Huawei says Ascend tops Nvidia in China share as supply stays tight
According to a media briefing summary published by Jiemian, Huawei rotating chairman Xu Zhijun said Ascend is still far from meeting domestic demand and that Huawei has no plan to expand broadly overseas, urging the supply chain to "go faster, produce more"; he said Huawei's own data suggests Ascend's China market share has surpassed Nvidia's, though the note gave no figure or methodology. Nvidia said in its quarterly report that H200 shipments to some Chinese customers permitted since February accounted for less than 1% of data center revenue in the quarter, and it excluded China data center compute revenue from next-quarter guidance. The article also reports intent prices for Ascend 950DT accelerator cards up 20%-50% in two months to over 250,000 yuan and 950PR up from about 60,000 yuan early this year to over 80,000 yuan (intent quotes, not final prices), and that DeepSeek published Ascend-targeted software components including TileKernels and DeepGEMM-Ascend on September 30.
With advanced AI compute supply constrained, chip capacity, pricing and software portability in China are becoming decisive for how fast companies can train and deploy models.