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Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0%

Daniel Nenni

Admin
Staff member
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NVIDIA’s once-dominant position in China’s AI GPU market has effectively collapsed after new U.S. export restrictions rendered its advanced chips off-limits. CEO Jensen Huang confirmed that NVIDIA’s market share in China has fallen from 95% to zero — a dramatic reversal for a region that previously contributed 20–25% of its data center revenue. This loss highlights how geopolitics, rather than competition, reshaped one of NVIDIA’s most profitable markets.

In the short term, the company is offsetting the revenue hit with explosive demand from U.S. and international cloud providers building AI infrastructure. Global hyperscalers, sovereign AI projects, and enterprise adoption of generative AI continue to drive orders for the H100, H200, and upcoming Blackwell GPUs. However, the long-term implications are significant. China is accelerating efforts to achieve semiconductor self-sufficiency, with Huawei’s Ascend 910B and startups like Birente and Moore Threads filling the vacuum left by NVIDIA. AMD and Intel may capture some global share, but neither can sell unrestricted advanced AI chips to China either.

NVIDIA’s pivot toward software, AI ecosystems, and custom data center solutions underscores its strategy to remain indispensable — even as one of its largest regional markets slips permanently out of reach.

 
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia products, but they're purchased through covert channels?
 
Anyone who saw the movie "Lord of War" with Nicolas Cage as a weapon dealer, might recall that Simeon Weisz, his rival, told him he would eventually have to pick a side. At the end of the movie, Cage's character was arrested but then released and paid with a bag full of money. Cage's character acknowledged that he got to walk free because the US government needed him to supply weapons to its enemies, but couldn't be seen doing so.

I felt like this whole AI "movie" is like Lord of War, Huang has to know he's needed by both sides for now, who knows what comes after
 
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia products, but they're purchased through covert channels?
Agreed - officially it's zero, but it's clearly not zero based on the black market video by Gamers Nexus. Universities and consumers are getting these cards.

Also, while not as profitable - a growing number of small enterprises are using GeForce cards for AI purposes too.
 
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