Now, Nvidia has 0% market share in China

Looks like things are getting more interesting in the PC master race. Recently, NVIDIA CEO Jensen Huang said the company's share of artificial intelligence (AI) chip sales in China is now 0%. That said, what should you know about it?

This is a steep decline from 2024

For your information, this is a sharp decrease from the 66% NVIDIA held in 2024. Barriers to selling the latest and most powerful AI chips imposed by the United States under the Joe Biden administration have caused NVIDIA's dominance in China to disappear almost overnight.

Additionally, Huang also said that giving up a market as big as China “doesn’t make strategic sense” and that US export policies “have eaten you up.” The barriers should have crippled China’s AI capabilities, but have done the opposite. China is investing heavily in developing its own AI chips through companies like Huawei, Cambricon, Moore Threads, and MetaX.

Moreover, the latest DeepSeek V4 model, for example, has been designed to be optimised for use with Huawei's AI accelerator. China has proven that chip bottlenecks have only slowed its progress, but the gap is narrowing. The latest DeepSeek V4 model is said to be only 10 notches behind the capabilities of the most powerful US model.

Although NVIDIA chip sales are said to be 0%, this only takes into account sales through legal channels. NVIDIA's most powerful chips are still being smuggled illegally into China. Three individuals with ties to Super Micro Computer Inc were indicted by the US Department of Justice in March for helping to smuggle at least $2.5 billion worth of NVIDIA AI chips into China.

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