Amid 'Jensanity', Nvidia Signals Plans to Keep AI Crown

Amid 'Jensanity', Nvidia signals plans to keep AI crown

U.S. restrictions on high-tech exports have seen Nvidia lose market share in China as it withdraws chips and designs inferior alternatives compliant with evolving U.S. policy.

Nvidia CEO's 2025 concern: Huawei emerges as potential top competitor

In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip exports to China actually accelerates the rapid rise of domestic chipmakers like Huawei. At Computex 2025, Huang told global media that Nvidia's market share in China has sharply declined, which will drive Chinese customers to support local chip companies such as Huaw…

News extracted from HD Technology. Visit www.hd-tecnologia.com for the latest developments. New export restrictions imposed by the US government are having a profound impact on the NVIDIA business, especially in China, one of its largest markets for artificial intelligence solutions. Recent reports indicate that the company’s participation in the Chinese market has fallen to 50%, opening up space for new players like Huawei, which is already beg…

US export restrictions to China are set to cost Nvidia US$15b in sales

https://www.heise.de/en/news/Jensen-Huan...89765.html

The American sanctions boomerang has returned at full speed and NVIDIA is picking up.

The U.S. has been trying to contain China’s technological advance in Artificial Intelligence by blocking AI’s access to GPU, but according to Jensen Huang, CEO of NVIDIA, that strategy has not only failed, but could turn against it. In a hairless tone in the language, Huang has made it clear that excluding U.S. companies from the Chinese market is eroding its global competitiveness. Meanwhile, technical innovation, especially around chipsets and…