By Etiido Uko
Publication Date: 2026-05-01 13:01:00
A Financial Times report has claimed that Shenzhen-based Huawei is on track to capture the largest share of China’s AI chip market this year, following growing demand from Chinese firms seeking domestic alternatives to American chipmaker Nvidia.
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The move comes as NVIDIA’s China operations — once accounting for up to 25% of its data center business revenue — are being affected by export restrictions and regulatory barriers imposed by both the United States and China amid broader technological and trade tensions between the two countries.
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We reported earlier that Nvidia CEO Jensen Huang confirmed in March 2026 that the company had received U.S. licenses to sell H200 AI chips to China and was restarting production to meet demand. However, despite obtaining U.S. clearance and securing orders from Chinese customers, shipments have faced hurdles, with reports suggesting potential delays due to Chinese import regulations.
The Financial Times report claims that…
