Ft · Datacenter Dynamics
Huawei predicts 60% revenue boost from sale of its AI chips in 2026
Compiled by KHAO Editorial — aggregated from 1 outlet. See llms.txt for citation guidance.
◌ Single Source
Huawei is forecasting a 60 percent revenue increase from the sale of its AI chips, the FT has reported.
Key facts
- According to the outlet, based on the number of orders already received this year, the Chinese chip giant expects chip revenue to hit $12 billion, up from $7.5bn in 2025
- Huawei is forecasting a 60 percent revenue increase from the sale of its AI chips, the FT has reported
- Exports will not be permitted unless there is “sufficient supply” of the GPUs in the US, with the total number of exports to be capped at less than 50 percent of US customer volume
- In March of this year, the FT reported that Nvidia had halted production of H200 GPUs intended for use in the Chinese market to reallocate manufacturing capacity at TSMC foundries for its Vera Rubin
Summary
According to the outlet, based on the number of orders already received this year, the Chinese chip giant expects chip revenue to hit $12 billion, up from $7.5bn in 2025. Citing sources familiar with the situation, the FT said demand for Huawei’s Ascend 950PR processor, which went into mass production in March of this year, was the primary driving force behind the growth. Despite the Trump administration granting permission for Nvidia to export the GPUs to “approved customers” in China and other countries under certain conditions in early December 2025, earlier this month, US Secretary of Commerce Howard Lutnick said that no H200s had been sold to China as companies in the country were facing difficulties securing permission from the Chinese government.