China to see major shift to Huawei for AI model training in 2027: rotating chair
Huawei anticipates a significant domestic shift towards its AI computing infrastructure for model training beginning in 2027. Rotating chairman Eric Xu Zhijun stated that its Ascend processors are gaining ground on Nvidia in China. This shift is expected despite ongoing supply constraints. Xu also claimed Huawei's proprietary Ascend chips have already surpassed Nvidia in domestic market share, though specific figures were not provided.
Huawei's claim of overtaking Nvidia in China's domestic AI chip market is a bold assertion. The company forecasts a major shift to its Ascend 950DT-based SuperPoD or SuperCluster for AI model training next year. This is a direct challenge to Nvidia's dominance, especially given US export controls on advanced chips to China.
This development forces Chinese AI companies to consider Huawei as a viable alternative for their computing needs. It means less reliance on foreign technology, aligning with Beijing's self-sufficiency goals. The test for Huawei is whether its ecosystem can truly support the diverse and demanding needs of large-scale AI model development.
The thing to watch is the actual adoption rate of Ascend 950DT systems in 2027. If major Chinese AI players publicly commit to Huawei's infrastructure, it validates Xu's forecast. Otherwise, the claim of market leadership remains unsubstantiated by public data.
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