BREAKING
China Shifts 46% of AI Chip Budgets Home
0
%
Domestic today
0
%
In 12 months
0
%
Over budget
Nvidia's China Share Collapses in 2026
Nvidia 2025
40
Nvidia 2026
8
Huawei 2026
50
Cambricon 2026
9
0
M
2025 shipments
0
%
of AI servers
0
Cambricon 2026 target
Domestic Chips: Good Enough, Not Frontier
Domestic Stack
Rising
●
Ascend 910C in volume
●
GLM-Image, LongCat-2.0 trained locally
●
Strong for inference and gov workloads
Nvidia Lead
Frontier
●
CUDA ecosystem still ahead
●
910C ~60% of H100 inference
●
Weaker for frontier training
Export Controls Speed China's AI Buildout
AI NEWS BLITZ
Chinese firms are pivoting AI chip spending away from Nvidia toward domestic silicon.