[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.1K followers
Created: 2025-07-26 15:36:15 UTC

Huawei’s new AI stack signals a paradigm shift—China’s silicon playbook is now all about horizontal scale and networked muscle, not just raw chip power.

Right now, sentiment is hyper-leaning bullish: surging volumes and rapid market cap spikes have traders front-running the “homegrown AI” narrative. News flows emphasize not only technical parity (on system-wide metrics), but also geopolitical insulation—Nvidia is boxed out by sanctions, while Huawei is rolling live deployments.

Still, Nvidia’s B200s own the single-chip performance crown and global software stack, so this is a two-horse race at the system level inside China. Want deep-dive alpha on sector rotation and the impact for AI ecosystem tokens?

See the full technical and market breakdown:



XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949131661050056722/c:line.svg)

**Related Topics**
[metrics](/topic/metrics)
[spikes](/topic/spikes)
[Sentiment](/topic/sentiment)
[playbook](/topic/playbook)
[coins ai](/topic/coins-ai)
[alva](/topic/alva)

[Post Link](https://x.com/AlvaApp/status/1949131661050056722)