huawei

Nvidia CEO Jensen Huang has acknowledged the company has largely conceded China's AI chip market to huawei due to US export restrictions, with Nvidia's market share in the region dropping to zero. Huang praised huawei's strength and its local chip ecosystem, stating Nvidia has "evacuated that market."

Nvidia CEO Jensen Huang issued a stark warning: failing to embrace AI could cost jobs. He believes AI will automate routine tasks, boosting creativity and decision-making, potentially doubling global GDP. Huang also admitted Nvidia has largely lost China's AI chip market to huawei due to US restrictions, with their market share dropping to zero.

The European Union is urging member states to steer clear of telecom equipment from Chinese firms like huawei and ZTE, citing cybersecurity concerns. This recommendation, part of a broader strategy to bolster network security, could lead to restrictions or bans on 'high-risk' suppliers. While not an immediate mandate, it signals a significant shift in the EU's approach to critical infrastructure.

Nvidia CEO Jensen Huang joined Donald Trump's Beijing summit at the last minute, boarding Air Force One in Alaska, but China still won't approve H200 AI chip purchases. Trump said Beijing "chose not to" because it wants homegrown silicon. With DeepSeek now running on huawei chips and 10 cleared Chinese firms yet to place orders, Nvidia's China stalemate looks set to drag on.

Nvidia's market share in China has fallen to zero. CEO Jensen Huang believes the market will eventually reopen. US President Donald Trump discussed chip issues with Chinese leaders. China is prioritizing homegrown chips from companies like huawei. This situation poses a significant risk to Nvidia's substantial business opportunities in the region.

China has reportedly banned Nvidia's RTX 5090D V2 graphics card, a modified version of its top-tier chip, just after US President Trump's visit. This move, aimed at fostering domestic AI chip development, effectively cuts off Chinese developers from accessing Nvidia hardware, a scenario Nvidia CEO Jensen Huang has warned could backfire by accelerating China's self-sufficiency.

Nvidia CEO Jensen Huang dismissed calls for a complete US cutoff of advanced AI chips to China, deeming the idea "ridiculous." He argued that such bans would backfire, forcing China to build an independent tech ecosystem and harming US global dominance. Huang advocates for continued competition and international sales to keep AI development within the American tech ecosystem.

Nvidia CEO Jensen Huang confirmed China remains crucial for the company's $1 trillion sales forecast, including a new $200 billion CPU market. Despite US-China tensions, Huang emphasized serving the vital Chinese market. Nvidia is also ramping up production for its next-generation 'Vera' CPU and GPU platform, aiming to capture the burgeoning agentic AI sector.

US approved major Chinese tech giants like Alibaba and Tencent to acquire Nvidia's advanced H200 AI chips. However, no sales have materialized as Beijing reportedly discourages domestic firms from buying foreign technology, prioritizing the development of its own chip industry, particularly huawei's. Nvidia's CEO is now in China, hoping for a breakthrough.

China's blocking of Meta's $2 billion Manus AI acquisition signals a shift, making Singapore a less effective shield for Chinese tech firms seeking Western exits. Regulators intervened despite Manus's Singapore registration, barring founders from leaving the country. This move suggests Beijing's scrutiny now extends beyond incorporation, impacting future international ventures.

Donald Trump has landed in Beijing with 17 American companies in tow, worth a combined $16.47 trillion—roughly 90% of China's entire 2025 GDP. Jensen Huang joined at the last minute, boarding Air Force One in Anchorage. Nvidia and Apple alone account for $9.7 trillion of that, while Meta sent its policy chief after Beijing blocked its $2 billion Manus deal.

Anthropic's paper outlines two scenarios for US-China AI leadership by 2028. In one, the US maintains its compute advantage through tightened export controls, leading to democratic AI norms. The other sees China overtaking the US if policymakers fail to act, resulting in authoritarian AI dominance.

Nvidia CEO Jensen Huang says the biggest gap in the US-China AI race isn't chips—it's dialogue. Speaking on the Dwarkesh Podcast, Huang argued that American and Chinese AI researchers must talk and agree on what AI should never be used for. He pushed back hard against Anthropic CEO Dario Amodei's call for chip export controls, warning that ceding China's market risks splitting global AI into two competing tech ecosystems.