In 2026, the global AI chip market is undergoing an unprecedented reshaping of its landscape. NVIDIA continues to dominate the AI training market with its CUDA ecosystem and Blackwell architecture, but AMD and Huawei's strong catch-up is breaking this monopoly pattern.
NVIDIA: Its dominant position remains stable
NVIDIA's market share in AI training still exceeds 80%, and its Blackwell architecture GPU demonstrates strong performance advantages in the field of large-scale parallel computing. The profound accumulation of the CUDA ecosystem has led to the majority of AI frameworks and models being optimized for NVIDIA GPUs as a priority. However, as the demand for AI inference continues to grow, Nvidia is also facing more targeted competition.
AMD: The MI series is catching up
AMD's MI300X and subsequent MI400 series are on par with Nvidia in terms of hardware specifications, especially in terms of video memory capacity and bandwidth. The continuous improvement of the ROCm open-source software stack has provided developers with more choices. However, the maturity of the software ecosystem remains a shortcoming that AMD needs to continuously address.
Huawei Ascend: a benchmark for domestic substitution
Against the backdrop of the continued tightening of the US chip ban, Huawei's Ascend series chips have emerged as a rising star in the domestic market. The Ascend 910B and subsequent models have shown good comprehensive performance in training and inference scenarios, and with the continuous optimization of the CANN computing framework, it has become the preferred solution for large model manufacturers in China.
Market Landscape Outlook
Looking ahead to the second half of the year, the AI chip market will present a more intense competitive situation. Nvidia consolidates its position through new product launches and pricing strategies, AMD accelerates its catch-up, and Huawei delves deeper into the domestic market. In addition, players such as Intel, Google, Amazon, etc. are also increasing their layout, and the entire market is moving from a monopoly to diversified competition.
This article is a comprehensive compilation of industry information that has been publicly released.