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Nvidia Writes Off China AI Chip Sales After Market Share Plunges to Zero

Huang says Nvidia now models zero China sales following export controls, with local directives pushing buyers toward homegrown chips.

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Jensen Huang in Tokyo on Oct. 3.
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Jensen Huang is interviewed at a Citadel Securities event.

Overview

  • Speaking at Citadel Securities’ event, Jensen Huang said Nvidia is “100% out of China,” noting a drop from roughly 95% market share to 0% in advanced AI accelerators.
  • In updated guidance, Huang said all company forecasts assume no revenue from China and that any future sales there would be a bonus.
  • U.S. rules since 2022 have blocked high-end A100, H100 and H200 shipments; China-only A800 and H800 parts were later deemed noncompliant, and the H20 has faced licensing and security scrutiny.
  • The Financial Times reported China’s internet regulator told firms including ByteDance and Alibaba to stop testing or ordering Nvidia hardware such as the RTX Pro 6000D server.
  • China previously accounted for roughly 20% to 25% of Nvidia’s data center revenue, while domestic suppliers like Huawei and Cambricon are expanding alternatives that could hinder any return.