Nvidia Corp.'s share of China's data-center AI chip market fell to 34% in the first half of 2026, according to IDC1,2,3. Shipments dropped 44% year over year to 678,000 units as U.S. export controls restricted supply. Huawei reached 28% market share over the same period. ANALYSIS The narrowing gap between Nvidia Corp. and Huawei reflects the compounding effect of successive export restrictions on Nvidia Corp.'s installed base in China.
Nvidia China AI chip share drops to 34% as shipments fall 44%
IDC data shows Nvidia's China data-center AI chip market share fell to 34% in H1 2026, with shipments down 44% YoY to 678,000 units amid US export curbs.