Overview
- Huang delivered the warning on Nov. 5 in a conversation with the Financial Times on the sidelines of an event in London.
- He said roughly half of the world’s AI researchers and most leading open-source models are based in China.
- The comments follow U.S. export controls that bar Nvidia’s most advanced chips from China, with President Trump saying Blackwell should be reserved for American customers.
- Nvidia has not applied for U.S. licenses to sell Blackwell chips in China, with Huang previously citing Beijing’s stance toward the company.
- Huang has urged U.S. policymakers to expand energy supply and support developers to compete, and Nvidia’s China business is reported as a roughly $50 billion opportunity now largely out of reach.