IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards (Reuters)
Why it matters: Chinese chipmakers captured 41% of China's AI server market, significantly reducing Nvidia's market share to 55%.
- Chinese GPU and AI chipmakers captured nearly 41% of China's AI accelerator server market in 2025 (IDC, per Reuters).
- Nvidia's market share in China's AI server market dropped to 55% in 2025 (IDC, per Reuters).
- Nvidia still shipped approximately 2.2 million AI cards within China during this period (IDC, per Reuters).
Chinese GPU and AI chipmakers significantly eroded Nvidia's dominance in China's AI server market in 2025, capturing nearly 41% of the market share. This shift reduced Nvidia's share to 55%, despite the company still shipping approximately 2.2 million cards.
