Huawei’s Xu Zhijun: Ascend AI Chips Now Hold Larger China Market Share Than Nvidia

The claim matters less as a market-share statistic than as a signal of how far domestic substitution has moved in China's AI stack — and Huawei is pairing it with architecture-level announcements, not just chip sales. That shifts the competitive ground from individual accelerators toward interconnect and system design, where Nvidia's real moat has sat. The audience is anyone tracking where Chinese AI compute demand gets served, and by whom. The open question is whether stated share reflects deployed capacity or procurement intent.