Huawei Is The Biggest Winner In China’s AI Market After NVIDIA Pullout, AI Share To Reach 60% This Year

Huawei is set to become the biggest winner in China’s AI chip market as US export controls push NVIDIA’s leading chips out of the country.

Demand is shifting to domestic alternatives, with strong orders for Huawei’s Ascend 950PR and growing interest across its Ascend roadmap.

Analysts say Huawei could reach a $12 billion revenue run-rate by 2026, while Chinese suppliers may serve most of the market by 2030.

The change accelerates China’s push for self-reliant AI hardware and reshapes competition, supply chains, and market share.