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# Huawei's AI chip revenue to nearly double as Nvidia retreats from China
- URL: https://adjacent.media/signals/huaweis-ai-chip-revenue-to-nearly-double-as-nvidia-retreats-from-china/
- Published: 2026-05-01T16:10:22.000Z
- Updated: 2026-05-01T16:10:22.000Z
- Description: Huawei is projecting $12B in AI chip sales by 2026—a 60% jump from $7.5B in 2025—driven by surging demand for its Ascend 950PR processor. U.S.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, hardware, infrastructure, chips

Source: [Financial Times](https://www.ft.com/content/b82fa156-d1db-40e5-bce5-3c5f8f54069b?ref=adjacent.media)

Huawei is projecting $12B in AI chip sales by 2026—a 60% jump from $7.5B in 2025—driven by surging demand for its Ascend 950PR processor. U.S. export controls have eliminated foreign competition in the Chinese market, allowing Huawei and other Beijing-aligned companies to capture the entire Chinese cloud and enterprise segment. The result is a bifurcated AI chip market: separate ecosystems rather than a global one. China's AI infrastructure is decoupling from Western supply chains in real time, which reduces future leverage for U.S. sanctions and accelerates domestic semiconductor development.