The year 2026 is marked as pivotal for the realization of domestic AI computing power, yet significant barriers remain. Industry consensus suggests that while policy-driven procurement has opened wide, real deployment, software ecosystem maturity, and scale replication are still in nascent stages.
Policy procurement has seen substantial progress, with major tech companies like Alibaba and Tencent placing large orders for Huawei's Ascend chips. However, real deployment is only beginning, evidenced by DeepSeek V4's transition to domestic computing power. The software ecosystem, crucial for seamless AI model deployment, remains underdeveloped compared to NVIDIA's CUDA, and scale replication across mid-sized enterprises is not expected until 2027-2028.
The industry's full potential hinges on overcoming these barriers, with the current landscape dominated by leading players. True economies of scale will emerge as the software ecosystem matures and mid-sized enterprises adopt domestic computing solutions.
AI Computing Power Faces Four Key Barriers to Full Realization in 2026
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