aceNvidias China AI-chip share falls as Huawei closes gap, report finds
AI-CHINA/CHIPS-NVIDIA (PIX):Nvidia's China AI-chip share fal * 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
Nvidia's AI-chip shipments into China dropped sharply in the first half, leaving it with a 34% share while Huawei reached 28%.
Evidence
- JournalismLivemint2026-10-13
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Truvace Impact Record TRV-2026-1337, v1: “Nvidias China AI-chip share falls as Huawei closes gap, report finds.” Truvace, 2026-10-14. /record/TRV-2026-1337 (accessed at citation time). sha256 daee85b8a79accfe…
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