Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times)
Huawei anticipates its AI chip revenue will reach approximately $12 billion in 2026, a 60% increase from an expected $7.5 billion in 2025, driven by surging orders for its Ascend 950PR chip. The growth comes amid stalled sales of Nvidia's AI chips in the Chinese market due to export restrictions and regulatory challenges. This shift highlights Huawei's expanding role in China's domestic AI semiconductor industry.
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