Overview
- Huang said Nvidia now has zero direct market share in China for AI accelerators, describing a collapse in the company’s own sales rather than a total absence of Nvidia chips in the country.
- The company said a U.S. license granted in February to ship H200 data‑center GPUs has not led to any shipments or revenue, and Commerce Secretary Howard Lutnick said none have been sent.
- In its latest 10‑K, Nvidia wrote that it is effectively shut out of China’s data‑center compute market and warned that the opening for rivals could materially harm its results.
- Chinese firms such as Huawei, Cambricon, Moore Threads, and MetaX are supplying more local silicon and software, while Nvidia still points to its CUDA developer tools as a key edge.
- Huang said China should not get Nvidia’s most advanced Blackwell or Rubin chips, yet he urged U.S. firms to keep exporting approved products to grow sales and sustain national economic strength.