Nvidia's China AI — chip share falls as Huawei closes gap, report finds

Nvidia's China shipments fell 44% to 678,000 AI chips in the first half Huawei shipped 572,000 chips, taking 28% of the market to Nvidia's 34% Trends highlight effect of US export curbs and Beijing's domestic substitution policy Non-GPU chips surpassed GPUs by volume as Chinese suppliers expanded sales By Eduardo Baptista and Che Pan BEIJING, Oct 13 (Reuters) — Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen. Nvidia shipped 678,000 AI accelerators in China from January through June, down 44% from a year earlier, IDC data showed. AI accelerators are specialised chips used to train and run AI models. Washington has restricted China's access to Nvidia's most powerful AI chips, limiting the range of products the US chipmaker can sell in the world's second-largest economy. Beijing, meanwhile, has promoted domestic alternatives and required Chinese companies to seek approval to import compliant Nvidia chips. Nvidia CEO Jensen Huang has repeatedly criticised Washington's export curbs, saying t