Nvidia's share of China's AI chip market falls to 34% as Huawei gains under US export controls
evisoft · x · 2026-10-13
Citing Reuters, Nvidia's share of China's data-center AI chip market dropped to 34% in the first half of 2026, as US export controls restricted its supplies and domestic rivals led by Huawei gained ground.
The poster's take: the controls meant to slow China down instead handed Huawei a captive market and a reason to get good fast — sanctions build competitors.
Related event: Nvidia's China AI Chip Share Falls to 34% as Huawei Closes In(2 posts)→
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