By TradingView
Publication Date: 2026-04-01 13:32:00
Nvidia (NVDA, Financials) is still the top company in China’s AI chip industry, but it is no longer as far ahead of the rest of the pack as it used to be.
New information suggests that Chinese chipmakers took roughly 41% of the country’s AI accelerator server market in 2025. This means that competition in China is growing considerably tougher. Nvidia still had the most cards shipped, over 2.2 million, but the difference is definitely becoming smaller.
That change shows how fast China’s own semiconductor sector is growing up. Local businesses have had a clear chance to step in because U.S. export regulations make it hard for them to get Nvidia’s most advanced devices. And they are not squandering it.
Huawei was the leader in the local group, but Alibaba’s T-Head and Baidu’s Kunlunxin both gained popularity. Together, Chinese vendors shipped about 1.65 million cards, showing that demand for homegrown alternatives is no longer a side story.
This doesn’t mean that Nvidia has lost China. The firm is still the market leader, and there is still demand. But it does mean that the market is now more crowded, politically sensitive, and competitive for the corporation than it was before.
