Huawei to produce under 4% of Nvidia's AI compute in 2026, Epoch AI estimates
Jsevillamol · x · 2026-09-05
Epoch AI analyzed Huawei's chip roadmap and supply chain—from the Ascend 950 to its 3D-stacking bet and domestic HBM supply—and concludes Huawei will almost certainly not catch up to Nvidia by 2030. The firm estimates Huawei will produce less than 4% of Nvidia's AI compute in 2026, and that relying on domestic HBM alone could shrink that share to just 1% by 2028.
Related event: Epoch AI: Huawei AI compute to stay far behind Nvidia through 2030(2 posts)→
More from Infra
- Railway pauses all new builds amid major outage, users ask if vibe coding is to blame — AaronBergman18 · 2026-10-21
- a16z: Superhuman AI hardware design is the easy part — manufacturing is the hard one — a16z · 2026-10-21
- Sizing a 1 GW datacenter: ~522,000 Blackwell GPUs fit inside — bookwormengr · 2026-10-21
- DeepSeek's production density reportedly hits ~$38 per GPU-hour at saturation — bookwormengr · 2026-10-21
- PyTorch details KTIR and Dataflow Scheduler behind IBM's Spyre accelerator backend — PyTorch · 2026-10-21
- Indie dev replaces $1k OpenAI bill with a YAML pipeline on spot GPUs and vLLM — cmm324 · 2026-10-21