A senior Huawei executive has claimed that the Chinese vendor's homegrown AI processors are now outselling Nvidia's products in China, according to a report by The Register.

The claim, attributed to Huawei's leadership, marks the company's most direct public statement to date on its competitive position against the US chipmaker in what has become one of the largest AI accelerator markets in the world. If accurate, the assertion would represent a significant shift in a segment where Nvidia has historically held a dominant share of the high-end training and inference hardware market.

Huawei did not publish detailed shipment volumes, revenue splits, or unit figures alongside the claim, according to the report. The Register notes that the statement comes from the company's own leadership rather than from independent market analysis, which leaves the comparative sales assertion unverified by third parties.

The declaration arrives amid continued constraints on Nvidia's ability to serve Chinese customers. US export controls have progressively restricted the range of accelerators the American firm can legally sell into China, narrowing its addressable product portfolio in that market. Nvidia itself has repeatedly flagged the revenue impact of these restrictions in its own financial disclosures.

Huawei has invested heavily in developing its own AI silicon as a substitute for restricted US hardware. The company's Ascend line of processors forms the core of that effort, and Huawei has positioned the chips as the foundation for domestic AI infrastructure buildouts. The new claim suggests the company believes those products have now crossed a commercial threshold relative to Nvidia's restricted offerings inside China.

The competitive picture hinges on definitions. "Topping Nvidia in China" can refer to unit shipments, revenue, or installed compute capacity, and Huawei's reported statement does not specify which metric the claim covers. Nvidia's export-compliant parts occupy a reduced performance tier compared with its flagship data-center GPUs, which affects direct comparisons between product classes.

Independent verification will likely require shipment data from supply-chain analysts or financial disclosures over coming quarters. Firms such as IDC and TrendForce periodically publish accelerator market estimates, and their subsequent reports may either corroborate or contradict Huawei's assertion.

For buyers of AI compute in China, the claim signals a maturing domestic supply option at a moment when access to top-tier US silicon remains constrained. For Nvidia, the statement—accurate or not—underscores the commercial cost of export policy on its China business, a market the company has described as substantial in prior earnings commentary.

For Huawei, the assertion functions as both a market signal and a statement of intent: the company is presenting its AI chip business as ready to compete for volume in its home market on commercial terms, not merely as a fallback for sanctioned customers.

Die Signal will track independent market data and any Nvidia response as it becomes available.