Goldman Sachs Predicts Chinese AI Chip Market Share to Exceed 50% in 2026

According to a Goldman Sachs report disclosed by P Equity Research, Chinese domestic AI accelerator chips are expected to capture over 50% of the market share in 2026, with Huawei and Alibaba's Pingtouge leading at 20% and 7% respectively. Meanwhile, Nvidia maintains its dominance with 55% of the overall market share. The report also notes that China is accelerating national computing network construction, with infrastructure projects projected to attract 7 trillion yuan in investment in 2026, while data center investments over the next five years are expected to reach approximately 2 trillion yuan.
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