Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground

What happened: Nvidia's share of China's AI chip market fell to 34%, IDC data showed, as Huawei gained ground with 28% of the market. Key numbers: Nvidia shipped 678,000 AI accelerators in China in January to June, down 44% year over year. Huawei shipped 572,000 units, up from more than 300,000. Why it matters: US export restrictions and Beijing's push for domestic alternatives are reshaping the market, with Huawei and other local chipmakers expanding. IDC said competition is shifting toward system-level capabilities rather than individual processor performance. Coverage: 4 outlets in 24h

Nvidia's share of China's AI chip market fell to 34%, IDC data showed, as Huawei gained ground with 28% of the market.

US export restrictions and Beijing's push for domestic alternatives are reshaping the market, with Huawei and other local chipmakers expanding. IDC said competition is shifting toward system-level capabilities rather than individual processor performance.