Chinese AI Chip Makers Gain Market Share
Business & Finance News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Chinese AI chip makers surged in 2025, capturing nearly 41% of the home AI accelerator server market, significantly eroding Nvidias dominance. Total shipments reached 4 million units, with Nvidia leading at 2.2 million cards (55%), but a significant drop from their previous dominance. AMD trailed with 160,000 units (4%). Chinese vendors shipped 1.65 million cards, showcasing their rapid growth amidst US export restrictions. Huawei led domestically with 812,000 chips, followed by Alibabas T-Head at 265,000 and Baidus Kunlunxin and Cambricon tied at 116,000 each. Government investment in AI infrastructure surged, driving Chinas push for self-made tech.
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