Huawei Eyes $12B as Nvidia Cedes China AI Market

from Awesome Agents Podcast · host Awesome Agents

Bernstein projects Nvidia's China AI chip share falls from 66% to 8% in 2026 while Huawei targets $12B in revenue, with ByteDance alone committing $5.6B in Ascend 950PR orders.

Episode metadata supplied by the publisher feed · Published May 2, 2026

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Huawei Eyes $12B as Nvidia Cedes China AI Market

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