Epoch AI estimates Huawei will produce less than 4% as much AI compute, measured in H100-equivalents, as Nvidia in 2026 -- and without access to foreign high-bandwidth memory, that share could fall to around 1% by 2028
Epoch AI, a research organization, estimated Huawei's AI compute production in H100-equivalents compared to Nvidia's. The estimate for 2026 is less than 4% of Nvidia's output. This projection considers Huawei's chip roadmap and the constraints of US export controls, particularly the limited supply of high-bandwidth memory (HBM).
Verified 2026-09-10
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China's leading AI chip maker is far behind Nvidia, and memory export limits could widen the gap.
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