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4d ago

Nvidia and AMD CEOs Urge Balanced U.S. Chip Export Policies Amid China Curbs

Leaders of Nvidia and AMD warn of significant economic losses from restricted access to China's growing AI market, projected to reach $50 billion within three years.

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Nvidia's CEO Jensen Huang speaks on AI at the return of American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, D.C.

Overview

  • The U.S. Commerce Department now requires export licenses for Nvidia's H20 chips, leading Nvidia to record a $5.5 billion financial charge and AMD to forecast $1.5 billion in lost revenue this year.
  • Nvidia CEO Jensen Huang described losing access to China's AI market as a 'tremendous loss,' emphasizing its potential to generate jobs, taxes, and revenue for the U.S.
  • AMD CEO Lisa Su highlighted China's market as a 'large opportunity' and called for a balance between national security and enabling widespread adoption of U.S. technology.
  • China's AI chip market is projected to reach $50 billion within the next two to three years, as Chinese companies like Huawei ramp up domestic production of advanced chips.
  • U.S. chip export restrictions, first imposed in 2022, have steadily tightened, prompting concerns about the long-term impact on U.S. semiconductor leadership and economic interests.