Nvidia's China data-center AI-chip share reportedly fell to 34% in the first half of 2026

Reuters, citing IDC, reports Nvidia shipped 678,000 AI accelerators in China in the first half of 2026, down 44% from a year earlier. Huawei shipped 572,000, up from more than 300,000 a year earlier. Their market shares were 34% and 28%, respectively. Reuters says US export controls restricted Nvidia's supplies while Beijing promoted domestic alternatives. IDC found non-GPU accelerator shipments surpassed GPUs by volume.