How a Blacklisted Chinese Tech Giant Kept Buying America’s Best A.I. Chips

Washington imposed sanctions on Inspur because of its work with the Chinese military. But the company’s subsidiary kept shipping Nvidia’s best chips to feed China’s leading A.I. firms.

The top 3

  1. NVIDIA's Enduring Market Dominance: NVIDIA holds an estimated 75-81% of the AI accelerator market by revenue in 2026, driven by its powerful GPUs like the H100/H200 and the foundational CUDA software ecosystem.
  2. AMD's Rising Challenge in High-Performance AI: AMD is a credible second source in the AI chip market, with its Instinct MI300 series accelerators gaining traction and generating an estimated $7-8 billion in 2025 revenue.
  3. Intel's Strategic Pivot to AI Inference & Edge: Intel, while holding a smaller share (around 1%) in AI GPUs, is strategically focusing on AI inference, edge computing, and custom silicon with products like Gaudi3 and its upcoming Crescent Island GPU.

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