hygon

Chinese companies are increasingly allocating AI accelerator budgets to domestic suppliers like Huawei and Hygon, reducing reliance on Nvidia amid US-China tensions. A Bloomberg survey shows 46% of spending will go to domestic products in the next year, up from 30%.

Bernstein research report predicts that the era of Agentic AI will drive a reversal of CPU roles in data centers, with the server CPU addressable market possibly reaching $223 billion by 2030, favoring stocks such as Haiguang Information and Arm.