Chinese chipmakers claim nearly half of of local market as Nvidia's lead shrinks, IDC says

Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, according to an IDC report reviewed by Reuters. The gain eroded Nvidia's previously dominant position in a key overseas market, signaling rising domestic competition in AI hardware that could pressure Nvidia's China growth and market share going forward.

Analysis

Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, according to an IDC report reviewed by Reuters. The gain eroded Nvidia's previously dominant position in a key overseas market, signaling rising domestic competition in AI hardware that could pressure Nvidia's China growth and market share going forward.