Nvidia’s share of China’s AI chip market falls to 34% as Huawei closes in

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An IDC report shows Nvidia's China shipments fell 44% in the first half of 2026 while Huawei and other domestic rivals gained ground Nvidia still sells more AI chips in China than anyone else. It just sells a lot fewer of them than it used to. The company’s share of China’s data-center AI chip market dropped to 34% in the first half of 2026, according to an IDC report highlighted by Reuters on October 13. Huawei, meanwhile, climbed to 28%. A market Nvidia once treated as home turf is starting to look like a contested border.
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