AI IntelligenceOct 14, 2026Primary Market
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Nvidia, Huawei · Nvidia
Nvidia's China AI accelerator share falls to 34% in H1 2026 as Huawei reaches 28%: Nvidia's share of China's data-center AI accelerator market fell to 34% in H1 2026, while Huawei reached 28%, per an IDC report seen by Reuters. Nvidia shipped 678,000 AI accelerators in China from January to June, down 44% year over year, as US export restrictions constrained supplies.
Frontier EditorialSource: TechNode
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Nvidia's China AI accelerator share falls to 34% in H1 2026 as Huawei reaches 28%: Nvidia's share of China's data-center AI accelerator market fell to 34% in H1 2026, while Huawei reached 28%, per an IDC report seen by Reuters. Nvidia shipped 678,000 AI accelerators in China from January to June, down 44% year over year, as US export restrictions constrained supplies.
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