Huawei says Ascend has overtaken Nvidia in China without giving figures

Huawei chairman Eric Xu said at Huawei Connect that Ascend now leads Nvidia in China, based on Huawei's own data, but did not give a market share. Bernstein forecasts about 50% for Huawei and 8% for Nvidia this year, and Xu says mainland process nodes, not chip design, are the bottleneck. DeepSeek reportedly plans to deploy at least 160,000 Ascend 950DT chips in Inner Mongolia.