Based on the most recent report issued by the Council on Foreign Relations (CFR) on December 19, 2025, although Huawei has made remarkable strides in the AI chip domain, NVIDIA still maintains a dominant position. Moreover, it is anticipated that NVIDIA will further expand its lead in the coming two years.

By scrutinizing the publicly accessible performance data and capacity projections of both companies, the report highlights that, at present, the performance of top - tier AI chips in the US is roughly five times that of comparable products in China. It is forecasted that by the second half of 2027, the performance of NVIDIA's premier AI chips will be approximately 17 times more powerful than Huawei's equivalent offerings.

The report also notes that even when considering the most optimistic capacity estimates, Huawei's chip production will remain substantially lower than that of NVIDIA. It is projected that by 2027, Huawei's production capacity will fall short of even half of NVIDIA's output.