Nvidia's China AI chip market share falls to 34% as Huawei gains ground: IDC (NVDA:NASDAQ)

Nvidia's (NVDA) share of China's market for data-centre AI chips fell to 34% in the first half of 2026 as U.S. export restrictions limited supplies and domestic competitors, led by Huawei, gained ground, according to IDC data seen by Reuters. Nvidia's share in China's data-centre AI chip market fell to 34%, with shipments dropping 44% year over year due to supply limitations from U.S. export restrictions. Huawei's AI accelerator shipments increased significantly, now holding 28% market share as domestic chipmakers collectively increased shipments in contrast to Nvidia's decline. Chinese firms have increased their share, graphics processing unit shipments declined, and domestic alternatives to Nvidia are capturing a growing portion of the 2.008 million-unit market.

Nvidia's China AI chip market share falls to 34% as Huawei gains ground: IDC (NVDA:NASDAQ) | Seeking Alpha

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