Report
Nvidia's China data-center AI-chip share reportedly fell to 34% in the first half of 2026
Reuters, citing IDC, reports Huawei shipped 572,000 AI accelerators, taking 28% of China's data-center AI-chip market.
TLDR
Reuters, citing an IDC report, says Nvidia shipped 678,000 AI accelerators in China in the first half of 2026, down 44% from a year earlier, giving it 34% of the data-center AI-chip market. Huawei shipped 572,000, taking 28%. The report says US export controls restricted Nvidia's supplies while Chinese rivals gained ground. Shipments of non-GPU AI accelerators surpassed GPUs by volume.
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