Market Chatter: Nvidia's Share of China's AI Accelerator Server Market Declines in 2025

MT Newswires Live

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Nvidia's (NVDA) share of the Chinese artificial intelligence accelerator server market shrank in 2026 as local chipmakers increase their market share to about 41%, Reuters reported Wednesday, citing data from IDC.

According to Reuters, IDC data showed that Nvidia, Advanced Micro Devices (AMD), and Chinese chipmakers shipped about 4 million units of AI accelerator card to China in 2025. Nvidia remained the top seller with a 55% share, while AMD had a 4% market share, the data showed.

Chinese vendors, including firms under Alibaba (BABA), Baidu (BIDU), and Huawei, shipped a total of 1.65 million cards, equivalent to 41% of the market, the report added.

Nvidia, AMD, Alibaba, and Baidu did not immediately respond to MT Newswires' requests for comments.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Nvidia remained the top seller with a 55% share, while <a href=\"https://laohu8.com/S/AMD\">AMD</a> had a 4% market share, the data showed.</p><p>Chinese vendors, including firms under Alibaba (BABA), <a href=\"https://laohu8.com/S/09888\">Baidu</a> (BIDU), and Huawei, shipped a total of 1.65 million cards, equivalent to 41% of the market, the report added.</p><p>Nvidia, AMD, Alibaba, and Baidu did not immediately respond to MT Newswires' requests for comments.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Nvidia's Share of China's AI Accelerator Server Market Declines in 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Nvidia's Share of China's AI Accelerator Server Market Declines in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-04-01 18:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s (NVDA) share of the Chinese artificial intelligence accelerator server market shrank in 2026 as local chipmakers increase their market share to about 41%, Reuters reported Wednesday, citing data from IDC.</p><p>According to Reuters, IDC data showed that Nvidia, Advanced Micro Devices (AMD), and Chinese chipmakers shipped about 4 million units of AI accelerator card to China in 2025. Nvidia remained the top seller with a 55% share, while <a href=\"https://laohu8.com/S/AMD\">AMD</a> had a 4% market share, the data showed.</p><p>Chinese vendors, including firms under Alibaba (BABA), <a href=\"https://laohu8.com/S/09888\">Baidu</a> (BIDU), and Huawei, shipped a total of 1.65 million cards, equivalent to 41% of the market, the report added.</p><p>Nvidia, AMD, Alibaba, and Baidu did not immediately respond to MT Newswires' requests for comments.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1323610961.USD","symbol_name":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2624597324","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624597324","pubTimestamp":1775040025,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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Nvidia remained the top seller with a 55% share, while AMD had a 4% market share, the data showed.Chinese vendors, including firms under Alibaba , Baidu , and Huawei, shipped a total of 1.65 million cards, equivalent to 41% of the market, the report added.Nvidia, AMD, Alibaba, and Baidu did not immediately respond to MT Newswires' requests for comments.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4588":"碎股","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","BK4077":"互动媒体与服务","LU2168564065.EUR":"AZ ALLOCATION - 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Nvidia remained the top seller with a 55% share, while AMD had a 4% market share, the data showed.Chinese vendors, including firms under Alibaba (BABA), Baidu (BIDU), and Huawei, shipped a total of 1.65 million cards, equivalent to 41% of the market, the report added.Nvidia, AMD, Alibaba, and Baidu did not immediately respond to MT Newswires' requests for comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}