ChinaHuawei shipped 572,000 AI accelerators in six months.

Huawei holds 28% of China’s data-center AI accelerator market to Nvidia’s 34%, research firm IDC says.

US export restrictions constrained Nvidia’s supply, and its China shipments fell 44% to 678,000 as 9 of 11 Chinese suppliers grew.

The figures stop at June, so full-year 2026 shares are not yet counted.

How each outlet framed it
TechNode
tallies Nvidia's 44% shipment drop against Huawei's rise from 300,000 to 572,000 units, with nine of eleven Chinese suppliers gaining

Sources: TechNode