All compute deals

Huawei compute deals

Public agreements, delivery targets, and source evidence for Huawei.

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Market overview

The commitments behind the buildout

Selected public agreements. Amounts follow the selected filters. Compute purchases and the facilities hosting them can describe the same capacity.

Capacity by contract layer
LayerStated amountUp toMore than
Compute purchases———
IT power leases———
Campus projects———

Upper limits are not firm commitments. Minimums are not exact totals. Each column stands alone; the three layers must not be added together.

USD compute agreements

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Stated contract values over their full terms

Additional upper-limit values

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Additional minimum values

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0 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. Full-term contract values are not annual revenue or infrastructure capital expenditure.

Compare buyers · 1 companies
Buyer / developerAgreementsCompute: statedCompute: up toCompute: overDated targets
Huawei1———0 of 1

Time to Power

When is capacity expected?

0 dated targets · 1 without a first-capacity window

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0 elapsed targets await delivery evidence

Delivery confirmation is still needed for these records. An elapsed target alone does not establish a delay.

Actual time to power: not established

Company targets describe expected availability. Measured time to power requires a dated start and site-level energization evidence.

Reported delivery

China Telecom / Huawei · MW undisclosed · 11,520-card ascend cluster reported launched

The government report says the 11,520-card cluster launched on July 9. China Telecom reports 30 supernodes and 9,000 PFLOPS FP16. Neither figure is MW, IT load, or an energization measurement.

Company update · 2026-07-10 ↗

No dated first-capacity targets in this selection.

How to read these dates and figures

Dates are the original announced windows. A vague year keeps a full-year range; construction completion and equipment release dates are excluded. 1 announcements disclose no MW allocation. 0 quantified records are excluded from capacity comparisons because their scope is not comparable or overlaps. Export the CSV for the source, quantity terms, and inclusion basis of each agreement.

1 announcement

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AnnouncedBuyer / partnerValueCapacityLocation / timingDetails
Jul 10, 2026

Huawei

China Telecom / Huawei

Strategic partnership

Approximately RMB 5.5 billion total project investment

Undisclosed

11,520 Ascend accelerators in 30 supernodes; source also reports 9,000 PFLOPS FP16, not MW or IT load

Shaoguan, Guangdong, China

Cluster launched July 9, 2026

In use at announcement
Deal details

China Telecom and Huawei launched an Ascend 910C cluster on July 9, 2026. Shaoguan government reports 11,520 accelerators; China Telecom reports 30 supernodes, 9,000 PFLOPS FP16, and approximately RMB 5.5 billion total project investment. The investment is kept in native currency and excluded from USD contract totals. Accelerator count and compute throughput are not MW, critical IT load, or utility power. The launch establishes operational compute, not a measured power-delivery date.

Hardware: Huawei Ascend 910C accelerators in 30 supernodes; 11,520 cards reported by Shaoguan government

China Telecom, Ascend cluster launch and investment disclosure ↗Shaoguan government report on the 11,520-card cluster launch ↗Assess this deal
Source ↗