Nvidia Just Lost Its Grip On China

A few years ago, Nvidia sold almost every AI chip in China. In the first half of 2026, its share fell to 34%, and Huawei, under US sanctions since 2019, reached 28% (IDC, via Reuters). This file follows the rules Washington wrote to slow China down, the company that wasn't supposed to survive them, the year the door closed from both sides, and the number that shows China still can't quit Nvidia: more than a million gaming cards. Chapters 00:00 Intro 00:43 Washington's Wall 02:23 The Company That Survived 04:26 The Door Closes 07:08 The H200 Deal 08:48 The Numbers 10:37 Who Was Right? Sources IDC via Reuters, Oct 13, 2026: https://technode.com/2026/10/14/nvidi... Reuters via ProPakistani: https://propakistani.pk/2026/10/14/nv... FT via TrendForce, Oct 15, 2026 (1M+ gaming/workstation chips): https://www.trendforce.com/news/2026/... Nvidia Form 10-K FY2026 (H20 ~$60M, no H200 revenue, 'effectively foreclosed', revenue $215.9B): https://www.sec.gov/Archives/edgar/da... CNBC, Jul 14, 2026 (Kessler: 'very few' H200s): https://www.cnbc.com/2026/07/14/nvidi... The Register, Dec 9, 2025 (H200 with 25% cut): https://www.theregister.com/2025/12/0... The Diplomat, Feb 2026 (H200 re-enter China, Beijing and Huawei): https://thediplomat.com/2026/02/nvidi... Korea Times/Reuters, Apr 16, 2025 ($5.5B H20 charge): https://www.koreatimes.co.kr/amp/worl... heise, May 2025 ($15B in sales, Computex): https://heise.de/-10389765 NBC/CNBC, May 2025 (export controls 'a failure', 95% to 50%): https://www.nbcbayarea.com/news/busin... TechRadar, Oct 2025 (95% to 0%, Citadel): https://www.techradar.com/pro/jensen-... BNN Bloomberg, Sep 16, 2025 (RTX Pro 6000D): https://www.bnnbloomberg.ca/business/... SCMP, Jun 2025 (Ren Zhengfei to People's Daily): https://www.scmp.com/tech/big-tech/ar... TrendForce, Sep 18, 2025 (Ascend 950 roadmap, SuperPoD): https://www.trendforce.com/news/2025/... TrendForce, Jul 2, 2026 (Korea launch Q4 2026): https://www.trendforce.com/news/2026/... Music: Night Desk Lo-Fi (made with ACE-Step) This video is for informational and entertainment purposes only and is not financial advice. #Nvidia #Huawei #BigTechFiles