Nvidia's share of China's AI chips falls by a third while Huawei gains

DIGITIMESOctober 14, 2026en

Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on advanced chip sales to the country, Chinese authorities' push to rely less on Nvidia imports, and domestic players like Huawei moving to fill in this supply gap.

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