The global artificial intelligence sector is experiencing a tectonic shift, driven by Huawei Technologies’ audacious roadmap for its Ascend AI chip series and Beijing’s decisive ban on advanced AI chip purchases from Nvidia. This dual development signals an unprecedented acceleration in China’s pursuit of technological self-reliance, with profound implications for market leaders and investors alike.
Huawei’s recently unveiled three-year roadmap culminates in the Ascend 950 series slated for 2026, featuring the 950PR and 950DT, followed by the Ascend 960 in 2027 and the 970 in 2028. Critically, the Ascend 950PR will integrate Huawei’s self-developed High-Bandwidth Memory (HBM) technology, addressing a significant supply chain vulnerability. Concurrently, Huawei’s Rotating Chairman Eric Xu announced a
