When you purchase through links on our site, we may earn an affiliate commission. Chinese semiconductor firms have taken a big chunk of the domestic market, claiming 41% of the local AI server market and delivering 1.65 million AI GPUs out of a total of 4 million units in 2025. IDC numbers reported by Reuters claim that Nvidia still leads with a 55% market share, shipping an estimated 2.2 million cards, but this is a major contraction compared to the company’s claimed 95% market share before sanctions. Tom's Hardware is the main source layer for now, and the rest should be read as a signal that is still widening. On the device side, the useful angle is whether a technical change actually alters feel, lifespan, or upgrade cost in real use.
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When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works . The main references behind this piece include Tom's Hardware.
Where the sources line up
Tom's Hardware is the main source layer for now, and the rest should be read as a signal that is still widening. Chinese semiconductor firms have taken a big chunk of the domestic market, claiming 41% of the local AI server market and delivering 1.65 million AI GPUs out of a total of 4 million units in 2025. IDC numbers reported by Reuters claim that Nvidia still leads with a 55% market share, shipping an estimated 2.2 million cards, but this is a major contraction compared to the company’s claimed 95% market share before sanctions. When you purchase through links on our site, we may earn an affiliate commission.
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Patrick Tech Store Accounts, tools, and software now available in the store This slot is temporarily dedicated to the Patrick Tech ecosystem.The details worth keeping
Chinese semiconductor firms have taken a big chunk of the domestic market, claiming 41% of the local AI server market and delivering 1.65 million AI GPUs out of a total of 4 million units in 2025. IDC numbers reported by Reuters claim that Nvidia still leads with a 55% market share, shipping an estimated 2.2 million cards, but this is a major contraction compared to the company’s claimed 95% market share before sanctions. Huawei is reported to be the big winner among the Chinese chipmakers, shipping around 812,000 AI chips or nearly 20% of the market. The Shenzhen-based firm is continuing development of AI processors, with the company launching its Atlas 350 AI accelerator last week, which is claimed to have nearly three times the performance of Nvidia H20 chips . T-Head, which is owned by Alibaba, the e-commerce platform widely known as China’s Amazon , holds a distant third place with 256,000 units sold. On the device side, the useful angle is whether a technical change actually alters feel, lifespan, or upgrade cost in real use.
Why this matters most
The signal is strong enough to deserve attention, but it still needs to be read as something developing rather than fully settled. With 1 source layers on the table, the part worth reading most closely is where firm facts meet the market's early reaction. Chinese semiconductor firms have taken a big chunk of the domestic market, claiming 41% of the local AI server market and delivering 1.65 million AI GPUs out of a total of 4 million units in 2025.
What to watch next
The next readout is price, device coverage, and whether the change feels real once the hardware reaches users. Patrick Tech Media will keep checking rollout speed, user reaction, and how Tom's Hardware update the next pieces. In this pass, the story was distilled from 1 signals into 1 source references that are genuinely useful to readers.
Source notes
- Tom's Hardware pressGlobal
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