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.
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