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AI & Enterprise

Nvidia China AI chip shipments fall 44 percent, Huawei share jumps

Nvidia\'s share of China\'s data centre AI chip market fell to 34 percent as U.S. export restrictions hit shipments, while Huawei raised its share to 28 percent, narrowing the gap to 6 percentage points. Nvidia shipped 678,000 AI accelerators in China in January-June 2026, down 44 percent from a year earlier. Non-GPU accelerators surged, and IDC said competition is shifting toward operating large interconnected chip clusters efficiently.

AI & Enterprise

Q3 global PC shipments plunge more than 20 percent, hit by AI-driven memory squeeze

Global PC shipments fell more than 20 percent in the third quarter from a year earlier, marking the steepest decline since the first quarter of 2023. IDC put shipments at 62.7 million units, down 20.1 percent, while Omdia reported a 21.2 percent drop to 58.1 million. Rising memory prices driven by AI data centre expansion and pre-emptive stockpiling by manufacturers weighed on demand and inventories.

AI & Enterprise

GS ITM to spin off SaaS unit GS Bizple

GS ITM said on Wednesday it will pursue a spin-off of its software-as-a-service and platform business subsidiary, GS Bizple. The company described the move as a governance restructuring aimed at strengthening expertise in each business unit and building an independent growth base. The split-off is scheduled for Dec. 1. After the split, GS Bizple plans to focus on fundraising and upgrading its core solutions, while GS ITM will strengthen competitiveness and service quality across its main IT services businesses.