IDC: Nvidia's China AI chip share falls to 34%
emmanuelvivier · x · 2026-10-13
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026, according to IDC. The figure reflects how export controls and domestic substitution are reshaping China's AI compute supply landscape.
Related event: Nvidia's China AI Chip Share Falls to 34% as Huawei Closes In(3 posts)→
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