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A market Nvidia once owned is slipping away fast

Chinese GPU and AI chipmakers captured nearly 41% of China’s AI accelerator server market in 2025. It represents one of the sharpest erosions of Nvidia’s (NVDA) position in a key overseas market on record.The data come from an IDC report reviewed by Reuters. Total AI accelerator card shipments in China reached approximately 4 million units last year across Nvidia, AMD…

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