Chinese chipmakers captured nearly 41 percent of China's AI accelerator server market in 2025, according to an IDC report seen by Reuters. IDC is a global market research firm specializing in the technology industry.
Nvidia remains the market leader with roughly 2.2 million cards shipped and a 55 percent market share, but the company is losing ground fast. In total, about 4 million AI accelerator cards were shipped in China, according to the report.
Chinese vendors shipped a combined 1.65 million cards. Huawei leads the domestic pack with about 812,000 chips, followed by Alibaba's chip unit T-Head at 265,000 cards. Baidu Kunlunxin and Cambricon are tied at 116,000 units each. AMD held just 4 percent of the market.
The shift is driven by tightened US export controls and Beijing's push for companies to rely more heavily on domestic chips.