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News articleSeeking Alpha· March 27, 2026

Alibaba, ByteDance plan to place orders for Huawei's new AI chip: report

View original at seekingalpha.com
Alibaba, ByteDance plan to place orders for Huawei's new AI chip: report [French headquarters of Huawei Technologies, Boulogne-Billancourt, France] HJBC Customer testing of Huawei Technologies' new AI chip, aimed at challenging Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) in the China market, ‌has gone well, an…
Opening lines of the source · Seeking Alpha · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • The new chips will allow developers at Chinese tech companies to migrate their models more easily from Nvidia's software system

    60% confidence

  • Huawei struggled to persuade big tech giants in the private sector to adopt its Ascend 910C chip in large quantities

    60% confidence

  • Customer testing of Huawei's new AI chip has gone well, and Alibaba and ByteDance plan to place orders

    60% confidence

  • Tech companies plan to use the new 950PR chip more extensively as it is more compatible with Nvidia's CUDA software system and has better response speeds

    60% confidence

  • Compared to the 910C, the 950PR chip only offers a small improvement in raw computing power but is designed to excel in handling inference workloads

    60% confidence

  • Huawei intends to ship about 750,000 950PRs this year

    60% confidence

  • Nvidia has received purchase orders from customers in China

    60% confidence

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Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Apple Inc.
The observation date (2025-12-27) precedes Q1 2026, making it logically impossible to have actual Q1 2026 cash data at that point. Q1 2026 would not end until March 31, 2026. Additionally, the magnitude of the difference ($45.3B vs $132.42) is implausibly large even as a normal quarterly change for Apple. While different fiscal periods can show different values, the timing relationship here suggests a data integrity issue rather than legitimate period-over-period variation.
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