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

What happened: Nvidia's share of China's data-centre AI chip market fell to 34% in the first half of 2026, per IDC data seen by Reuters, as U.S. export restrictions limited supplies and Huawei gained ground. Key numbers: Nvidia shipped 678,000 AI accelerators in China in January to June, down 44% year over year. Huawei shipped 572,000, up from more than 300,000, taking 28%. Why it matters: Nine of 11 Chinese chipmakers tracked by IDC raised shipments year over year. CEO Jensen Huang has criticized the curbs, saying they cede China's $50B AI chip market to Huawei. Market: +0.3% by next close ($111.19 on Oct 14), -27.9% YTD Coverage: 6 outlets in 24h

Nvidia's share of China's data-centre AI chip market fell to 34% in the first half of 2026, per IDC data seen by Reuters, as U.S. export restrictions limited supplies and Huawei gained ground.

Nine of 11 Chinese chipmakers tracked by IDC raised shipments year over year. CEO Jensen Huang has criticized the curbs, saying they cede China's $50B AI chip market to Huawei. Market: +0.3% by next close ($111.19 on Oct 14), -27.9% YTD