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Nvidia's share of China's data-center AI chip market fell to 34% in the first half of 2026 as Huawei gained, IDC data show
Nvidia shipped 678,000 AI accelerators in China from January through June, down 44% from a year earlier, cutting its share of China's data-center AI chip market to 34%, according to an IDC report seen by Reuters. Huawei shipped 572,000 units for a 28% share, while Alibaba's T-Head held 7% and Baidu's Kunlunxin 4%.