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China to see major shift to Huawei for AI model training in 2027: rotating chair

Huawei Technologies rotating chairman Eric Xu Zhijun said at the Huawei Connect 2026 conference in Shanghai on Thursday that a major domestic shift toward Huawei's Ascend-based AI computing infrastructure for model training will begin next year, with much of that training running on SuperPoD or SuperCluster systems built on the Ascend 950DT. Xu said Huawei's proprietary Ascend chips have overtaken Nvidia in domestic market share, though he did not provide specific figures; Nvidia confirmed last month it had begun shipping H200 processors to China under a new US licensing arrangement, sales that represented less than 1 per cent of its second-quarter data-centre revenue.

by read1 min views2 publishedSep 18, 2026
China to see major shift to Huawei for AI model training in 2027: rotating chair
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The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says

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Iris Dengin Shanghai Huawei Technologies expects a major domestic shift towards its artificial intelligence computing infrastructure for model training next year, as its Ascend processors gain ground on Nvidia in China despite supply constraints, according to rotating chairman Eric Xu Zhijun.

“I believe that starting from next year, a lot of the AI model training will be based on the SuperPoD or SuperCluster based on Ascend 950DT,” Xu told reporters during the Huawei Connect 2026 conference in Shanghai on Thursday.

Xu said Huawei’s proprietary Ascend chips had overtaken Nvidia in domestic market share, although he did not provide specific figures.

Nvidia confirmed last month that it had begun

shipments of its H200 processorsto China under a new US licensing arrangement after a months-long lockout, although those sales represented less than 1 per cent of its second-quarter data-centre revenue.

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