Huawei AI Chip Revenue $12B by 2026, Nvidia Stalls
Get the Tech newsletter
Daily tech — startups, AI labs, chips, the launches that shape the next decade. Free.
- Huawei expects AI chip revenue $12B in 2026, a 60% jump from $7.5B in 2025.
- Ascend 950PR orders surge, fueling Huawei’s revenue growth.
- Nvidia stalls in China, losing market share as Huawei expands.
- Google integrates Gemini AI across Chrome, Android, and Workspace.
Why it matters: Huawei gains $12B revenue in 2026, Nvidia loses Chinese market share, accelerating China's AI hardware self‑reliance and squeezing US chip exporters, while Chinese firms capture a larger slice of the global AI compute market.
