Search results for Kunlunxin
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
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia\'s footing
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last year, while Chinese suppliers rise to 56 percent. Custom chips designed by Chinese internet firms are also growing, driven by geopolitical uncertainty and China’s push for tech self-reliance.
AI & Enterprise
Baidu rises as Nvidia alternative in China AI chip market
Baidu is becoming a major player in China’s AI chip market, according to CNBC. The company is strengthening its semiconductor business through Kunlunxin and could absorb growing domestic demand. Baidu plans to release its M100 chip in 2026 and the M300 in 2027. Its data centres use both in-house and Nvidia chips, while it generates revenue by selling chips to third-party data centres and offering cloud services. JPMorgan and Macquarie issued upbeat outlooks for Baidu’s chip operations.