Nvidia now holds 34% of China's AI chip market, down from a once-dominant position, according to fresh figures from research firm IDC. Huawei is the vendor taking the biggest bite out of that lead.

For anyone building AI infrastructure in China — or selling into it — this is the number to watch. A 34% share means Nvidia no longer sets the default procurement path for roughly two-thirds of the market by volume.

What's behind the shift?

Huawei's gains come as Chinese buyers weigh domestic supply against US export controls that have constrained which Nvidia silicon they can legally purchase. That's pushed hyperscalers and smaller AI shops toward local alternatives, and Huawei has been the main beneficiary, per IDC's tally.

For Nvidia, China was long a reliable, high-volume revenue pool. A market share of 34% reframes it as contested territory rather than a dependable base.

What does it change for practitioners?

If you're specifying hardware for deployments in China, the practical picture has shifted:

• Nvidia silicon remains available in compliant configurations, but it's no longer the assumed majority choice.
• Huawei's lineup now claims enough share that software stacks and support plans need to account for it.
• Procurement teams face a two-vendor market where a year ago they'd often have had one default.

For vendors and integrators, the lesson is starker. IDC's number is a snapshot, but it shows direction: domestic silicon in China is scaling into real market share, not just pilot projects.

Why the number matters

Think of it in per-year terms. China buys AI accelerators at a scale measured in millions of units annually across cloud, enterprise and research deployments. Every percentage point of share in a market that size represents a material volume of chips — so Nvidia's slide to 34% isn't a rounding error, it's a structural reallocation of orders toward Huawei.

IDC, one of the largest global IT market trackers, is the source of the estimate, which TradingView relayed on Thursday.

What comes next

Watch whether Nvidia stabilizes around this level or keeps ceding ground. Each successive IDC data release will show whether Huawei's gains hold among large-scale buyers or concentrate in smaller accounts.

For now, the headline is simple: Nvidia's China position has compressed to about a third of the market, and Huawei owns most of what it lost.