Timeline
Nvidia's next-gen AI rack system delayed to 2028.
Nvidia's next-gen AI rack system delayed to 2028
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Next-gen AI rack system delayed to 2028
Nvidia invested $2B each in Lumentum and Coherent to secure laser supply
Nvidia in talks to invest $250B in OpenAI.
Launched HarmonyOS 7 with Xiaoyi AI agent at HDC 2026
Huawei targets 1µm bond pitch for 2027 Kirin chips
Huawei targets 1.4nm-equivalent density by 2031 using Tau Scaling Law
Kirin chips with LogicFolding architecture ship this fall
Ecosystem
Huawei
Nvidia
Evidence (7 articles)
DeepSeek V4 Launch Signals China's Strategic Shift in AI Chip Independence
Feb 28, 2026Nvidia's China Market Share Hits Zero, Huang Says
May 3, 2026Alibaba Open-Sources SAIL Stack to Break Nvidia CUDA Lock-In
Jul 18, 2026China's AI ecosystem standardizes on MoE with wide expert parallelism
Jul 20, 2026Huawei Ascend SuperPOD Decode Throughput Estimated 1.3-1.7x Behind GB300
Jul 23, 2026Domestic AI Compute Nears Tipping Point, Analyst Says
Jul 12, 2026ByteDance Buys Tens of Thousands of Iluvatar AI Chips as China Sourcing
Jun 18, 2026