Overview

• Nvidia CEO Jensen Huang said the company’s China advanced AI accelerator share has collapsed to 0% and that current forecasts assume no revenue from the country.
• U.S. restrictions since 2022 have barred sales of high‑end data‑center GPUs such as the A100, H100, and H200, while China‑oriented A800 and H800 parts were later deemed noncompliant.
• Reports say China’s internet regulator told domestic firms, including ByteDance and Alibaba, to stop buying or testing Nvidia hardware, further limiting access to the market.
• Nvidia’s H20 chip, designed to meet U.S. rules for China, faced a security review in China and clients were advised to avoid it, curbing adoption.
• China accounted for roughly 20%–25% of Nvidia’s data‑center revenue previously, and local competitors like Huawei and Cambricon are expanding offerings that make re‑entry harder.