US EditionNvidia CEO says being locked out of China AI market would be 'tremendous loss'
- On May 6, 2025, Jensen Huang, CEO of Nvidia, expressed that being excluded from China's AI market because of U.S. Export restrictions would represent a significant setback for the company.
- The U.S. Government expanded export controls last month, limiting shipments of Nvidia's H20 AI chips tailored for China without a license, impacting Nvidia's market access.
- Nvidia recently took a $5.5 billion quarterly write-off related to the H20 chip restrictions, while China accounted for about 14% or $17.1 billion of its revenue last year.
- Huang noted China's AI market could grow to roughly $50 billion within two to three years and emphasized that selling there would bring back U.S. Revenue, taxes, and create jobs.
- The restrictions suggest Nvidia’s historic growth may slow as the company remains flexible with policies but warns losing China could damage U.S. Economic and national security interests.
28 Articles
28 Articles
Nvidia CEO: China’s AI Is Already As Good As The US
Key Points Nvidia (NASDAQ: NVDA) CEO Jensen Huang acknowledged that Chinese AI capabilities now rival those of the U.S., undermining assumptions of American technological lead in AI infrastructure. Huang’s statement also implies that powerful AI models can now run on lower-end chips, which may erode demand for Nvidia’s high-margin, high-performance GPUs—especially under U.S. export restrictions. Nvidia’s stock, up over 1800% in five years, co…
NVIDIA blames the US: China sanctions are opening huge doors to Huawei
The continued restrictions imposed by the United States in China are generating a scenario of uncertainty for technological giants such as NVIDIA. Your CEO, Jensen Huang, warns that these sanctions may, ironically, benefit...
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