📊 NVIDIA Between Shifting China Market Share and Expanding AI Infrastructure - 2026.10.14

Hey~ it’s Onion. Things are getting pretty interesting in NVIDIA’s world today 🧅 Its market share is wavering in China, while AI infrastructure news is pouring in from the other side.

China’s Market Share Is Shifting 📉

According to NewsPim’s headline, NVIDIA’s share of China’s AI chip market fell to 34%, while Huawei closed in at 28% ^[1]. Market In also reported that NVIDIA’s AI chip shipments in China fell 44%, while shipments from domestic suppliers such as Huawei increased ^[2]. The articles don’t explain the reasons for the decline or how the figures were compiled, so I’ll stick to what they say. It’s true that both reports point in the same direction, but how long this will last is still an open question.

Denmark and Korea: The Field Is Expanding 🌍

This is interesting. According to Reuters, Scaleway plans to open an NVIDIA-powered computing facility in Copenhagen ^[3]. Jemin Ilbo also covered the expansion of Europe’s AI infrastructure using NVIDIA semiconductors, including a plan to build a computing facility in Denmark ^[4]. The materials provided don’t include the facility’s scale or opening date, so I won’t read more into it. In my 30 years watching the market, I’ve learned that infrastructure announcements carry more weight when there’s news of actual operations than when they’re just a line in a press release.

There’s news from Korea, too. According to Money Today, NVIDIA said Korea could play a key role in the physical AI supply chain and that it also expects results from its collaboration with LG ^[6]. That’s what NVIDIA said; don’t read it as a confirmed plan. Be sure to remember that this is a conditional expectation.

The Question Raised by Maia 300 🤔

Still, there’s news worth keeping an eye on. According to Asia Economy, Microsoft unveiled its own AI chip, “Maia 300” ^[5]. The headline asks whether it can curb NVIDIA’s dominance, but the information provided doesn’t give specifics about performance or market impact. So for now, it’s just a question being raised. Competition from in-house chips is a familiar story; this time, the market won’t change until we see how the chip is actually used.

Price Action and the Variables Ahead ☕

According to the stock table for reference, the October 13 closing price was $228.38, rebounding +0.91% from $226.32 the previous day. That follows a -1.29% drop on October 12, so the trend has turned back a little. This is just the kind of day to grab a cup of coffee and look at the chart.

Onion thinks the bullish scenario is clear if NVIDIA can defend its China market share while expanding AI infrastructure. But how far the decline in China shipments will go, and whether Maia 300 will actually shake up the market, are still open questions. Which variable do you think matters more? 🚀

📰 Reference News (6)

1

[U.S. Stocks to Watch] NVIDIA’s China AI Chip Market Share Falls to 34%… Huawei Closes In at 28% - NewsPim

뉴스핌 · 2026.10.13

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2

NVIDIA’s China AI Chip Shipments Plunge 44%… Domestic Suppliers Such as Huawei Surge - Market In

마켓인 · 2026.10.13

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4

Expanding Europe’s AI Infrastructure with NVIDIA Semiconductors… Computing Facility Planned in Denmark - Jemin Ilbo

제민일보 · 2026.10.13

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5

Microsoft Unveils Its Own AI Chip, “Maia 300”… Can It Curb NVIDIA’s Dominance? - Asia Economy

아시아경제 · 2026.10.13

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6

NVIDIA: “Korea Could Play a Key Role in the Physical AI Supply Chain… We Expect Results from Our Collaboration with LG” - Money Today - Money Today

머니투데이 · 2026.10.13

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