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@himsam181337 · 2026-10-15 01:53

Nvidia’s share of China’s data-center AI chip market fell to 34% in the first half of 2026, while Huawei rose to 28%. IDC data show Nvidia shipped 678,000 AI accelerators (down 44% year-over-year). Huawei shipped 572,000, up sharply from the prior year. Total China accelerator shipments reached about 2 million units, with non-GPU accelerators overtaking GPUs by volume. Export controls restricted what Nvidia could legally supply. They did not shrink overall demand. Instead, they accelerated domestic substitution across Huawei, Alibaba’s T-Head, Cambricon and others. In a constrained supply environment, “patent and ecosystem gravity” appears to push more than it pulls. The question is how quickly the resulting scale and software feedback loops close remaining performance gaps. #Semiconductors #AI #ExportControls $NVDA

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