Nvidia CEO Jensen Huang Adjusts Stance on China’s AI Dominance

Nvidia CEO Jensen Huang initially declared China WOULD lead the AI race during the FT's Future of AI Summit, citing lower energy costs and lighter regulations as competitive edges. Hours later, he recalibrated his statement, emphasizing America's need to accelerate innovation to maintain its lead.

Huang's original remarks highlighted structural advantages in China's market, including reduced regulatory hurdles. However, Beijing's national security review has effectively barred Nvidia from the Chinese market, eroding its local presence to zero. The CEO has actively opposed U.S. export restrictions, advocating for global developer access to Nvidia's systems as a strategic countermeasure.

Recent trade discussions between former President TRUMP and Xi Jinping concluded without concessions on semiconductor policy, with Trump insisting advanced chips like Nvidia's Blackwell remain exclusive to U.S. customers. Huang's dual messaging reflects the tension between geopolitical realities and corporate interests in the AI arms race.