China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD

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China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD
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China could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.

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