Huawei and Cambricon lead China’s AI server chip surge, piling pressure on Nvidia (opens in new tab)

Chinese chip suppliers led by Huawei Technologies and Cambricon Technologies, together with tech giants developing their own silicon, are set to capture nearly 80 per cent of the domestic AI server market this year, further squeezing global rivals such as Nvidia, according to TrendForce. Geopolitical tensions continue to erode the position of Nvidia, Advanced Micro Devices and other foreign suppliers, whose combined share of China’s AI server market is forecast to fall to 21 per cent in 2026...