Huawei’s AI chips have overtaken Nvidia’s sales in China, a meaningful step toward building a homegrown alternative
gizmochina.com Oct 9, 2026

Huawei’s AI chips have overtaken Nvidia’s sales in China, a meaningful step toward building a homegrown alternative

AI-summarised brief · reviewed before publication

Huawei announced that its Ascend AI chips have surpassed Nvidia’s sales within China, marking an AI processor outpacing the U.S. rival. The claim was made by rotating chairman Eric Xu after the Huawei Connect conference, where he acknowledged that Ascend chips still lag behind Nvidia in single‑chip performance but compensate with higher volume and integration. Huawei showcased the Atlas 950 SuperPoD built on its new Peerium architecture, which unifies CPUs, NPUs, memory and networking via a UnifiedBus. Xu admitted the company cannot meet current Chinese demand and has no plans for large‑scale exports. Production remains limited to DUV lithography, with Huawei relying on its LogicFolding technique to approach 1.4 nm density by 2031. The firm also highlighted HarmonyOS’s expansion to over 90 million devices.

💡 Why It Matters

  • · By securing domestic AI chip sales dominance, Huawei reduces China’s exposure to U.S.
  • · export bans and accelerates the country’s push for a self‑sufficient semiconductor ecosystem.