IDC's estimate on China's AI accelerator mkt in Chinese AI Data Center in 2026H1:

What happened: IDC estimated China's AI accelerator market for Chinese AI data centers in 2026H1, covering total chips and vendor shares including Nvidia, HW, Alibaba T-Head, Cambricon, Baidu Kunlunxin, Hygon, Moore Thread and MetaX. Key numbers: 2m total chips. Why it matters: The poster calls some figures questionable, flagging T-Head as lower than expected and domestic names as possible underestimates, and notes Biren is absent. They expect T-Head and HW to rise next year and ByteDance's own accelerator to appear prominently.

Take this for what you will, but it estimates 2m total chip & 33.8% for Nvidia & 28.5% for HW. Some # here look very questionable to me like Alibaba T-Head. It says 133k & 6.6%. I would've expected this to be around 200k. Other notable here Cambricon 92k, Baidu Kunlunxin 85k, Hygon 69k, Moore Thread 56k, MetaX 26k A few of them domestic ones seem to me as under estimate. but who knows. Where is Biren? For next — via @tphuang

IDC estimates 2M China AI accelerator chips in 2026H1, Nvidia 33.8%, Huawei 28.5%.