Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030
Huawei is projected to overtake Nvidia in China's AI chip market by 2026 as U.S. and Chinese regulatory restrictions stall shipments of Nvidia's H200 chips. Huawei's AI chip revenue is expected to rise to $12 billion, driven by demand for its domestically produced 950PR and upcoming 950DT chips. Despite Nvidia's technological edge, conflicting export and import regulations have created a logistical stalemate, giving Chinese firms incentive to adopt homegrown alternatives.
- ▪Huawei expects its AI chip revenue to increase from $7.5 billion in 2025 to $12 billion in 2026.
- ▪Nvidia's H200 chip shipments to China are delayed due to conflicting U.S. and Chinese regulatory requirements.
- ▪Chinese authorities have directed tech companies to limit Nvidia chip usage to overseas operations.
- ▪Most of Huawei's AI chips are manufactured by Semiconductor Manufacturing International Corporation (SMIC).
- ▪China's domestic AI chip market is projected to reach $67 billion by 2030.
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Tech Industry Artificial Intelligence Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 News By Etiido Uko published 1 May 2026 The Chinese government is seeking to overthrow Nvidia When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images) Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter A Financial Times report has claimed that Shenzhen-based Huawei is on track to capture the largest share of China’s AI chip market this year,…
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