General
Thursday, April 30, 2026·14 sourcesHuawei projects $12 billion AI chip revenue in 2026, up from $7.5 billion
NVDA·NVIDIA
The projection is based on orders already received for Ascend 910B and 950PR inference processors, according to Financial Times sources. Chinese tech firms are adopting Huawei chips as alternatives to Nvidia for AI inference workloads.
Top press
Huawei expects AI chip revenue to jump at least 60% this year, FT reportsReuters · May 1
Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies, the Financial Times reported on Friday.
Huawei’s AI chip sales surge as Nvidia stalls in ChinaFinancial Times · May 1
Huawei’s AI chip sales surge as Nvidia stalls in China Financial Times
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