A market Nvidia once owned is slipping away fast [Yahoo! Finance]
Goldman Sachs Group, Inc. (The) (GS)
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Source: Yahoo! Finance
It represents one of the sharpest erosions of Nvidia 's ( NVDA ) position in a key overseas market on record. The data come from an IDC report reviewed by Reuters . Total AI accelerator card shipments in China reached approximately 4 million units last year across Nvidia, AMD (AMD), and Chinese vendors. Nvidia shipped about 2.2 million cards and held a 55% share. But that is a sharp retreat from the near-total dominance it held just a few years ago. The shift accelerated as Beijing pushed government agencies and companies to adopt domestic alternatives. Successive waves of U.S. export controls had already cut China off from Nvidia's most advanced products. Who is taking Nvidia's share Huawei Technologies led all Chinese vendors by a wide margin. It shipped about 812,000 chips, roughly half of all domestically branded shipments, according to Reuters' reporting on the IDC data. Alibaba's chip design unit T-Head ranked second with approximately 265,000 cards. Baidu's Kunlunxin
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Earnings
- 1/16/26 - Beat
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Sec Filings
- 4/1/26 - Form 424B2
- 4/1/26 - Form 424B2
- 4/1/26 - Form 424B2
- GS's page on the SEC website