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January 17, 2026, 6:06 AM EST. Nvidia could see its share of China's AI-processor market shrink to about 8% this year from 66% in 2024, as export curbs and homegrown rivals erode its dominance. Bernstein-backed analysts cited by Chinese media say Huawei, Cambricon and Moore Threads are capturing roughly 80% of local demand, aided by new domestic GPUs and software stacks. Moore Threads' Huashan GPU targets AI workloads and competes with Nvidia's Hopper-based H200 families, though it trails the Blackwell B200/B300 GPUs that remain restricted for export. Huawei's Atlas 950 SuperCluster and other Chinese accelerators promise higher computed throughput at greater power use. The shift hinges on moving from an Nvidia-centric ecosystem to a fully domestic stack, a task complicated by existing deployments and the CUDA (NVIDIA's parallel computing platform) software ecosystem.