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Nvidia shipped 678,000 AI accelerators in China in the first half of 2026, according to an IDC report reviewed by Reuters. Huawei moved within six percentage points of Nvidia’s lead in the market.
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