Nvidia China AI Chip Market Share Falls to 34% as Huawei Closes the Gap, IDC Finds
Nvidia shipped 678,000 AI accelerators in China in the first half of 2026, down 44% from a year earlier, as Huawei and a wave of domestic chipmakers filled the space left by US export controls. New IDC numbers seen by Reuters show the world’s second-largest AI chip market being remade.