4 stories · “huawei”.
Nvidia's share of China's AI-accelerator market fell to 34 percent in the first half of 2026 as Huawei climbed to 28 percent, per IDC data reported by Reuters.
DeepSeek open-sourced TileLang and a set of Ascend kernel libraries, a CUDA-style software stack for Huawei's AI chips that lowers the cost of leaving Nvidia.
Huawei pulled the Ascend 960DT to Q1 2027, showed the industry-first NPO Atlas 960E SuperPoD at Connect 2026 and set a yearly doubling cadence in Shanghai.
Huawei has lifted its Ascend 950DT above 250,000 yuan and Cambricon is repricing its next chip, as a high-bandwidth memory crunch reshapes China's AI buildout.
