China's own AI chips seen supplying 90% of home market

Analysts project Chinese-made AI accelerators, led by Huawei and Cambricon, will supply about 90% of China's domestic AI processor market in 2026. This marks a sharp shift away from reliance on Nvidia and AMD chips.

Why it matters: This underscores how quickly China is building chip self-sufficiency in response to US export controls, a trend already visible in Nvidia halving its OpenAI data center pledge and China ordering state agencies off foreign software. A near-self-sufficient Chinese AI chip market would reduce the leverage US export restrictions have historically held.