Nvidia’s AI chip sales in China stall, as local chipmakers like Huawei take the lead
Bernstein estimates Nvidia’s share could fall to 8% this year as Huawei’s rises to 50%, underscoring China’s shift toward domestic chips.
- Bernstein analysts predict California-based Nvidia's market share in China will shrink to around 8% this year, while Huawei's share will likely grow to about 50%, marking a major shift in domestic AI chip dominance.
- Washington's export controls on advanced technology in 2019 forced Chinese semiconductor makers to pursue self-sufficiency, prompting Beijing to encourage domestic alternatives like Huawei's Ascend series over foreign chips.
- Technical assessments suggest Huawei's Ascend chips are roughly comparable to Nvidia's H200, while Huawei's head of semiconductor business Tingbo claims they have 'found pretty good solutions.'
- Nvidia 'has definitely lost significant ground to Huawei, which leads domestically,' said Antonia Hmaidi of the Mercator Institute for China Studies, despite global revenue reaching nearly $216 billion.
- The race between the United States and China to develop artificial intelligence intensifies as companies like DeepSeek drive demand for improved chip performance and domestic self-sufficiency.
24 Articles
24 Articles
Nvidia’s AI chip sales are stalling in China. Here’s who’s gaining market share
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market.Jensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the “zhajiangmian” noodles while visiting Beijing during U.S. President Donald Trump’s May summit with Chinese le…
Nvidia’s AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market.
Associated Press News
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market.
Despite having received US permission to sell chips to China more than a month ago, Nvidia is still recording sluggish sales and facing threats to its market share from Chinese chip manufacturers.
The race between the United States and China for the domination of artificial intelligence has reached a point of great tension. Huawei and other local manufacturers have gained ground by leaps and bounds in front of Nvidia. The AI chip giant has been hit in the Chinese market by the tight control of the United States, which with its imposed trade restrictions is transforming the dynamics of global hardware.Neither Jensen Huang, executive direct…
While the announcement by Qualcomm and its strategic plan to invest in China, focused on AI chips called Dragonfly, will take a reasonable time, for now the changes that will generate in the world’s largest market will not yet be measured, which will allow local manufacturers to continue to grow [...] The post Huawei and Cambricon manage to outperform NVIDIA in AI chips for the Chinese market pending Qualcomm first appeared on TransMedia.
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