(Fix: clarification on data attribution)
BEIJING, April 1 (Rtrs) – Chinese makers of graphics processing units (GPUs) and artificial intelligence chips captured nearly 41% of the AI acceleration server market in China last year. According to data from an IDC report consulted by Reuters, this progression begins Nvidia’s historic domination of one of its main export markets.
These gains come as Beijing becomes increasingly cautious about dependence on foreign components. The government is pushing public agencies and companies to adopt domestic solutions, after successive waves of US restrictions deprived China of Nvidia’s most advanced products.
Total shipments of AI acceleration cards by Nvidia, AMD and Chinese founders reached about 4 million units in China in 2025, according to this data.
Nvidia maintains its leadership position with around 2.2 million cards delivered, or a market share of 55%. This figure, however, marks a clear decline for the American giant, which previously exercised almost total hegemony over this segment in China. For its part, AMD achieved a modest breakthrough with around 160,000 cards shipped, capturing 4% of the market.
Chinese suppliers collectively delivered 1.65 million cards, representing 41% of the total market. This milestone testifies to the aggressiveness with which local players have rushed into the breach opened by the tightening of export controls from the United States.
Huawei Technologies has established itself as the undisputed leader in the Chinese camp with around 812,000 AI chips delivered, or almost half of the volumes of national brands. T-Head, Alibaba’s chip design division, ranks second with around 265,000 boards.
Kunlunxin (Baidu) and Cambricon each delivered around 116,000 cards, sharing third place among Chinese suppliers.
Hygon, along with startups MetaX and Iluvatar CoreX, accounted for 5%, 4% and 3% of the domestic players’ total deliveries, respectively.
In 2025, the central government launched a new wave of investment in AI infrastructure. Local authorities have accelerated the deployment of intelligent computing centers in the provinces, with many implicit directives encouraging people to “buy Chinese”.
