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SITUATION EXPLAINED: DeepSeek and Moonshot's models are mostly trained on 3-year-old, export-controlled chips.• Huawei showed a real Atlas 950 SuperPoD at WAIC 2026 in Shanghai: 1 exaflop FP8, 2 exaflops FP4, 256 terabytes of unified memory, more than enough to serve Kimi K3's 2.8 trillion parameters• This unit is actually 1/8 the size of the full Atlas 950 SuperPoD Huawei originally announced in September 2025 (8 exaflops FP8, 16 exaflops FP4 8,192 NPUs), a discrepancy independent analysts flag
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