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GPT-5.6 Pro deep-dive: Huawei Ascend LLM serving economics

Field Value
Model gpt-5-6-pro (confirmed via check() model_slug, is_pro: true)
Date 2026-07-15
Dive title Huawei Ascend serving economics (Round 2 — dive 6)
Conversation ID 6a58178c-5b88-83e8-a3cc-03d91a90d86a
Conversation URL archived privately
Request ID req_1784158091135_t995vc
Completion complete at elapsed 45m43s; completion_path: dom_fallback; project Ashitaorbis confirmed
Commissioned by owner 2026-07-15, round 2 (follow-on to the "Targeted 4")

Provenance

Dispatched prompt (verbatim)
You are conducting a rigorous source-hunting deep dive for a quantitative model of frontier-LLM inference serving economics (cost per token, and margin at list prices). I need the strongest available PUBLIC quantitative anchors for Huawei Ascend LLM inference/serving economics — the China / alt-silicon serving story — or a rigorous, well-documented finding that no such public anchor exists. This is currently an unanchored platform in the model.

SCOPE:
- Huawei Ascend accelerators used for LLM *inference/serving*, not training: Ascend 910B, 910C, and the newer 920; and the rack-scale CloudMatrix 384 (CM384) supernode (384 Ascend 910C dies interconnected). Prefer figures on frontier-class or near-frontier models (DeepSeek V3/R1/V4, Qwen, Kimi, GLM, etc.).
- Deployment reports: DeepSeek and other Chinese labs (Alibaba/Qwen, Moonshot/Kimi, Zhipu/GLM, Tencent, ByteDance) running inference on Ascend or CloudMatrix; SiliconFlow, Huawei Cloud, and other Chinese inference providers serving named models on Ascend. Any disclosure of tokens/sec, batch/concurrency conditions, precision, or fleet size.
- Throughput claims and their EXACT benchmark conditions: Huawei's own CloudMatrix 384 / Ascend serving claims (e.g. the CloudMatrix-Infer / "6,688 tokens/s per NPU prefill, 1,943 tokens/s decode" style figures reported for DeepSeek-R1), any SemiAnalysis or third-party analysis of CloudMatrix economics, and academic/preprint benchmarks. For every tok/s figure, pin down the model, precision, input/output lengths, concurrency, and whether it is prefill/total vs decode.
- Huawei Cloud pricing: published on-demand or contract $/NPU-hour or $/instance-hour for Ascend inference instances (ModelArts, Ascend cloud), if any is public; and any CloudMatrix 384 system price or $/rack figure (widely-cited \~$8M system cost / per-token cost analyses count as analyst estimates — treat as such).
- Export-control supply constraints: SMIC 7nm yield, HBM availability (CoWoS/HBM sanctions), and how these bound Ascend deployment scale — relevant to whether any anchor generalizes.
- Serving-stack maturity: MindSpore, CANN, and the state of vLLM / SGLang ports to Ascend (vllm-ascend, mindspore-serving) — does a production-grade serving stack exist, and does that affect the credibility of throughput claims?

GOAL: candidate quantitative anchors for cost-per-token on Ascend 910C/920 and CloudMatrix 384 — ideally (tokens/sec/NPU on a named model at a named precision) paired with ($/NPU-hour) so a $/token can be derived — OR a rigorous, precisely-scoped negative result. The China/alt-silicon serving story is one of the model's biggest blind spots, so precision about what is genuinely publicly disclosed vs vendor claim vs analyst reconstruction matters enormously.

CRITICAL METHODOLOGICAL REQUIREMENT: Be especially skeptical of TOTAL-vs-GENERATED throughput conflation. A common trap (found in an AMD serving claim earlier today) is a headline tokens/sec that is TOTAL throughput (prefill + decode, prefill-dominated at long input lengths and high concurrency), presented as if it were interactive decode throughput. For CloudMatrix/Ascend figures especially, separate PREFILL throughput from DECODE / GENERATED throughput, and note concurrency and interactivity (TTFT / per-token latency) conditions. Many CloudMatrix headline numbers are aggregate supernode throughput at very high concurrency — flag when a per-NPU figure is a supernode figure divided by 384, and whether the operating point is usable for interactive serving.

Structure your findings as dated claims. For each: the claim, primary source (URL + date), your assessment of source quality (vendor claim / third-party benchmark / production disclosure / analyst estimate), and whether it could serve as a quantitative anchor (tokens/sec/chip, $/hr, $/token). Distinguish TOTAL vs GENERATED (decode) throughput wherever a tok/s figure appears. If no public anchor exists, say so explicitly as a finding — a rigorous negative result is wanted. End with a numbered list of your 5 most load-bearing sources.

Huawei Ascend frontier-LLM inference economics: public-anchor audit

Research cutoff: July 15, 2026.

Bottom line

The public record now supports a meaningful throughput anchor for Huawei’s CloudMatrix 384, but it still does not support a fully matched, production-grade cost-per-token anchor.

The strongest full-system result is approximately 633,000 generated tokens/second across 384 Ascend 910C cards/packages, or 1,645–1,648 generated tokens/s per package, for DeepSeek-R1 W8A8 under stated service-level constraints of TTFT ≤1 second and TPOT ≤50 milliseconds. This is generated/output throughput, not total input-plus-output throughput. It is nevertheless a vendor-affiliated preprint, and no public CloudMatrix hourly rental price accompanies it. arXiv+4

A usable but cross-source 910B economics proxy does exist. JD’s xLLM paper reports 709.5 generated tokens/s per Ascend 910B on DeepSeek-R1, while China Telecom publishes an on-demand rate of RMB 38.45/hour for an instance containing one 64 GB Ascend 910B. Combining those gives approximately RMB 15.05, or $2.09, per million generated tokens, using an explicit modeling assumption of RMB 7.20 per dollar. This is not a same-provider measurement, and JD does not disclose precision or the prefill/decode card split. CTYun+5

The widely repeated CloudMatrix 6,688 tokens/s per NPU number is prefill/input throughput, not generated throughput, and is an idealized projection assuming perfect expert-load balancing. The directly measured default result in the same paper is 5,655 prefill tokens/s per NPU. The 1,943 tokens/s number is generated/decode throughput at batch 96 and 49.4 ms TPOT. Those numbers must not be blended as though they were simultaneous end-to-end service throughput. arXiv+2

For the purported Ascend 920, the rigorous finding is negative: no official product page, deployment, benchmark, price, or supported serving SKU was found. Huawei’s official September 2025 roadmap moves from 910C to 950PR/950DT, 960, and 970, with no 920. “Ascend 920” specifications remain traceable to unconfirmed press reports and should not enter a quantitative model. Huawei+2

A denominator correction: CloudMatrix 384 is not 384 dies

The CloudMatrix paper describes 384 package-level NPUs/cards in 48 nodes, with each Ascend NPU implemented as a dual-die package. Thus the system contains 384 accelerator packages/cards but 768 compute dies. Huawei’s “tokens/s per NPU” denominator in these papers is the package/card, not a single compute die. arXiv+1

All per-NPU figures below are therefore normalized as:

Most defensible model inputs

Platform Best public quantitative anchor Exact meaning Price pairing Model status
Ascend 910B 709.47 generated tok/s/card with xLLM; 529.78 with MindIE DeepSeek-R1, 2,048 input/2,048 output, 16 cards, TPOT ceiling 100 ms; precision and P/D split undisclosed CTyun: RMB 38.45/hour for one 64 GB 910B Cross-source cost anchor; medium-low confidence CTYun+3
CM384 / 910C 1,648.48 generated tok/s/card at 1K/1K; 1,644.59 at 1K/4K Full 384-card system, DeepSeek-R1 W8A8, TTFT ≤1 s, TPOT ≤50 ms; per-card value derived from aggregate No public official hourly rate Best throughput anchor; cost unanchored arXiv+2
CM384 isolated decode 538, 974, or 1,943 generated tok/s/card DeepSeek-R1 INT8, 4,096 input/256 output; batch 8/24/96; TPOT 14.9/24.6/49.4 ms No public rate Useful latency-throughput curve; not end-to-end arXiv+2
CM384 prefill 5,655 measured; 6,688 projected tok/s/card Input/prefill only, 4,096-token prompts and 16,384 batched input tokens per NPU; 6,688 assumes perfect expert balancing No public rate Input-cost input only; never use as output throughput arXiv+1
Atlas A3 172.61–179.03 generated tok/s/card Qwen3-235B-A22B W8A8, 3,584 input/1,536 output; high concurrency, TTFT roughly 3.7–4.7 seconds No public A3 rate Supplementary open-stack anchor; not premium-interactive vLLM
Ascend 920 None No official SKU or benchmark found None Exclude from model Huawei+1

Dated quantitative claims

1. June 3, 2026 — FlexNPU: the strongest full-system CM384 generated-throughput anchor

Claim. A complete 384-card Ascend 910C CloudMatrix system served DeepSeek-R1 W8A8 at about 633,000 generated tokens/s, while keeping TTFT within 1 second and TPOT within 50 ms.

Primary source:

https://arxiv.org/abs/2606.04415 — submitted June 3, 2026.

Conditions.

Configuration Input/output End-to-end requests/s Generated tokens/s, system Generated tokens/s/card
Static P/D 1,024/1,024 489.84 501,596 1,306.24
FlexNPU 1,024/1,024 618.18 633,016 1,648.48
Static P/D 1,024/4,096 146.63 600,596 1,564.05
FlexNPU 1,024/4,096 154.18 631,521 1,644.59

The conversion is requests/s × fixed output length. Consequently, these are generated/output tokens, not total input-plus-output tokens. The per-card figures are derived by dividing the full-system result by 384; they were not measured on a standalone card. arXiv+2

Source quality: Vendor-affiliated academic preprint. It is much better specified than a product-launch claim, but it is not independent.

Anchor assessment: This is the best available base-case throughput input for full-scale 910C/CM384 serving:

Recommended CM384 base: 1,646 generated tokens/s per package/card.

A reasonable public-evidence sensitivity band is 1,306–1,648 generated tokens/s/card, using the static and flex configurations. Important missing fields are arrival distribution, request concurrency, actual TTFT/TPOT percentile tables, power during the run, utilization over time, and independently reproduced results.


2. June 15–19, 2025 — CloudMatrix-Infer: detailed prefill and isolated-decode curves

Claim. Huawei and SiliconFlow reported separately optimized prefill and decode results for DeepSeek-R1 INT8 on a 256-NPU subset of CloudMatrix: 96 packages for prefill and 160 for decode.

Primary source:

https://arxiv.org/abs/2506.12708 — submitted June 15 and revised June 19, 2025.

Source quality: Huawei/SiliconFlow vendor-partner paper. Highly useful for its tables and topology disclosure, but not an independent benchmark. arXiv+2

Prefill: input tokens only

For 4,096-token prompts and 16,384 input tokens batched per NPU:

Neither figure represents generated output. The 6,688 figure should be treated as an optimization ceiling, not the default observed rate. arXiv+1

Decode: generated tokens only

Input/output length Reported batch per NPU TPOT Generated tokens/s/NPU Approx. generated tok/s per active sequence
1,024/1,024 128 46.8 ms 2,733 21.4
2,048/256 112 47.4 ms 2,360 21.1
4,096/256 96 49.4 ms 1,943 20.2
4,096/256 24 24.6 ms 974 40.6
4,096/256 8 14.9 ms 538 67.3

These are aggregate generated/decode rates at each batch point. The 1,943-token figure is therefore a high-concurrency throughput point whose per-request output rate is about 20 tokens/s, not an interactive stream running at 1,943 tokens/s. The 538-token point has much better per-sequence interactivity, roughly 67 tokens/s, but much lower aggregate card throughput. arXiv+4

The paper’s decode path also employs one-token multi-token prediction and states a 70% effective acceptance assumption, adding another implementation-specific dependency to the headline throughput. arXiv

Anchor assessment.

These numbers are useful as a latency-throughput curve, not as an end-to-end server throughput:

The prefill and decode maxima cannot simply be added or combined. With the paper’s reported 96/160 card split:

That arithmetic demonstrates that the separately reported maxima are not a balanced steady-state operating point for the stated 4K/256 workload.


3. October 16, 2025 — JD xLLM: the strongest public 910B generated-throughput disclosure

Claim. On 16 Ascend 910B accelerators serving DeepSeek-R1 with 2,048-input/2,048-output ShareGPT requests and a TPOT ceiling of 100 ms:

Primary source:

https://arxiv.org/abs/2510.14686 — submitted October 16, 2025.

The output semantics can be checked from the paper’s request rate: 5.54 requests/s × 2,048 output tokens is approximately 11,346 generated tokens/s, closely matching the reported 11,351.58. This is not a total-token figure. arXiv+5

Source quality: Industrial/academic paper from JD and collaborators. xLLM is the authors’ system, so the comparison is not neutral, but the paper states that xLLM is deployed in JD business scenarios. It has substantially better production linkage than a generic vendor lab result. arXiv

Missing conditions.

Anchor assessment: Strong enough for a 910B scenario, but not for a precision-controlled silicon comparison.

Recommended 910B base: 709 generated tok/s/card.

Conservative stack sensitivity: 530 generated tok/s/card.


4. April 30, 2026 — vLLM-Ascend Qwen3-235B: an open-stack A3 benchmark

Claim. The official vLLM-Ascend Qwen3-235B-A22B guide reports:

Single-node configuration

Three-node prefill/decode configuration

Primary source:

https://docs.vllm.ai/projects/ascend/en/v0.18.0/tutorials/models/Qwen3-235B-A22B.html — version 0.18.0, released April 30, 2026. vLLM

Source quality: Official open-source project benchmark in the Huawei Ascend ecosystem. It is not an independent hardware review.

Anchor assessment: Useful evidence that a near-frontier MoE can run through the open vLLM path, but the multi-second TTFT makes it a poor premium-interactive benchmark. The public source labels the hardware as Atlas A3 rather than exposing a separately priced “910C” SKU, so it should not be silently paired with a hypothetical 910C hourly rate.


TOTAL versus generated-throughput audit

Public number Correct classification Safe interpretation
6,688 tok/s/NPU PREFILL / INPUT Idealized perfect-expert-balancing projection; not measured default and not output throughput. arXiv+1
5,655 tok/s/NPU PREFILL / INPUT Default measured prefill result.
2,733 / 2,360 / 1,943 / 974 / 538 tok/s/NPU GENERATED / DECODE Isolated decode-cluster points at different lengths, batches, and TPOTs; not end-to-end service throughput. arXiv+4
≈633,000 tok/s/system; ≈1,646/card GENERATED / END-TO-END Full 384-card FlexNPU result, derived from completed requests/s × fixed output length. arXiv+1
11,351.58 tok/s; 709.47/card GENERATED / END-TO-END P/D SERVICE JD xLLM result; confirmed by requests/s × 2,048 outputs. arXiv+1
2,761.72 tok/s; 172.61/card GENERATED / OUTPUT Qwen3-235B A3 benchmark; not total throughput. vLLM
“>1,920 decode tok/s/card” Claimed GENERATED / DECODE, but conditions absent Huawei/SiliconFlow launch claim without disclosed precision, lengths, batch, or TTFT; not independently usable. Huawei+2

The importance of this distinction is visible even in vLLM-Ascend’s own smaller-model documentation. One Qwen3-8B benchmark reports 133.67 output tok/s but 202.64 total tok/s for the same run—a 52% headline uplift if total tokens are substituted for generated output. An offline case reports approximately 350 output versus 700 total tok/s. vLLM


Public hourly pricing and a 910B cost-per-token estimate

June 5, 2026 — China Telecom CTyun

Primary source:

https://www.ctyun.cn/document/10029787/10047957 — updated June 5, 2026.

The pak3.4xlarge.8 instance lists:

Source quality: Official cloud tariff. This is the strongest exact public 910B hourly rate found.

Caveat: It is an instance-hour, not a bare accelerator transfer price. It includes host resources but may not include or guarantee the multi-card fabric topology needed to reproduce JD’s 16-card DeepSeek-R1 result.

May 15, 2026 — Huawei Cloud Snt9b3

Primary source:

https://bbs.huaweicloud.com/forum/thread-0212721421799001051-1-1.html — published May 15, 2026.

A Huawei Cloud-hosted ModelArts tutorial lists an online-inference resource with:

Source quality: Public Huawei-hosted material, but not as strong as a canonical tariff or price-calculator output. The SKU says Snt9b3, not explicitly “Ascend 910B”; it should therefore be used only as a lower-price 910B-family sensitivity.

Derived 910B cost

Formula: RMB per million generated tokens = (RMB/hour) / (generated tok/s/card × 3,600) × 1,000,000

Using an explicit conversion assumption of RMB 7.20 per US dollar:

Hourly rate Serving throughput RMB/M generated tokens USD/M generated tokens
CTyun 910B: RMB 38.45/h xLLM: 709.47 tok/s 15.05 $2.09
CTyun 910B: RMB 38.45/h MindIE: 529.78 tok/s 20.16 $2.80
Huawei Snt9b3: RMB 29.55/h xLLM: 709.47 tok/s 11.57 $1.61
Huawei Snt9b3: RMB 29.55/h MindIE: 529.78 tok/s 15.49 $2.15

Therefore:

Preferred exact-SKU cross-source point: RMB 15.05, or $2.09, per million generated tokens.

Broader public-evidence range: RMB 11.57–20.16, or $1.61–$2.80, per million generated tokens.

This range excludes cluster interconnect charges, storage and network traffic, idle or underfilled periods, failed requests, spares, staffing, software engineering, and any additional prefill/decode imbalance. It also pairs a JD benchmark with unrelated public cloud rates and therefore should be tagged as cross-source reconstructed accelerator/instance cost, not audited provider COGS.


CloudMatrix system-cost reconstruction

April 29–30, 2025 — reported system price

Primary source:

https://www.ft.com/content/cac568a2-5fd1-455c-b985-f3a8ce31c097

The Financial Times reported an estimated CloudMatrix price of approximately RMB 60 million, or $8.2 million, per system, depending on the contract and based on industry sources. This was not a Huawei list price or disclosed invoice. Financial Times+1

Source quality: Reputable press, but an anonymous-source analyst/industry estimate.

April 15–16, 2025 — estimated power

Primary source:

https://newsletter.semianalysis.com/p/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72

SemiAnalysis reconstructed a 16-rack system—12 compute and four switching racks—and estimated approximately 559 kW of system power. This is an engineering estimate, not a Huawei measured-power disclosure. newsletter.semianalysis.com+2

Illustrative hardware-only cost floor

Assumptions:

Hourly costs:

Productive utilization of the measured throughput Hardware-plus-power $/M generated tokens
100% $0.126
80% $0.158
60% $0.210
40% $0.316
20% $0.631
10% $1.262
5% $2.525

This is a hardware-floor sensitivity, not a defensible production COGS anchor. The three essential inputs come from different dates and sources: a press-estimated purchase price, an analyst-estimated power level, and a later vendor-affiliated throughput preprint. It excludes financing, maintenance, optical and network replacement, spares, site construction, operations, software, failed capacity, idle-power behavior, and the cost of maintaining low-tail-latency headroom.

It also allocates the full system cost to generated tokens. It does not produce a separate input-token cost, because FlexNPU’s system dynamically shares prefill and decode resources.


Margin at a public list price: only a proxy is possible

May 29, 2025 — SiliconFlow DeepSeek-R1-0528 pricing

Primary source:

https://www.siliconflow.com/blog/deepseek-r1-0528-on-siliconflow

SiliconFlow listed DeepSeek-R1-0528 at:

SiliconFlow separately states that it launched DeepSeek-V3 and R1 inference through Huawei Cloud’s Ascend service in January 2025. However, there is no public route attestation proving that the R1-0528 API requests priced above were served on CM384, on 910B, or exclusively on Ascend. SiliconFlow

Using $2.29/M output as a historical output-list-price proxy:

None of those is a true gross-margin estimate. The comparison omits input revenue and input-processing cost, overhead, utilization volatility, model and version mismatch, discounts, cache pricing, customer mix, and the absence of proof that the historical SiliconFlow route used the hardware configuration being costed.

The very large difference between the 910B instance reconstruction and the CM384 hardware-floor reconstruction is itself a warning: retail cloud instance rates, system purchase estimates, and highly optimized full-supernode throughput are not economically interchangeable denominators.


Named deployment and production evidence

Entity/model Public disclosure Quantitative usefulness
SiliconFlow / DeepSeek V3 and R1 SiliconFlow says it launched the models on Huawei Cloud Ascend in January 2025. An April 11 launch claim cited more than 1,920 decode tok/s/card and approximately 20 tok/s/user. Confirms a real service path, but the launch number omits precision, lengths, batch, TTFT and fleet size. It is not independently anchorable. QQ News+3
JD / DeepSeek-R1 xLLM is described as deployed in JD business scenarios; the paper provides the 16-card 910B throughput result. Strongest production-linked 910B anchor. arXiv+1
Huawei ModelArts / DeepSeek-V3.1 A Huawei deployment guide specifies two eight-card Snt9b3 nodes—16 accelerators total. Useful fleet-size/configuration evidence, but no absolute generated throughput or cost. Huawei Cloud Support
Huawei ModelArts / Qwen3-8B The same documentation describes a one-Snt9b3 deployment and a relative “2.5× concurrent throughput” statement. Relative vendor claim only; no absolute token rate. Huawei Cloud Support
Qwen3-235B Official vLLM-Ascend benchmark on 16 and 48 Atlas A3 NPUs. Exact output throughput and latency, but not an Alibaba operator disclosure and no public A3 price. vLLM
Kimi K2 Thinking Current vLLM-Ascend documentation benchmarks BF16 on 16 A3 NPUs. At concurrency eight it reports 90.28 output tok/s aggregate, mean TTFT 1.36 s and TPOT 87.37 ms; at concurrency 16, TTFT and TPOT deteriorate sharply. Useful evidence of a functioning port and difficult latency scaling; not a competitive economics anchor. vLLM
Kimi K2 / GLM-5 Huawei Ascend announcements document adaptation or support. Model-compatibility evidence only; no operator fleet, throughput, lengths or price. Hiascend+1
Zhipu, Tencent, Kuaishou, China Telecom Huawei’s MindIE material names these organizations as customers/users and references JD deployments involving hundreds of cards and more than 15 models. Vendor deployment corroboration, but card generation, model, precision, traffic conditions and measured throughput are absent.
ByteDance Public reporting concerns large 910B orders and short deliveries, rather than an inference-serving benchmark. Supply-demand evidence only; not proof of a particular production inference deployment or cost. Reuters

No public operator disclosure from DeepSeek itself, Alibaba, Moonshot, Zhipu, Tencent, or ByteDance was found that simultaneously supplies:

  1. named model and version;

  2. numerical precision;

  3. input and output lengths;

  4. concurrency or arrival-rate conditions;

  5. TTFT and TPOT;

  6. accelerator count and prefill/decode allocation;

  7. generated-token throughput; and

  8. actual hourly or system cost.

CloudMatrix papers benchmark DeepSeek models, and SiliconFlow serves DeepSeek models on Ascend, but neither fact establishes that DeepSeek’s own principal production fleet runs on Ascend at the reported economics.


Serving-stack maturity

A production-grade vendor path exists

CANN supplies the low-level runtime, drivers and libraries, while MindIE and Huawei/SiliconFlow’s custom CloudMatrix stack provide continuous batching, paged attention, prefix caching, speculative decoding and OpenAI-compatible service interfaces. JD’s deployment and SiliconFlow’s public service are credible evidence that Ascend inference is not merely a laboratory demonstration. arXiv+4

The open-source path is real but version- and model-specific

vLLM-Ascend is an official community-maintained hardware plugin with a stable release line, support for Atlas A2/910B and A3-class hardware, and published support paths for DeepSeek, Qwen, GLM and Kimi model families. Its documentation now contains credible output-throughput and latency tables rather than only installation recipes. vLLM+3

However, release notes still disclose model-specific issues, including incorrect or garbled output on some prefill/decode paths and accuracy gaps on particular model/configuration combinations. vLLM

SGLang also has native Ascend support, including prefill/decode disaggregation, multi-node DeepSeek serving and expert-parallel/DeepEP paths. Its feature and quantization coverage is not uniform across models and devices. SGLang Documentation+3

A July 9, 2026 field report using 16 Ascend 910 devices, CANN and vLLM-Ascend for DeepSeek-V4-Flash described needing 12 patches and, in some cases, disabling sequence parallelism, fused communication, speculative decoding or graph execution to restore correctness and stability. The report omits adequate request-length detail for a throughput anchor, but it is a useful counterweight to best-case benchmark claims. arXiv+3

MindSpore Serving exists, but the public documentation most readily available is older and focused on basic Ascend 910 serving. The strongest frontier-model evidence now comes from CANN plus MindIE, custom CloudMatrix-Infer, xLLM, vLLM-Ascend and SGLang rather than from MindSpore Serving itself. MindSpore

Stack conclusion: Production-grade serving exists, especially through Huawei’s vertically integrated path. It does not follow that an arbitrary vLLM/SGLang model can achieve the CloudMatrix headline rate without model-specific kernels, topology-aware expert placement, disaggregated serving, speculative decoding and substantial tuning. This limits how readily the best public numbers generalize.


Supply constraints and the scale-generalization problem

December 2, 2024 — US export controls

The US Bureau of Industry and Security expanded controls covering advanced semiconductor-manufacturing equipment, software and high-bandwidth memory, and added 140 entities to the Entity List. These restrictions directly target inputs needed to manufacture and package advanced AI accelerators. Bureau of Industry and Security

November 21, 2024 — reported SMIC yield and deliveries

Reuters reported an approximately 20% yield for the 910C on SMIC’s N+2 process, versus roughly 50% for the 910B, and reported that ByteDance had ordered more than 100,000 910Bs but had received fewer than 30,000 by July 2024. These were historical snapshots, not current yields, but they show how early production economics and delivery volume could differ sharply from nominal wafer capacity. Reuters

June 12, 2025 — US government production estimate

Reuters reported a US Commerce Department estimate that Huawei might be able to produce no more than approximately 200,000 advanced AI chips during 2025. Reuters

Later 2025 estimates are materially more optimistic

SemiAnalysis subsequently modeled much larger potential logic-die production but identified HBM and advanced packaging as binding constraints. It estimated that available HBM inventories might support around 1.6 million 910C packages under some assumptions, while domestic CXMT HBM output could support only a few hundred thousand additional 910Cs in 2026. Bloomberg reported plans for approximately 600,000 910Cs in 2026 and about 1.6 million Ascend dies, while also emphasizing HBM stockpiles and dual-die packaging difficulty. These are analyst and press estimates, not audited production disclosures. Default+3

Physical analysis of 910C samples has also identified older Samsung and SK Hynix HBM2E, supporting the view that stockpiled imported HBM has been important to the ramp. The Business Times

The correct bottleneck description is therefore logic yield plus HBM plus advanced packaging and interconnect supply. “CoWoS shortage” is too specific: CoWoS is a TSMC packaging platform, while Huawei’s domestic package flow is not necessarily CoWoS.

Economic implication

The public scale estimates vary by multiples. This prevents assuming that:

Supply constraints do not invalidate the throughput measurements, but they materially weaken their use as a scalable fleet-wide cost anchor.


Ascend 920: precisely scoped negative result

Official source:

https://www.huawei.com/en/news/2025/9/hc-xu-keynote-speech — September 18, 2025.

Huawei’s published roadmap identifies:

It does not identify an Ascend 920. Huawei

An April 22, 2025 Data Center Dynamics article repeated second-hand claims of more than 900 BF16 TFLOPS, 4 TB/s memory bandwidth and possible second-half-2025 availability for a “920,” but noted the lack of Huawei confirmation. DatacenterDynamics

By March 2026, contemporary reporting described the 950PR—not a 920—as Huawei’s new inference-oriented successor. Reuters

Finding: As of July 15, 2026, Ascend 920 has no sufficiently authoritative public existence for modeling. There is no official specification, benchmark, deployment, cloud SKU or price. Any cost-per-token row for “920” would be fabricated from rumor and should remain blank.


Recommended treatment in a quantitative model

Model variable Recommended default Sensitivity or caveat Confidence
CM384 generated throughput/card 1,646 tok/s 1,306–1,648 full-system E2E range Medium
CM384 generated throughput/system ≈632,000 tok/s Workload-specific; 1K/1K or 1K/4K, W8A8 Medium
CM384 low-TPOT isolated decode 538 tok/s/card 4K/256, batch 8, 14.9 ms TPOT; requires separate prefill capacity Medium
CM384 batch-throughput isolated decode 1,943 tok/s/card 4K/256, batch 96, 49.4 ms TPOT; about 20 tok/s per active sequence Medium
CM384 measured prefill 5,655 input tok/s/card Do not use 6,688 as base; it is an idealized projection Medium
910B generated throughput/card 709 tok/s 530 conservative; precision and P/D split unknown Medium-low
910B public hourly rate RMB 38.45/hour Exact CTyun 910B SKU; topology mismatch with JD benchmark Medium
910B generated-token cost RMB 15.05/M, or $2.09/M Public-evidence range RMB 11.57–20.16, or $1.61–$2.80 Low-to-medium
CM384 purchase price $8.2M Press/industry estimate, not list price Low
CM384 system power 559 kW Analyst estimate, not measured disclosure Low
CM384 hardware-only cost $0.126/M at 100%; $0.210/M at 60% Extremely assumption-sensitive; not provider COGS Low
Ascend 920 N/A No official product anchor High confidence in exclusion

Precisely scoped final finding

A strict cost-per-token anchor would require a matched disclosure containing:

No public source meeting that standard exists for Ascend 910C or CloudMatrix 384.

What does exist is:

  1. a credible but vendor-affiliated full-system CM384 generated-throughput anchor;

  2. a detailed isolated prefill/decode latency-throughput curve;

  3. a production-linked 910B generated-throughput disclosure;

  4. an official public 910B instance rate, enabling a cross-source cost estimate;

  5. analyst estimates supporting only a highly assumption-sensitive CM384 hardware-floor reconstruction; and

  6. sufficient deployment and software evidence to conclude that Ascend serving is production-real, though not plug-and-play or independently benchmarked at CloudMatrix scale.

Five most load-bearing sources

  1. FlexNPU — June 3, 2026. Full 384-card DeepSeek-R1 W8A8 end-to-end throughput under explicit TTFT and TPOT constraints; the strongest CM384 generated-throughput anchor. https://arxiv.org/abs/2606.04415

  2. Serving Large Language Models on Huawei CloudMatrix384 — June 15–19, 2025. Exact DeepSeek-R1 INT8 prefill/decode topology, sequence lengths, batches, TPOT and per-NPU throughput; establishes that 6,688 is projected prefill rather than generated throughput. https://arxiv.org/abs/2506.12708

  3. xLLM industrial report — October 16, 2025. Production-linked DeepSeek-R1 result on 16 Ascend 910Bs, enabling a generated-throughput-per-card estimate and comparison against MindIE. https://arxiv.org/abs/2510.14686

  4. China Telecom CTyun Ascend instance tariff — updated June 5, 2026. Official RMB 38.45/hour rate for an instance explicitly containing one 64 GB Ascend 910B; the strongest public hourly-price anchor. https://www.ctyun.cn/document/10029787/10047957

  5. Financial Times CloudMatrix pricing report — April 29–30, 2025. Source of the widely cited approximately RMB 60 million/$8.2 million system-price estimate; indispensable for a hardware-floor reconstruction but explicitly an industry-source estimate rather than an official price. https://www.ft.com/content/cac568a2-5fd1-455c-b985-f3a8ce31c097