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Huawei's China Market Share in AI to Reach 60% as NVIDIA CEO Confirms Zero Chip Share in China after US Policy Shift.
NVIDIA's AI chip market share in China has dropped to zero due to US export bans.
KEY POINTS
- Huawei is projected to capture 60% of China's AI chip market by the end of 2026.
- Huawei's Ascend 950PR chip, with 2 PFLOPs FP4 performance, entered mass production in March.
- Huawei's AI chip revenue could reach $12 billion in 2026, based on current orders.
- By 2030, 86% of China's projected $67bn AI chip market is expected to be supplied by domestic firms.
COMPANIES
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