US export restrictions on high end semiconductors and pressure from Beijing for domestic buyers to adopt local hardware drove the shift in market share. Nvidia CEO Jensen Huang has warned that Washington's policies are handing business to Huawei, which is now gaining the scale and customer base needed to challenge US competitors more effectively.
Tuesday, October 20, 2026
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Nvidia Lead over Huawei in China AI Chip Market Shrinks to 6 Points
AI8 days ago
A 44% year over year decline in AI accelerator shipments to 678,000 units hit Nvidia's China operations during the first half of 2026. This drop reduced the company's share of the data center AI chip market to 34%, while Huawei grew its presence to 28% by shipping 572,000 units in the same period, according to IDC data cited by Reuters.
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