China's AI Infrastructure Trio: Tencent, Alibaba & Huawei Ride Domestic Substitution Wave

US export controls and post-DeepSeek efficiency gains are accelerating capex among Chinese hyperscalers, with Huawei's Ascend chips filling the Nvidia void across compute, cloud, and networking layers.

ndtv-profit-business · 7/7/2026, 4:31:40 AM · Ask about this →