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Huawei's Ascend Chips Have Overtaken Nvidia in China's AI Market
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Huawei's Ascend Chips Have Overtaken Nvidia in China's AI Market
Bernstein Research estimates that Huawei's Ascend chips now hold roughly 50% of China's AI accelerator market, up from near zero a year ago, while Nvidia's share has fallen to about 8% from 40%. The shift is powered by the Ascend 950PR chip and a production ramp to 1.6 million dies in 2026.
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