Nvidia's set to regain some China access. But it still faces eroding AI chip market share
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最新报道：Nvidia's H20 AI chip is regaining market share in China after initial US export restrictions caused delays, with analysts estimating it now holds about 10% of China's $7 billion AI chip market. The H20, a downgraded version of Nvidia's flagship chips designed to comply with US controls, faced slow adoption due to performance concerns but has seen improved uptake as Chinese firms adapt their software. While competitors like Huawei are gaining ground with domestic alternatives, Nvidia still maintains technological advantages in key areas like AI training. The company continues navigating complex trade rules, recently halting shipments of its H20 and other China-specific chips to comply with updated US licensing requirements.
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