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Founded1987

Key PeopleRen Zhengfei

HeadquartersShenzhen, China

ProductsAscend AI, Pangu

Top News

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Nvidia's dominance in China has eroded dramatically, with its market share falling from 95% to just 55% as Chinese chipmakers shipped 1.65 million AI GPUs in 2025. Huawei leads domestic vendors with 812,000 units, while U.S. export controls accelerate Beijing's push for self-reliance in semiconductors. The shift marks a critical turning point in the global AI chip race.

Business4 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Business4 sources

Huawei's new AI chip wins over ByteDance and Alibaba with CUDA compatibility breakthrough

Huawei's Ascend 950PR AI chip has successfully completed customer testing, with ByteDance and Alibaba planning to place orders. The breakthrough comes from improved CUDA software system compatibility through CANN Next, making it easier for Chinese tech companies to migrate from Nvidia. Huawei plans to ship 750,000 chips this year as demand for domestic alternatives grows.

Technology4 sources

Huawei's new AI chip wins over ByteDance and Alibaba with CUDA compatibility breakthrough

Technology4 sources

NeurIPS reverses controversial ban after China threatens boycott over US sanctions policy

The world's premier AI research conference NeurIPS sparked international controversy after announcing restrictions on US-sanctioned entities like Huawei and SMIC. China's largest science federation CAST responded with a boycott, redirecting funding to domestic conferences and refusing to recognize NeurIPS publications. The organizers quickly reversed course, calling it a miscommunication, but the incident highlights deepening geopolitical tensions threatening global scientific collaboration in AI research.

Policy5 sources

NeurIPS reverses controversial ban after China threatens boycott over US sanctions policy

Policy5 sources

China's No. 2 chipmaker advances 7 nm production for AI chips amid self-sufficiency push

Hua Hong Group has developed advanced chip manufacturing technologies capable of producing AI chips using 7-nanometre processes at its Shanghai plant. The breakthrough makes it China's second chipmaker with such capabilities, alongside SMIC, as Beijing intensifies efforts to reduce dependence on foreign semiconductor suppliers despite ongoing U.S. export restrictions.

Technology5 sources

China's No. 2 chipmaker advances 7 nm production for AI chips amid self-sufficiency push

Technology5 sources

Z.ai trains GLM-Image entirely on Huawei hardware, challenging Nvidia's AI chip dominance

Chinese AI firm Z.ai has released GLM-Image, an open-source image generation AI model trained completely on Huawei's Ascend chips without any Nvidia GPUs. The 16-billion parameter model demonstrates accurate text rendering and complex prompt understanding, proving that domestic Chinese hardware can now sustain large-scale AI training independently.

Technology2 sources

Z.ai trains GLM-Image entirely on Huawei hardware, challenging Nvidia's AI chip dominance

Technology2 sources

xFusion hires Citic Securities for IPO as China's AI server market heats up

xFusion, China's leading AI server provider, has hired Citic Securities to prepare for an initial public offering. The former Huawei subsidiary recorded sales exceeding $5.72 billion in 2024 and joins a wave of Chinese AI chipmakers tapping into investor enthusiasm for AI companies amid U.S. technology restrictions.

Business2 sources

xFusion hires Citic Securities for IPO as China's AI server market heats up

Business2 sources

China builds secret EUV prototype to rival the West in AI chips, targeting 2030 production

Chinese scientists have completed a prototype EUV lithography machine in a high-security Shenzhen laboratory, built by former ASML engineers through reverse engineering. The machine generates extreme ultraviolet light but hasn't produced working chips yet. China targets 2028 for functional chip production, though 2030 is more realistic—years ahead of Western estimates.

Technology4 sources

China builds secret EUV prototype to rival the West in AI chips, targeting 2030 production

Technology4 sources

Nvidia CEO Jensen Huang Warns China Could Win AI Race Amid Trade War Tensions

Nvidia CEO Jensen Huang sparked controversy by stating China could win the AI race, citing energy advantages and regulatory challenges. His comments highlight growing tensions over chip exports and China's push for domestic alternatives to Nvidia's CUDA platform.

Policy17 sources

Nvidia CEO Jensen Huang Warns China Could Win AI Race Amid Trade War Tensions

Policy17 sources

China Bans Foreign AI Chips from State-Funded Data Centers, Offers Power Subsidies for Domestic Alternatives

China has issued sweeping restrictions on foreign AI chips in government-funded data centers while simultaneously offering substantial power subsidies to incentivize the use of domestic semiconductors. The move represents a significant escalation in the country's push for technological independence from U.S. chip manufacturers.

Policy19 sources

China Bans Foreign AI Chips from State-Funded Data Centers, Offers Power Subsidies for Domestic Alternatives

Policy19 sources

Smart Glasses Race Heats Up as Chinese Companies Challenge Meta's Dominance with Affordable AI-Powered Models

Chinese tech giants like Alibaba are launching affordable AI-powered smart glasses priced around $560, challenging Meta's premium market position and potentially making the technology mainstream through practical features like real-time translation.

Technology2 sources

Smart Glasses Race Heats Up as Chinese Companies Challenge Meta's Dominance with Affordable AI-Powered Models

Technology2 sources

China Bans TechInsights After Revealing Foreign Components in Huawei's AI Chips

China has blacklisted Canadian semiconductor research firm TechInsights following a report that exposed the use of foreign components in Huawei's latest AI chips. This move highlights the ongoing tensions in the global chip industry and China's push for technological self-sufficiency.

Technology2 sources

China Bans TechInsights After Revealing Foreign Components in Huawei's AI Chips

Technology2 sources

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