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Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'
What happened
Nvidia CEO Jensen Huang claims the company's AI accelerator market share in China has dropped to 0% due to US export restrictions. Bernstein previously estimated the share would fall from 66% to roughly 8%, driven by domestic vendors covering up to 80% of demand. This shift accelerates China's self-sufficiency drive, posing a long-term threat to US chip dominance in the region.
Impact and signal
High impactImpact score: 85/100
Affected components and suppliers
AI Accelerators
market-shareexport-restrictionschinasubstitution
Source and time
Source: Tom's Hardware · 5/3/2026 · View original source
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