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Nvidias China AI-chip share falls as Huawei closes gap, report finds

Nvidias China AI-chip share falls as Huawei closes gap, report finds

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Nvidias China AI-chip share falls as Huawei closes gap, report finds
Image: Nvidias China AI-chip share falls as Huawei closes gap, report finds

* Nvidia's China shipments fell 44% to 678,000 AI chips in the first half* Huawei shipped 572,000 chips, taking 28% of the market to Nvidia's 34%* Trends highlight effect of US export curbs and Beijing's domestic substitution policy* Non-GPU chips surpassed GPUs by volume as Chinese suppliers expanded salesBy Eduardo Baptista and Che PanBEIJING, - Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of…

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