(Correction: clarification on data attribution)
PÉKIN, 1st April (Rtrs) – Chinese manufacturers of graphic processors (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 progress is eating into Nvidia’s historical dominance in one of its key export markets.
These gains come as Beijing becomes increasingly cautious about relying on foreign components. The government is encouraging public agencies and businesses to adopt domestic solutions, after successive waves of American restrictions deprived China of Nvidia’s most advanced products.
Total shipments of AI acceleration cards from Nvidia, AMD, and Chinese chipmakers reached approximately 4 million units in China in 2025, according to this data.
Nvidia retains its position as the leader with around 2.2 million cards shipped, accounting for a market share of 55%. However, this figure marks a significant decline for the American giant, which previously held almost total dominance in this segment in China. Meanwhile, AMD made a modest breakthrough with around 160,000 cards shipped, claiming 4% of the market.
Chinese suppliers collectively shipped 1.65 million cards, representing 41% of the total market. This milestone reflects the aggressiveness with which local players have seized the opportunity created by the tightening of U.S. export controls.
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 domestic 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 third place among Chinese suppliers.
Hygon, as well as startups MetaX and Iluvatar CoreX, respectively accounted for 5%, 4%, and 3% of the total shipments of domestic players.
In 2025, the central government launched a new wave of investments in AI infrastructure. Local authorities have supported the deployment of intelligent computing centers in provinces, many of which are implicitly encouraged to “buy Chinese”.
