US production will reach 6.89 million B300 - eq, while Huawei will remain relatively stagnant, between 62,000 and 160,000 B300 - eq, accounting for only 1-2% of total US production.
Institute for Progress
Risks include China Data Center compute revenue now assumed at zero in guidance, execution risk on the $119 billion supply commitment if hyperscaler capex slows, and competitive pressure from Amazon Trainium and open-source models trained on Huawei silicon.
24/7 Wall St.
The Chinese vendor ecosystem, including Xiaomi, Huawei, Alibaba, and RayNeo among a growing cast of others, will apply sustained pressure on pricing and volume, particularly in Asia-Pacific markets.
IDC
