Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks: IDC

BEIJING: Chinese GPU and AI chip makers captured nearly 41% of China’s AI accelerator server market last year, eroding Nvidia’s once-dominant position in one ‌of its ⁠most important overseas ⁠markets, according to data from an IDC report reviewed by Reuters.

The gains come as Beijing grows increasingly cautious about dependence on foreign chips, pushing government agencies and companies to adopt domestic alternatives after successive waves of U.S. export controls cut China off from Nvidia’s most advanced products.