(Correction: clarification on data attribution)
PEKIN, April 1 (Rtrs) – Chinese manufacturers of graphics processing units (GPUs) and artificial intelligence chips captured nearly 41% of the AI acceleration server market in China last year. According to data from an IDC report consulted by Reuters, this growth undermines Nvidia’s historical dominance in one of its major export markets.
These gains come as Beijing is becoming increasingly cautious about dependence on foreign components. The government is encouraging public agencies and companies to adopt domestic solutions, after successive waves of American restrictions deprived China of Nvidia’s most advanced products.
Total shipments of AI acceleration cards by Nvidia, AMD, and Chinese chipmakers reached approximately 4 million units in China in 2025, according to this data.
Nvidia retains its position as a leader with around 2.2 million cards shipped, accounting for a 55% market share. However, this figure marks a significant decline for the American giant, which previously held almost total dominance in this segment in China. On the other hand, AMD made a modest breakthrough with approximately 160,000 cards shipped, capturing 4% of the market.
Chinese suppliers collectively shipped 1.65 million cards, representing 41% of the total market. This milestone reflects the aggressive manner in which local players have taken advantage of the opening created by the tightening of export controls by the United States.
Huawei Technologies has emerged as the undisputed leader among Chinese companies with approximately 812,000 AI chips shipped, accounting for nearly half of the volumes of national brands. T-Head, Alibaba’s chip design division, ranks second with around 265,000 cards.
Kunlunxin (Baidu) and Cambricon each shipped around 116,000 cards, sharing the third spot among Chinese suppliers.
Hygon, as well as startups MetaX and Iluvatar CoreX, accounted for 5%, 4%, and 3% respectively of the total shipments by domestic players.
In 2025, the central government launched a new wave of investments in AI infrastructure. Local authorities have accelerated the deployment of intelligent computing centers in provinces, many of which come with implicit directives encouraging “buying Chinese”.
