM (3.6ร NVL72 โ), 1,228.8 TB/s aggregate BW (2.1ร NVL72 โ), ~559 kW (โ3.9ร NVL72), ~$8.2M/unit (RMB 60M) โ FT-reported, widely corroborated โ ~$21.4k/chip bundled.
- Chip price: 910C RMB 180โ200k (~$25โ28k, Chinese-media consensus); Western estimates $12โ18k (unsourced). Working range $22โ28k. 910B
RMB 110k ($15.5k).
- 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 (ยฅ486โ594k/mo). Surface as ESTIMATE, low confidence.
Throughput anchors (MFU calibration)
- Huawei CloudMatrix-Infer paper (arXiv 2506.12708, vendor-measured): DeepSeek-R1, INT8, EP320 across 384 NPUs โ prefill 6,688 tok/s/NPU (4K prompts), decode 1,943 tok/s/NPU (TPOT<50ms); 538 tok/s/NPU under 15ms TPOT. Paper claims efficiency above SGLang-on-H100 โ vendor-self-measured, skepticism warranted.
- DeepSeek internal eval (Feb 2025, widely cited through 2026): 910C โ 60% of H100 inference performance (Tom's Hardware/TrendForce). Best single MFU-discount anchor; suggested range 50โ65%.
- Framework spread is huge on Ascend: xLLM beats MindIE by ~34% (11,352 vs 8,476 tok/s on 8ร910C R1 @TPOT=100ms) and beats vLLM-Ascend ~12ร on 910B (arXiv 2510.14686) โ framework choice matters far more than on CUDA.
- Training MFU context: 910B clusters 30โ42% vs 39โ58% CUDA-equivalents; Pangu Ultra MoE >52% with heavy engineering.
Who serves on Ascend (mid-2026)
- SiliconFlow: DeepSeek R1/V3 on Huawei Cloud Ascend since Feb 2025, still running.
- Zhipu: GLM-5/5.2 support Ascend inference (also Moore Threads/Cambricon); GLM-5.1 reportedly trained on 100kร910B zero-CUDA (single-source); GLM-Image on Atlas 800T A2 (company-disclosed); weighing custom chip (The Information, Jul 2026).
- Huawei claims 1,000ร910C post-trained DeepSeek V4 1.6T (Tom's Hardware).
- Moonshot/iFlytek: no strong Ascend-inference sourcing; iFlytek reported 3-month training delay after 910B switch (single mention).
Calculator recommendations (from researcher)
- Precision flag: 910-series 8-bit = INT8, no FP8 selection without caveat.
- Ascend MFU discount ~60% of comparable NVIDIA (range 50โ65%) if not using the CloudMatrix-Infer anchors directly.
- 910C capex $22โ28k (system math corroborates ~$21k bundled).
- Rental: present as low-confidence estimate ($2.60/hr listing) or derive from SiliconFlow token pricing.
- 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)