Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

January 17, 2026

, By Tom’s Hardware

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

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Even though Nvidia’s AI GPUs and rack-scale solutions remain the most sought-after AI accelerators, curbs set on exports of Nvidia’s AI processors to China, first by the White House and then by Beijing, are having a drastic effect on the company’s presence in the People’s Republic. As a result, the company’s share in China could drop to just 8% in the coming years as domestic suppliers can satisfy around 80% of local demand, reports Nikkei, citing analysis from Bernstein.

“The new products meet the…

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Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

January 17, 2026

, Published By Tom’s Hardware

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

Even though Nvidia’s AI GPUs and rack-scale solutions remain the most sought-after AI accelerators, curbs set on exports of Nvidia’s AI processors to China, first by the White House and then by Beijing, are having a drastic effect on the company’s presence in the People’s Republic. As a result, the company’s share in China could drop to just 8% in the coming years as domestic suppliers can satisfy around 80% of local demand, reports Nikkei, citing analysis from Bernstein.

“The new products meet the…

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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Previous News

I compared the two best LG OLED TV models on the market right now – there’s a surprise winner

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