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 may capture the largest share of China’s AI chip market in 2026, according to a Financial Times report.

Demand for domestic alternatives, strong orders for Huawei’s 950PR inference chip, and government support are boosting its position.

Nvidia’s H200 sales to China are stuck between U.S. and Chinese regulatory requirements, delaying shipments.

Huawei is scaling manufacturing with SMIC and betting on inference workloads and chip clusters to compete despite weaker chips per unit.