AI BriefingChina's AI Accelerator Market Surges
·2026.06.24 00:50
Key point
Chinese companies including Huawei are shipping AI accelerators with H100-class performance, eroding NVIDIA's market share.
Details
China's domestic AI hardware supply chain is being rapidly reorganized. The current Chinese market can be summarized as a '3 Dragons, 4 Snakes' structure.
Key Company Status:
- Huawei: Held an unrivaled position, accounting for 49% of AI card supply within China last year. It has its own HBM and foundry, and its Ascend 950 model targets NVIDIA H200-class performance.
- MetaX: Founded by former GPU architects from NVIDIA and AMD, its revenue has surged approximately 3,800x over the past three years.
- Alibaba: Is supplying servers equipped with 1.5TB VRAM (96GB × 16) in a single server, enabling frontier-class models to run on-premises with BF16 precision.
Market Shift: As production bases shift from TSMC to SMIC, NVIDIA's market share in China has plunged from 95% to 55% over the past two years. Open source models and the hardware ecosystem are being rapidly optimized for domestic Chinese hardware.
