Huawei se apropie de Nvidia pe piața chineză a cipurilor AI

Nvidia is losing market share in China's AI processor sector as local manufacturers like Huawei expand their presence amid U.S. export restrictions. In the first half of 2026, Nvidia's shipments to China dropped by 44%, while Huawei's market share rose to 28%. IDC's report shows that local companies are gaining ground, with Huawei delivering 572,000 AI accelerators, a significant increase from the previous year. The overall market absorbed about 2.008 million AI accelerators in the first half of 2026, indicating a shift towards local production. Despite these changes, Nvidia remains the largest individual supplier, but the competitive landscape is evolving as local firms enhance their capabilities.