Chinese chipmakers now control 41 percent of China's AI accelerator market

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.