Nvidia China AI Chip Share Drops to 34 Percent
Nvidia saw its share of China's data-centre AI chip market fall to 34 percent in early 2026 amid US export controls and rising domestic competition led by Huawei. IDC data shows Huawei secured a 28 percent market share following a surge in local shipments.
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NVIDIA CORP's share of China's data-centre AI chip market fell to 34% in the first half of 2026 as United States export controls restricted supplies. This drop allowed domestic rivals led by Huawei to capture significant ground in the world's second-largest economy. The shift threatens Nvidia's dominance in a $50 billion market as local alternatives gain traction across government and commercial sectors.
