China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD
- ID
- 15120
- Status
- summarized
- Published
- 18 Aug 2026, 7:20 PM
- Fetched
- 18 Aug 2026, 7:37 PM
- Provider
- Tom's Hardware
- Category
- technology
- Original URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-homegrown-ai-accelerators-to-supply-90-percent-of-the-countrys-domestic-market-analysts-suggest-cambricon-and-huawei-expected-to-be-the-biggest-winners-in-the-shift-away-from-nvidia-and-amd
- Source URL
- https://www.tomshardware.com/feeds/all
Summary
- Score
- 4.5
- Created
- 18 Aug 2026, 7:38 PM
- Tags
- Audience
- ai_ml_learnerssaas_founders
What happened
TrendForce estimates Chinese-made AI accelerators will supply 90% of China's domestic market as U.S. export controls and Beijing mandates push out Nvidia and AMD. Nvidia's China market share fell from 66% in 2024 to 40% in 2025 and is projected to hit 8% in 2026, with Cambricon and Huawei positioned as the biggest winners.
Why it matters
If Chinese accelerators flood regional markets at lower prices, Malaysian builders running inference workloads may eventually see cheaper alternatives to Nvidia-dependent cloud pricing — but only if supply exceeds domestic Chinese demand, which the article flags as an open question. For now, nothing changes for teams shipping on AWS, GCP, or Azure in Malaysia.
Discussion angle
Will Chinese accelerator surplus ever reach Southeast Asian cloud providers, or will domestic demand absorb everything — and what does that mean for AI infrastructure cost assumptions in the region?