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Huawei s market share in AI servers
Huawei is the leading AI and datacenter chipmaker in China, and given these restrictions on NVIDIA GPUs, the company is all set to grab a 60% share in Chinese AI markets by the end of 2026. China's domestic AI chips took 41% of the accelerator server market in 2025. NVIDIA, being the biggest name in the AI industry, has seen its share drop to zero after the policy. According to IDC latest data, by the end of 2022 the global server market reached US$123. 22 billion, a year-on-year increase of 20. The Chinese market accounted for more than 25%, becoming one of the main drivers of global server growth. Driven by the mass production of its Ascend 950PR chip and strong demand for domestic AI solutions, Huawei's AI revenue could reach $12 billion this year. Bernstein Research, a widely recognized global equity.
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