Huawei's AI Revolution: Breaking Free from Nvidia's Grip (2026)

Huawei Technologies unveiled hardware that it claimed could deliver world-class computing power without using Nvidia’s advanced chips, in a breakthrough that could potentially free the supply chokehold that constrains China’s aspirations in artificial intelligence.

The Shenzhen-based telecoms equipment giant said it had developed the “world’s most powerful” supernode computing cluster using local chipmaking processes, providing a boost to the country’s self-reliance in AI computing and underpinning Beijing’s toughening stance towards Nvidia.

“Huawei is seeking to build a ‘supernode + cluster’ computing solution using chip manufacturing processes available in China to meet the growing compute needs,” Xu Zhijun, Huawei’s deputy chairman and rotating chairman, said at the company’s annual Connect Conference in Shanghai.

Xu also disclosed Huawei’s plans to launch upgraded Ascend AI chips over the next three years, including the Ascend 950PR in the first quarter of 2026, in a timetable that runs in parallel with AI chips from Nvidia and AMD.

Huawei's AI Revolution: Breaking Free from Nvidia's Grip (1)

Xu’s statement comes as Beijing is pressing its tech giants to stop buying the chips that Nvidia tailor-made for China, which were designed to comply with US export restrictions. On Beijing’s new stance, Nvidia CEO Jensen Huang said on Wednesday that he was “disappointed with what I see, but they have larger agendas to work out between China and the United States, and I’m patient about it”.

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Huawei's AI Revolution: Breaking Free from Nvidia's Grip (2026)
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