Nvidia's China AI-Chip Share Falls as Huawei Closes Gap, IDC Report Finds

3-line summary

• Nvidia held 34% of China's data-center AI chip market in the first half of 2026, with shipments falling 44% year-over-year to 678,000 units, while Huawei's share reached 28% as its shipments rose from over 300,000 to 572,000 units, according to an IDC report obtained by Reuters.
• The report did not disclose each company's prior-period market share, so the size of Nvidia's decline could not be confirmed. The Reuters report was dated Beijing, October 13.

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