Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips

Chinese chip makers have significantly impacted Nvidia's market share in China, with local firms claiming 41% of the AI server market and delivering 1.65 million AI GPUs out of 4 million units in 2025. Despite Nvidia still leading with a 55% market share, this marks a significant decline from its previous 95% share. Huawei emerges as a major player, shipping around 812,000 AI chips. The U.S. ban on exporting advanced AI GPUs to China has led to increased reliance on domestic chip makers, posing challenges for Nvidia's market recovery in the region.