Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

Nvidia's market share in China is expected to plummet from 66% to 8% due to export restrictions and the success of domestic suppliers like Huawei and Cambricon. Chinese companies like Moore Threads are introducing competitive AI accelerators, challenging Nvidia's dominance. Despite advancements in Chinese hardware, transitioning from Nvidia's ecosystem to domestic solutions remains a challenge for many AI deployments. China's long-term goal is semiconductor self-reliance, with a focus on developing domestic hardware and software stacks to reduce dependence on foreign technology.