AIReuters1h ago
IDC: Nvidia's AI chip shipments in China fell 44% YoY
IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition
TL;DRNvidia's China AI chip sales dropped 44% as US export limits and local competitors shrink its dominance.
Why it matters: Geopolitical chip restrictions are reshaping the global AI hardware market and pressuring Nvidia's growth trajectory.
Nvidia's (NVDA.O) share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies …
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