Overview
- At an FT event in London on Nov. 5, Jensen Huang was quoted saying “China is going to win the AI race,” then hours later he said China is “nanoseconds behind America” and urged the U.S. to “race ahead.”
- Huang cited China’s subsidized energy and looser rules as advantages, contrasting them with what he described as Western overregulation and cynicism.
- The White House this week reiterated it will not allow Nvidia’s Blackwell-class processors to be sold in China, and top training chips remain blocked by U.S. controls and Chinese bans.
- Beijing’s national security review of Nvidia’s products has reduced the company’s China market share to zero as officials push buyers toward domestic suppliers.
- Huang has lobbied to ease export curbs, including a proposed revenue-sharing plan for tailored chips, while experts say Chinese chipmakers still face software and tooling gaps that could delay parity.