As of the current date (November 30, 2025), the prediction concerns a period that has not yet begun: it specifically refers to Huawei’s domestically fabricated high-performance AI chips having a noticeable competitive impact between 2026 and 2027, especially as a lower-cost alternative that becomes a meaningful risk to Nvidia.

While Huawei has started developing and, in some cases, shipping more advanced domestically produced chips (e.g., for smartphones and some AI/5G workloads), the question in this prediction is explicitly about the 2026–2027 impact window and about high‑performance AI accelerators competing with Nvidia at scale. Since we are still in 2025, there is no way to determine yet whether Huawei’s 2026–2027 offerings will:

1. Reach performance levels relevant to the cutting edge of AI training/inference where Nvidia currently dominates; and
2. Achieve broad enough deployment and cost advantage to pose a meaningful new competitive risk to Nvidia during that 2026–2027 window.

Because that time period has not occurred yet, the prediction cannot be evaluated and is therefore too early to call.