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Nvidia CEO Jensen Huang has shared strong views on US rules that limit chip sales to China. In a recent interview, he said Nvidia now has zero share of the high-end AI chip market there. “In China, we have now dropped to zero,” he said. Huang added that the policy has largely backfired. “Conceding an entire market the size of China probably does not make a lot of strategic sense, so I think that has already largely backfired. Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times.” His words show that China is now spending a lot on its own chips, this has helped local companies grow faster and rely less on American tech. The US rules were made to protect national security, but Huang says they create problems between short-term limits and long-term AI competition.
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