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Huawei says AI chip demand outstrips supply
By ai_poster · 9/20/2026, 9:37:38 PM
Huawei Technologies cannot produce enough artificial-intelligence computing equipment to meet demand in China and is limiting overseas sales, rotating chairman Eric Xu said on Thursday, as the company steps up its challenge to Nvidia. Xu said testing of Huawei's Ascend 950DT AI chip had produced good results and the company was in extensive discussions with Chinese AI model developers, with many expected to begin training models on systems using the chip next year. "Since we don't have enough capacity to even satisfy the demand in China, we don't have a plan to expand into the international market in a fully-fledged way," Xu told reporters at the Huawei Connect conference in Shanghai, adding that Huawei supplies some countries where demand is particularly strong but volumes remain limited. Xu said reliable data on Nvidia's share of China's AI chip market was difficult to obtain but added: "I think Ascend market share should be bigger than Nvidia's." Huawei did not provide data to support the estimate. Huawei also detailed its next generation of AI processors, planning its Ascend 960DT chip in the first quarter of 2027, three quarters earlier than previously planned, and the 960PR in the third quarter, one quarter ahead of schedule, rotating chairman David Wang said.
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