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

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.