Tech Desk
18 October 2025, 09:14 PM IST
Nvidia CEO Jensen Huang laments losing China AI chip market: ‘Our share has fallen to zero from 95%’
Nvidia’s once-dominant presence in China’s high-performance AI chip sector has vanished entirely, with the company’s market share plunging from 95% to zero amid sweeping US export controls.
The company’s CEO, Jensen Huang, disclosed the decline during a Citadel Securities event in New York earlier this month, highlighting how Washington’s restrictions have locked Nvidia out of one of its most significant markets.
Huang said that since the US imposed chip export curbs in 2022, Nvidia has been unable to sell its flagship A100, H100, and H200 chips to Chinese companies. “We will continue to explain and inform and hold on to hope for a change in policy,” he said, emphasising that the ban harms not only Nvidia but both economies. “What harms China could oftentimes also harm America, and even worse,” he added, noting that nearly half of the world’s AI researchers are based in China.
While the US government has allowed Nvidia to produce a scaled-down H20 chip for the Chinese market, Huang said the company continues to face barriers. Chinese regulators have reportedly launched a security probe into the H20, while local firms have been instructed to avoid the product.
The restrictions have accelerated China’s push for semiconductor self-sufficiency, boosting domestic rivals such as Huawei Technologies. Huawei has made rapid progress in AI chip development, employing advanced manufacturing techniques and alternative processing methods to fill the void left by Nvidia’s exit.
Industry analysts warn that Nvidia’s exclusion could reshape the global AI ecosystem, as China’s state-backed innovation efforts gain momentum. “It’s a mistake not to have those researchers build AI on American technology,” Huang cautioned, arguing that isolation undermines US leadership in artificial intelligence.
Recent reports also indicate that China’s Cyberspace Administration has banned tech companies, including Alibaba and ByteDance, from buying or testing Nvidia’s locally adapted RTX Pro 6000D servers, further eroding Nvidia’s position.
As the global AI chip race intensifies, Huang’s remarks underline a growing rift between technological innovation and geopolitical strategy, with both China and the US seeking to dominate the next era of artificial intelligence.
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