Losing the lead
Nvidia remains the largest supplier of AI chips in China. However, the company is slowly handing that lead over to domestic Chinese chip designs, led by Huawei.
Domestic designs gain strength
Chinese AI companies are turning to their own chip solutions to reduce dependence on Nvidia. Huawei stands out as the key player increasing its market share in this process.
What it means
The shift shows that the AI hardware supply chain is becoming regionalized. As Nvidia's position in China weakens, the domestic chip ecosystem is becoming an increasingly preferred option.
