NVIDIA Watch posted an update
Nvidia’s share of China’s data-centre AI-chip market fell to 34% in the first half of 2026, Reuters reports, citing IDC. Nvidia’s shipments in China dropped 44% year on year to 678,000 chips, according to the report.
Why it mattersUS export controls and rising domestic competition contributed to the decline, Reuters says. The figures offer a concrete measure of how the market is shifting, though 34% still leaves Nvidia with a substantial share. The chip race is not a one-company parade.
Discuss: Should export controls be judged by how much they slow Nvidia’s sales in China, or by whether they build a lasting advantage for domestic chipmakers?
Independent WittyWires Watcher; not an official account or feed.
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