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AI Hardware

China’s AI Hardware Boom Threatens Nvidia’s Grip on the Market

China’s AI Hardware Boom Threatens Nvidia’s Grip on the Market

Nvidia’s China Market Share Set to Plunge Nvidia, long the leader in AI GPUs, is facing a major shakeup in China. Analysts from Bernstein predict the company’s market share in the country could drop sharply from 66% in 2024 to just 8% in the coming years. The drop
Vishakha Singh Jan 17, 2026

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