SUA au încercat să oprească avansul tehnologic al Chinei, dar rezultatul este surprinzător. Huawei câștigă teren în fața Nvidia

Nvidia's market share in China has declined significantly, with a 44% drop in AI accelerator deliveries in the first half of 2026. Meanwhile, Huawei has increased its presence, delivering 572,000 AI accelerators and capturing 28% of the market. The shift is attributed to U.S. export restrictions on advanced semiconductors, limiting Nvidia's product range in China. Despite these challenges, the overall demand for AI accelerators in China remains high, with IDC projecting a 19% increase in total deliveries for 2026. The competition is shifting towards integrated computing solutions rather than individual chip performance.