Overview

• On the BG2 podcast, Nvidia’s CEO argued Washington should let U.S. firms compete in China to spread American technology and strengthen U.S. economic and geopolitical influence.
• Huang described China’s chip sector as fast-moving and highly competitive, saying the country trails the U.S. by only “nanoseconds.”
• Nvidia’s China sales were disrupted when exports of the H20 were halted earlier this year, with subsequent reports of a 15% levy arrangement preceding the resumption of licensed shipments.
• Reporting indicates Nvidia is developing a successor to the H20 designed to comply with current restrictions, though specifications have not been disclosed.
• China is accelerating domestic alternatives, with Huawei’s Ascend-powered systems shipping in volume and major platforms like Baidu, Alibaba, Tencent and ByteDance investing in custom silicon, pressuring Nvidia’s previously dominant position.