NVIDIA's China AI chip share falls to 34% as Huawei closes gap to 6 points
According to IDC data cited by 36Kr, NVIDIA's share of China's data center AI chip market fell to 34% in the first half of 2026, with Huawei at 28% — a gap of 6 percentage points versus 31 a year earlier. NVIDIA shipped 678,000 AI accelerators in China from January to June, down 44% year on year, while Huawei shipped 572,000, nearly double its year-earlier total of more than 300,000; NVIDIA's CFO previously said it shipped no Hopper data center products to mainland China in the quarter and took a $4.5 billion inventory charge. Huawei's gains came despite supply constraints, with Ascend 910C yields and high-bandwidth memory supply still capping output, and China's accelerator mix shifted as non-GPU accelerators (1.016 million units, up nearly 80%) exceeded GPUs (991,000) for the first time.
It signals that compute supply in one of the world's largest AI markets is shifting toward domestic vendors, eroding NVIDIA's pricing power, ecosystem influence and role in shaping technical standards there.
IDC最新数据显示，2026年上半年，英伟达在中国数据中心AI芯片市场的份额降至34%，华为以28%紧随其后，两者差距缩小至6个百分点。
一年前，这个差距还是31个百分点。
更具体的数字是：1月至6月，英伟达在中国市场的AI加速器出货量为67.8万颗，同比下降44%。华为同期出货57.2万颗，较去年同期的30多万台近乎翻倍。英伟达CEO黄仁勋曾多次批评华盛顿的出口限制，称这项政策迫使公司将中国规模达500亿美元的AI芯片市场让给华为。
这个判断正在变成现实。但真正值得追问的是：华为追上来靠的是什么？英伟达失去的又到底是什么？
收入端的断崖
出货量下滑44%的背后，是英伟达中国数据中心收入更剧烈的收缩。
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