At the Huawei Connect conference on September 17, rotating chairman Eric Xu urged domestic AI developers to accelerate progress. He argued that Chinese firms must reach a level of development where they encounter the same frontier safety risks currently faced by US companies like OpenAI, Anthropic, and Google DeepMind.
Huawei forecasts that autonomous AI agents will account for over 90% of global AI processing traffic by 2035. The company projects that there will be up to 900 billion active AI agents operating worldwide within the next decade.
To support this growth, Huawei is expanding its Ascend chip ecosystem. The company plans to release the Ascend 960DT processor in the first quarter of 2027, followed by the Ascend 960PR in the third quarter of 2027.
Huawei currently holds a larger share of the domestic AI computing market in China than Nvidia. This shift follows US export controls on advanced semiconductors, which began in 2019 and were significantly tightened in October 2023 to restrict access to high-performance AI chips.
Despite its domestic market position, Huawei acknowledged that it cannot yet meet all of China's AI computing demand. The company has indicated that it has minimal plans for international expansion, focusing instead on filling the supply gap created by US trade restrictions.
