Liang Wengfeng believes Huawei's Ascend 950 SuperPoDs, shipping from Q3 2026, are performance competitive with NVIDIA's GB200/GB300 NVL72, despite a two-year hardware cadence lag. Huawei's software ecosystem, including Tilelang for cross-platform kernel development, is expected to catch up by the end of this year, enabling easier porting of AI workloads. The primary challenge remains manufacturing at scale, which Huawei may resolve by the end of 2027.