Nvidia’s China AI-chip share falls to 34%, report says
In short
Nvidia’s share of China’s data-centre AI chip market fell to 34% in the first half of 2026. The report said US export controls limited Nvidia’s supply and helped Chinese rivals, led by Huawei, gain ground.
This matters because China is a major market for AI chips. The reporting does not say how much of the market Huawei now has.
What the reporting says
Nvidia’s share of China’s data-centre AI chip market fell to 34% in the first half of 2026, according to an IDC report cited in publisher summaries. The reporting said US export controls restricted Nvidia’s supplies and domestic rivals led by Huawei gained ground. The immediate consequence is a weaker position for Nvidia in China, but the reporting does not quantify Huawei’s share.
Why it matters
Nvidia’s share of China’s data-centre AI chip market fell to 34% in the first half of 2026, based on an IDC report cited in the summaries. The same reporting links the decline to US export controls and stronger domestic competition led by Huawei. The immediate effect is a softer market position for Nvidia in China, though the reporting does not give Huawei’s exact share.