NVIDIA’s (NVDA) Market Share in China Drops to 50%

Published: Wednesday, May 21, 2025 · 5:10 AM | Updated: Wednesday, May 21, 2025 · 5:10 AM

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NVIDIA (NVDA, Financial) has experienced a significant decline in its market share in China, dropping from 95% during the early days of President Biden’s administration to 50% currently. This was highlighted by NVIDIA’s CEO, Jensen Huang, during the Computex 2025 conference in Taipei. He criticized the U.S. export controls on AI chips to China, labeling them as unsuccessful. Huang pointed out that the fundamental assumptions behind the initial AI diffusion rules were flawed, leading to the current situation.