--- title: "End of an Era: NVIDIA and AMD Lose China to Huawei and Tech Giants" description: "🇨🇳 China has captured its AI chip market: NVIDIA and AMD's share has dropped to 10%. Huawei, Baidu, and Alibaba are pushing out Americans, putting 5 million of their own accelerators into production. NVIDIA is trying to hold on with cut-down versions of the RTX Pro 5000. 📉🚀 #NVIDIA #Huawei #AI #ChinaTech" date: 2026-08-10T22:54:57.000Z lang: en url: https://xab.info/en/posts/end-of-an-era-nvidia-and-amd-lose-china-to-huawei-and-tech-giants tags: [nvidia, amd, huawei, ai-chips, china-tech, semiconductors, blackwell-architecture] publisher: "XAB.info" --- # End of an Era: NVIDIA and AMD Lose China to Huawei and Tech Giants ![AMD and NVIDIA logos with a confrontation symbol, representing competition in the graphics processor market](https://xab.info/media/2026/08/11/kitaj-zahvatyl-rynok-ii-chipov-nvidia-i-amd-proigryvayut/kitaj-zahvatyl-rynok-ii-chipov-nvidia-i-amd-proigryvayut-1.webp) ## 🎯 Key Points - NVIDIA and AMD's share of the Chinese market dropped to 10% in 2026 - Chinese manufacturers captured up to 90% of the market, shipping 5 million chips - Huawei faces competition from Baidu, Alibaba, and Tencent with their own ASICs - NVIDIA is adapting Blackwell chips to export restrictions August 11, 2026. The artificial intelligence market in China is experiencing a historic turning point. What began as temporary difficulties due to export restrictions has transformed into a complete paradigm shift: American tech giants NVIDIA and AMD are being pushed out of the domestic market of the Middle Kingdom, ceding the lead to local developers. ### Dominance of Domestic Developments According to data from the analytical agency TrendForce, by mid-2026, the share of American companies in the Chinese AI accelerator market has shrunk to critical levels — around 10%. At the same time, the volume of Chinese chip shipments has grown by 83% compared to the previous period. Local manufacturers, receiving strong state support and freed-up market space, have captured up to 90% of the market share. Leadership in this segment is firmly held by Huawei, whose solutions have become the de facto standard for many government and commercial structures. However, competition within China is intensifying: alongside traditional players like Cambricon, internet industry giants — Baidu, Alibaba, and Tencent — have joined the fray. These companies have ceased to be mere consumers of chips and have begun mass-producing their own specialized ASIC accelerators tailored to their unique tasks in big data and neural networks. ### NVIDIA's Survival Strategy NVIDIA is not giving up without a fight, understanding that losing the Chinese market will hit its financial figures. The company is adapting its products to the strict requirements of US export controls. This year, specialized versions of graphics cards have hit the market, such as the RTX Pro 5000 based on the Blackwell architecture with GDDR7 memory, as well as the previously announced RTX 6000D. These chips represent a compromise solution: they formally comply with performance restrictions but offer sufficient functionality to maintain the CUDA ecosystem. However, as experts note, training advanced AI models on them is becoming increasingly difficult, forcing Chinese companies to seek alternatives in the form of domestic software and hardware. ### Contradictory Data There are discrepancies in assessments of the current situation between various analytical centers. While TrendForce forecasts a drop in the share of American companies to 10% by 2026, other sources, including data from 3DNews, indicate that Chinese chips have captured 79% of the market, leaving Americans with about 21%. The difference in figures may be related to counting methodology: some experts count only pure AI accelerators, while others — the entire segment of computing GPUs, including graphics solutions for rendering. Furthermore, there are contradictions regarding the real capabilities of Chinese chips. On the one hand, official statements from companies like Huawei sound confident; on the other, independent tests show that the lag in per-core performance and energy efficiency compared to NVIDIA flagships still persists, although it is narrowing. ### Future of the Market By 2026, it became obvious: the Chinese AI chip market has become a practically closed ecosystem. American companies are forced to operate in "survival mode," selling cut-down versions of their products, while local manufacturers are ramping up volumes, reaching a milestone of 5 million units shipped annually. This is a fundamental change in the global microelectronics supply chain that will likely have long-term consequences for the entire industry. ## 🔍 Fact-Check Verification - [Chinese AI chips will capture 79% of the domestic market this year — Huawei leads](https://3dnews.ru/1144171/kitayskie-iichipi-v-etom-godu-zahvatyat-79-domashnego-rinka-lidiruet-huawei) - Подтверждает рост доли китайских чипов и лидерство Huawei. - [Nvidia will start selling its most advanced chips to China — but training AI on them is unlikely to work](https://3dnews.ru/1143440/nvidia-nachnyot-prodavat-samie-peredovie-chipi-v-kitay-no-obuchat-ii-na-nih-vryad-li-poluchitsya) - Подтверждает рост доли китайских чипов и лидерство Huawei. ## ❓ FAQ ### Q: What is the market share of AI chips in China for NVIDIA and AMD in 2026? **A:** According to TrendForce, the share of American companies is about 10%. ### Q: Who is the main competitor of NVIDIA in China? **A:** The main competitor is Huawei, as well as Baidu, Alibaba, and Tencent. ### Q: What chips is NVIDIA selling to China right now? **A:** NVIDIA is selling adapted versions, such as the RTX Pro 5000 (Blackwell) and RTX 6000D.