Nvidias China AI-chip share falls as Huawei closes gap, report finds
Nvidia's share of China's AI chip market fell to 34% in the first half of 2026, with shipments down 44% to 678,000 units. Huawei increased its shipments to 572,000, capturing 28% of the market amid US export restrictions and China's push for domestic alternatives. This shift highlights the impact of geopolitical tensions on the $50 billion AI chip market.