SEMICONDUCTORS · OCTOBER 13, 2026

NVIDIA’s share of China’s data-center AI accelerator market fell to 34% in the first half of 2026, according to IDC data reported by Reuters. Huawei reached 28%. This story concerns data-center AI chips in China—not GeForce gaming graphics cards or NVIDIA’s overall global market share.

What do the reported figures show?

Reuters reported on October 13 that NVIDIA shipped 678,000 AI accelerators in China from January through June, down 44% year over year. Huawei shipped 572,000, giving it 28% of the market, while NVIDIA held 34%. Reuters said the figures came from an IDC report seen by the news agency.

Total AI accelerator shipments in China reached about 2.008 million units in the first half. IDC’s figures also showed non-GPU accelerators reaching 1.016 million units, slightly above the 991,000 GPUs shipped. That reflects the growth of specialized chips designed for particular AI tasks.

Why is NVIDIA losing share in this market?

The report points to U.S. export restrictions limiting which advanced NVIDIA products can be supplied to China, alongside Chinese efforts to develop and adopt domestic alternatives. Huawei and other local chip designers have expanded shipments. The data describes a specific market shaped by policy and supply constraints; it does not mean NVIDIA has lost its position in every AI market.

Why are non-GPU AI chips growing?

AI infrastructure includes more than general-purpose GPUs. Specialized accelerators can be designed for particular inference tasks, and data-center operators weigh performance, power efficiency, software support and the way chips work together in a larger system. The reported shift suggests competition is increasingly about complete systems and workload fit, not only peak chip performance.

What does this mean for gamers and PC buyers in Egypt?

There is no direct basis here to forecast GeForce availability or retail prices in Egypt. The reported figures are about China’s data-center AI accelerator market, and IDC did not specify which NVIDIA products made up the reported share. Consumer graphics-card prices depend on different factors, including local inventory, distribution and the exact model.

Source and scope

• Reuters, October 13, 2026 — reporting based on IDC data

The market-share figures are attributed to IDC as reported by Reuters. NVIDIA did not respond to Reuters’ request for comment, according to the report.