Nvidia’s China AI chip market share falls to 34% as Huawei gains ground: IDC
Nvidia’s China AI chip market share falls to 34% as Huawei gains ground: IDC
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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 Bapti
Nvidia’s China AI Chip Share Falls to 34% as Huawei Gains Ground
Nvidia held 34% of China’s data-center AI chip market in the first half of 2026, down as domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.