Nvidia's AI chip share in China falls to 34% as Huawei gains ground

Crypto Insight Summary: Nvidia’s share of China’s data-center AI chip market dropped to 34% in the first half of 2026 as US export controls cut its shipments by 44%, while Huawei’s shipments nearly doubled, according to IDC data reported by Reuters. Nvidia shipped 678,000 AI accelerators in China between January and June, down 44% from the same period... Crypto Insight Analysis: Direction: Bearish NVDA / Bullish Huawei Impact: Minor Impact Horizon: Short-term (1-3 days) Reasoning: Nvidia's China market share drop due to export controls, while Huawei gains, but broader AI chip market remains stable.