[SMM Flash News] China Mobile Invested an Additional 3.35 Billion Yuan in Huawei Ascend

Published: Aug 28, 2026 09:04

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On August 26, 2026, China Mobile released the bid evaluation announcement for the 2026 capacity expansion and the 2026–2027 supplementary procurement of AI supernodes for its Hohhot intelligent computing center. Across the two periods, the cumulative awarded value reached 3.35 billion yuan, with deployment of more than 10,000 cards, all based on Huawei Ascend (CANN ecosystem).

[Data]

- This round (Phase II): 3,840 cards (480 sets), approximately 1.29 billion yuan excluding tax

- Phase I (April): 6,208 cards, 2.06 billion yuan

- Sub-lots: Yangtze Computing, PowerLeader Computer, Henan Kunlun, and Huakun Zhenyu shared the awards; Package 1: Yangtze 1,920 cards/621 million yuan, PowerLeader 768 cards/248 million yuan; Package 2: Henan Kunlun 768 cards/283 million yuan, Huakun Zhenyu 384 cards/142 million yuan

- Deployment: Hohhot data center (one of the largest computing power periods nationwide)

[SMM Comment]

Rationale: Operators continued to expand capacity with domestically produced computing power, and Ascend supernodes (8,192-card interconnect, 1 EFLOPS under FP8) became the mainline for large-scale clusters. Comparative factors: Huawei Ascend shipped 812,000 units in 2025, accounting for 49.2% of domestic production; the 950PR’s single-card compute reached 2.87 times that of the H20. Impact on the industry chain: The share of domestic GPUs in operators’ centralised procurement increased, validating that “domestic substitution” moved from a slogan to scaled deployment.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

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