Nvidia's China AI Chip Share Falls to 34% as Huawei Closes the Gap
Nvidia no longer owns China’s AI chip market. Its share of the country’s data-center AI accelerator market fell to 34% in the first half of 2026, down from a commanding position just a year ago, according to IDC data seen by Reuters and published October 13. The headline number is stark. Nvidia shipped 678,000 AI accelerators in China between January and June, a 44% drop from the same period last year. Huawei, meanwhile, shipped 572,000 units — nearly double the roughly 300,000 it managed a year earlier — taking its share to 28%. The gap between the world’s most valuable chip company and China’s most sanctioned one is now six percentage points. ...