Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030

Huawei is poised to dominate China's AI chip market in 2026, potentially surpassing Nvidia, as the company expects a surge in AI chip revenue. Despite facing regulatory hurdles, Huawei is aggressively expanding its chipmaking capabilities and plans to launch upgraded versions of its chips. On the other hand, Nvidia's shipments to China have faced delays due to export restrictions and regulatory barriers. While Nvidia's chips are more advanced, Huawei is strategically targeting the growing inference segment of the AI market. China's AI chip market is projected to reach $67 billion by 2030, with domestic companies expected to supply the majority of the demand.