Nvidia's AI chip share in China falls to 34% as Huawei gains ground

Nvidia’s share of China’s data-center AI chip market dropped to 34% in the first half of 2026 as US export controls cut its shipments by 44%, while Huawei’s shipments nearly doubled, according to IDC data reported by Reuters. Nvidia shipped 678,000 AI accelerators in China between January and June, down 44% from the same period in 2025, according to IDC data cited by Reuters . Huawei, by contrast, increased shipments from about 300,000 units to 572,000 over the same period, lifting its market share to 28% and narrowing Nvidia’s lead to six percentage points.

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