Huawei's September AI Chip Output Reportedly Doubles Rival's 2024 Installations, Analyst Claims

An analyst operating under the name Teortaxes recently asserted via social media that Huawei's AI chip production in September alone significantly surpassed a competitor's entire installation volume for 2024. This claim underscores the escalating competition and rapid advancements within the global AI semiconductor market, particularly as Huawei intensifies its efforts to rival Nvidia's established dominance.Huawei, a prominent Chinese technology conglomerate, has been aggressively developing its Ascend series of AI chips, such as the Ascend 910B, in response to stringent US sanctions that restrict its access to advanced Western semiconductor technology. This strategic domestic push is a cornerstone of China's broader objective to achieve technological self-reliance in artificial intelligence, driving substantial investment and accelerated development within the country.According to the tweet, Huawei "built in September alone 2x what you had installed in all of 2024 and they're accelerating." The analyst further suggested that the unnamed competitor's "production is likely <5% of theirs," implying a considerable disparity in manufacturing and deployment scale. While specific monthly production figures for Huawei's Ascend chips are not publicly disclosed, industry reports indicate a substantial increase in installations within Chinese data centers throughout 2025, fueled by national strategic goals.The analyst clarified that Huawei is not "in a race" with Nvidia, but rather "heroically catching up." Nvidia currently commands a dominant global market share in AI GPUs, holding over 80-90% in data centers, making Huawei's indigenous development a challenging yet strategically vital endeavor for China amidst export controls.Teortaxes also proposed a "realistic goal" for the unnamed competitor, suggesting "eg 1 million total by 2030." This ambitious target highlights the immense scale of AI infrastructure deployment anticipated in the coming years and the aggressive benchmarks being set within the industry. The rapid expansion of Huawei's AI chip production and deployment, as suggested by these claims, signifies a notable shift in the global semiconductor landscape and China's accelerated drive to build an independent AI ecosystem.