Sourced evidence
NVIDIA China AI-chip share forecast to collapse to ~8% as Huawei Ascend rises
Bernstein forecasts NVIDIA's China AI-chip market share falling from ~40% to ~8% by end of 2026 as Huawei's Ascend line rises toward ~50%, following China's own restrictions on H20 orders; Jensen Huang told CNBC NVIDIA has largely conceded the China AI chip market to Huawei.
- Source
- Bernstein (via Startup Fortune) / CNBC
- Type
- News report
- Published
- August 1, 2026
- Confidence
- 70/100
- Filed under
- NVIDIA
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Cite this
InsightNodes, "NVIDIA China AI-chip share forecast to collapse to ~8% as Huawei Ascend rises" (NVIDIA). Source: Bernstein (via Startup Fortune) / CNBC, August 1, 2026. https://insightnodes.com/claims/e/nvidia-huawei-ascend-china-share-2026 (accessed October 29, 2026).
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