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NVIDIA's market share in China drops below 60%, with domestic AI chip shipments reaching 1.65 million units annually, capturing the market
By 2025, China's AI acceleration card total shipments are expected to reach approximately 4 million units, with domestic manufacturers delivering a total of 1.65 million units, accounting for 41%. NVIDIA's share has fallen from about 95% before sanctions to 55%.
Huawei leads with 812k chips, and its Atlas 350 acceleration card's performance is 2.87 times that of NVIDIA's H20. (Deep潮)