Overview
- An IDC report reviewed by Reuters found Chinese vendors captured about 41% of China’s AI accelerator shipments in 2025 out of roughly 4 million cards, with Nvidia at about 55% and AMD near 4%.
- Huawei led domestic suppliers with around 812,000 chips shipped, followed by Alibaba’s T‑Head at about 265,000, while Baidu’s Kunlunxin and Cambricon each shipped roughly 116,000.
- Beijing’s 2025 push to build AI computing centers encouraged local procurement after U.S. rules cut China off from Nvidia’s most advanced GPUs.
- Nvidia says it is restarting manufacturing for China‑bound H200 units, yet approvals are uncertain and the company reported no revenue so far from small H200 clearances.
- Outlooks cited in the coverage suggest further localization this year, with Bloomberg reporting Huawei targets 600,000 Ascend 910C units in 2026 and Bernstein projecting domestic suppliers could gain more share.