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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 (AMD), and Chinese vendors. Nvidia shipped about 2.2 million cards and held a 55% share. But that is a sharp retreat from the near-total dominance it held just a few years ago.The shift accelerated as Beijing pushed government agencies and companies to adopt domestic alternatives. Successive waves of U.S. export controls had already cut China off from Nvidia’s most advanced products.Who is taking Nvidia’s share?Huawei Technologies led all Chinese vendors by a wide margin. It shipped about 812,000 chips, roughly half of all domestically branded shipments, according to Reuters’ reporting on the IDC data. Alibaba’s chip design unit T-Head ranked second with approximately 265,000 cards. Baidu’s Kunlunxin and Cambricon each shipped in the neighborhood of 116,000 cards, placing them jointly third.Related: Goldman Sachs has a message on Nvidia stock for investorsThe IDC report noted that in 2025, China’s central government launched a new wave of AI infrastructure spending. Local governments accelerated intelligent computing centers across provinces. Many carried implicit directives to “buy Chinese.”GPU startups MetaX, Iluvatar CoreX, and Hygon also gained ground, accounting for smaller but growing slices of the market.Nvidia’s own words tell the storyNvidia CFO Colette Kress addressed the China situation on the company’s Q4 fiscal 2026 earnings call in February. Her words were direct.”While small amounts of H200 products for China-based customers were approved by the U.S. government, we have yet to generate any revenue,” Kress said, according to The Register. “We do not know whether any imports will be allowed into China.”More Nvidia:Goldman Sachs sends blunt message on Nvidia stock after GTCNvidia CEO makes bombshell call on AI’s next big thingBank of America resets Nvidia stock forecast after meeting with CFOShe also warned about the competitive threat. “Our competitors in China, bolstered by recent IPOs, are making progress,” Kress said. They “have the potential to disrupt the structure of the global AI industry over the long term.”China once accounted for between 20% and 25% of Nvidia’s data-center revenue. That segment generated more than $41 billion in fiscal year 2025. Even after export controls tightened, China still contributed 13% of Nvidia’s total revenue in fiscal 2025, per the company’s own disclosures. That figure has since fallen further.

Nvidia rivals are gaining ground.TheStreet / Shutterstock

Huawei is scaling fastHuawei’s Ascend 910C has become the default chip for Chinese AI developers locked out of Nvidia’s products. It combines two older 910B processors into a single unit. On a per-chip basis, it delivers roughly 60% of Nvidia’s H100 performance, according to industry analysts. It requires more power and silicon to match H100 output at the system level, but Chinese companies are absorbing that cost.Huawei is scaling aggressively. Bloomberg reported the company aims to produce 600,000 Ascend 910C units in 2026. That is roughly double its prior-year output. Including other Ascend models, Huawei could distribute up to 1.6 million dies in 2026.Huawei has also built a full-stack system called the CloudMatrix 384. It links 384 Ascend 910C processors across 16 racks. Analysts at Counterpoint Research found the cluster outperformed Nvidia’s GB200 NVL72 on some metrics. The trade-off is power consumption, roughly four times that of the Nvidia system.How China’s AI chip market has shifted:Nvidia held approximately 66% of China’s AI chip market in 2024, per Bernstein Research cited by TMTPost.Chinese vendors reached 41% unit share in 2025, per IDC data reviewed by Reuters.Bernstein projects Nvidia’s share could fall to about 8% in 2026 as domestic suppliers approach 80% collectively, per CNBC.China’s AI chip localization ratio is projected to surge from 17% in 2023 to 55% by 2027, per Bernstein.Nvidia is trying to get back inNvidia has not walked away from China. At GTC 2026 in March, CEO Jensen Huang said the company had received purchase orders. It was “in the process of restarting our manufacturing” for H200 chips bound for China, CNBC reported.Huang has also been lobbying for the U.S. to eventually allow Blackwell chip sales to China. He wants that to happen once the more advanced Vera Rubin platform is widely deployed domestically. At GTC, he estimated the Chinese AI chip market would have been worth approximately $50 billion in 2025, had Nvidia been able to sell freely.But Washington is only half the problem. Beijing has not formally approved H200 imports. The Chinese government continues pushing domestic companies toward homegrown AI infrastructure, regardless of what U.S. companies are permitted to sell.”Huawei is still likely to remain ahead of other Nvidia alternatives in China’s AI processor and GPU market,” said Wei Sun, principal analyst at Counterpoint Research. “The reason is not just any single chip, but the stack. That matters more than headline specs.”For Nvidia, the challenge is no longer only about export rules. It is about whether Chinese developers who spent two years building workflows around domestic hardware will switch back, even when they are allowed to.Related: Nvidia stock sends valuation signal for first time in 13 years

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealSpending time in the backyard is a relaxing way to enjoy your own company or spend time with others, but it can often be cut short when the hot temperatures rise during the middle of the day. Blocking the sun from your backyard and patio can not only help keep the temperatures cooler, but it can also help prevent a quick sunburn during high-ultraviolet (UV) times, which can make it more comfortable knowing you don’t have to lather a bunch of sunscreen on you and your kids just to sit in the backyard. If you want a sunshade that works with you, not just to cover overhead sun but during any time of the day, the Grandpatio Flat Rotating Umbrella Shade is a functional and easy option. This flat shade allows you to block the sun from any direction, versus overhead umbrellas that can’t rotate. Originally $100, this shade is just $66 and can help protect against bright morning, afternoon, and evening sun. Grandpatio Flat Rotating Umbrella Shade, $66 (was $100) at Walmart

Courtesy of Walmart

Shop at WalmartWhy do shoppers love it?The 360-degree rotation is useful for blocking any directional sun or wind. The direction can easily be changed using the knob in the middle of the pole, and the tilt mechanism allows you to block sun from far off on the horizon or overhead. The height can also be adjusted anywhere between 45 inches and 86.5 inches, making it a great solution for apartment balconies or even to set outside of a sunny window to help block off extra heat during the summer. The canopy itself is 6 feet tall by 4.3 feet wide, offering a large amount of shady space to keep your patio set cool. Related: Walmart is selling a 10-foot patio umbrella with interior LED lights for just $73The shade is made of all-weather, UV-resistant polyester that can hold up in the heat of the day, and is resistant to mold, mildew, and fading, preventing it from becoming dingy or discolored. The sturdy steel pole and six fanning shade ribs help keep the shade in place during breezy days and provide a folding design that can be folded down and velcroed together, just like an umbrella. It’s easy to store while folded up, or you can keep the shade open, adjust the til to a vertical position, and set it against the wall while not in use. It’s important to note that this shade does not include the umbrella base. It can be clamped or tied to an existing structure, like an iron fence, a small tree, or an existing balcony pole. If you want to use it freestanding, a basic umbrella base needs to be purchased, which you can find for as little as $18 at Walmart.The pros and cons of a flat sun shadeProsIt can be moved around with the sun: This sun shade works to block the sun at any time of day, unlike an umbrella that doesn’t block all of the sun.Easy adjustments: The 360-degree rotating knob and the tilt mechanism offer quick and easy adjustments for optimal coverage.Cons Size: It’s not as large as a full patio umbrella.Base not included: This pole can be clamped or zip-tied to an existing structure, and can be used in tandem with an umbrella base for a free-standing option.One shopper said, “I have a small patio and needed a tilting umbrella to block the sun in the afternoons, and it works perfectly. It seems to be of good quality, and I love the red color. The rectangle shape works great. I would definitely recommend this umbrella.”Another reviewer said, “This umbrella is perfect for a small balcony or yard. Rotating and moving the umbrella around works great for blocking the sun. It also helps with wind if you live near the water.”Shop more dealsSummit Living Large 15-Foot Patio Umbrella, $150 at WalmartBest Choice Solar Patio Umbrella, $55 (was $127) at WalmartLausaint Home 9-Foot Gradient Patio Umbrella $80 (was $110) at WalmartWhether you need to protect the little ones during playtime or you’re looking to cut down the heat on your patio, the Grandpatio Flat Rotating Umbrella Shade offers basic sun protection for any area of your home. It’s sturdy, holds up to everyday weather, and can easily be adjusted to fit your needs. Shoppers can get this sun shade for 34% off at Walmart; shoppers pay just $66 for an easy-to-use, easy-to-store sun solution. 

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealWhether you’re a crafter with a steadily growing pile of art supplies or a DIY enthusiast who is piling up all the projects you want to do, proper organization makes hobbies easier and more enjoyable. If you don’t know where to begin, Target’s sale on the Costway 9-Drawer Rolling Storage Cart is a great place to start.Equipped with six small sliding drawers and three large drawers, this organizer can be used for a wide variety of needs. Make a drawer for each type of craft supply, use it to sort out your important paperwork, or organize your child’s toys by type. Whatever you use it for, it’s sure to make your life much easier.Costway 9-Drawer Rolling Storage Cart, $60 (was $189) at Target

Courtesy of Target

Shop at TargetWhy do shoppers love it?This handy rolling cart is made of steel and plastic and has an overall measurement of 25 inches long, 14.5 inches wide, and 24 inches high, making it ideal for use in small spaces. The small drawers measure 14.5 inches long, 11.5 inches wide, and 2.5 inches deep, which is the perfect size to store small toys, craft supplies, DIY supplies, office items, or even kitchen utensils. The large drawers are roomier at 14.5 inches long, 11.5 inches wide, and 5 inches deep, so you’ll have room to store larger items as well as small ones.This storage unit comes in a variety of colors that are all pleasing to the eye. The black and white options go with everything, but if you want something more vibrant, there’s a vivid hot pink and a light pink to choose from. The Macaron option also has a blend of pink, orange, and red drawers, making it perfect for anyone who loves colorful additions to their space.You can use the spacious top for extra storage or for fun decor, and the casters can be locked, making it easy to keep this cart in one place with the flip of a switch. It does require assembly, but several shoppers mention that it’s easy to put together and doesn’t take long.Details to knowColors: Six, and all are included in the sale.Material: Metal frame and plastic drawers.Requires assembly?: Yes. Related: Amazon’s ‘sturdy’ 6-drawer storage dresser is just $45, but only for a few more hoursShoppers love this rolling cart, with 98% of them giving it a five-star rating. “The baskets and drawers are very convenient for storing art supplies,” one wrote. “Very satisfied with the results.”A second shopper wrote, “I love this so much. This works great, is sturdy, and holds a lot! Doesn’t take up a lot of space, and is easy to roll out on the wheels. I’ll be buying one or two more to put in my craft room (once I get it cleaned and organized!).”Shop more deals Neatevday Rolling Storage Cart, $41 (was $46) at AmazonSimple Houseware 8-Drawer Rolling Cart, $55 (was $70) at AmazonCostway 6-Drawer Rolling Cart, $45 (was $86) at TargetThe Costway 9-Drawer Rolling Storage Cart is a terrific deal at just $60. Thanks to its versatility, you can use it in any room of the house.