Nvidia AI chip share in China falls as Huawei catches up- Reuters

What happened: Nvidia's share of China's AI chip market fell in the first half of 2026 amid U.S. export controls and Huawei's advances, Reuters reported, citing IDC. Key numbers: Nvidia shipped 678,000 AI data center chips in China in the six months to June, down 44% year over year. Its China AI chip share fell to 34%. Why it matters: Washington's continued restrictions on Nvidia's most advanced AI chips to China, plus Beijing's limited approvals of permitted sales, opened room for Huawei and other local chipmakers to gain ground. Coverage: 5 outlets in 24h

Nvidia's share of China's AI chip market fell in the first half of 2026 amid U.S. export controls and Huawei's advances, Reuters reported, citing IDC.

Washington's continued restrictions on Nvidia's most advanced AI chips to China, plus Beijing's limited approvals of permitted sales, opened room for Huawei and other local chipmakers to gain ground.