Huawei & Nvidia
13 shared events · Importance 12 · Last updated Jun 29, 2026
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International
Huawei: Huawei is rapidly gaining market share in China's AI chip market, becoming a leading domestic supplier with its Ascend 950 series chips, which are comparable to Nvidia's H200.
Nvidia: Nvidia is losing significant market share in China's AI chip market due to US export controls and the rise of domestic competitors like Huawei. The company is pivoting to sell its new Vera CPU in China to regain ground.
Apr 20, 2026 · 20 articles
International
Huawei: Huawei is mentioned as a domestic Chinese chip developer whose products are increasingly being relied upon by Chinese firms like DeepSeek, highlighting China's pivot away from foreign chips.
Nvidia: Nvidia is the primary chipmaker whose H200 AI chips are at the center of this stalled trade deal between the United States and China. The company's market share in China's AI accelerator market has fallen to zero due to export controls, and it seeks to unlock sales to regain its foothold.
May 14, 2026 · 42 articles
Tech
Huawei: Huawei's Ascend 910B processors are reportedly used to train and run GLM (AI), demonstrating China's ability to develop advanced AI using domestic silicon despite US chip restrictions.
Nvidia: Nvidia is a US chipmaker whose hardware is not used in the training or running of GLM (AI), indicating China's efforts to circumvent US chip restrictions.
Apr 20, 2026 · 13 articles
Tech
Huawei: Huawei is a Chinese chipmaker whose latest chips are reportedly capable of running DeepSeek's V4 model. A shift to Huawei chips would be a significant milestone for China in bypassing US export restrictions.
Apr 09, 2026 · 7 articles
International
Huawei: Huawei Technologies Co. is a domestic champion in China's semiconductor industry, which Beijing aims to boost to achieve self-sufficiency, potentially competing with Nvidia.
Apr 16, 2026 · 760 articles
Regulatory
Huawei: Huawei is mentioned as a precedent for similar U.S. action to remove a tech giant from the United States — United States Department of Defense's supply chains due to national security concerns.
Feb 15, 2026 · 139 articles
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Huawei gained market share NvidiaNvidia Loses China AI Chip...
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Nvidia conceded market HuaweiNvidia Loses China AI Chip...
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