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VISTORBELITUNG.COM,NVIDIA CEO Jensen Huang has publicly criticized U.S. export control policies, stating they have caused the company's advanced chip market share in China to plummet from 95% to virtually 0%, effectively losing one of the world's largest markets.
Speaking at a recent event, the head of the American semiconductor giant lamented the loss of the Chinese market, which he called a "mistake" that harms the U.S. more than it harms China.
"At the moment, we’re 100% out of China... We went from a 95% market share to 0%," Huang stated. "Whatever policy did that made America lose one of the world's biggest markets."
Impact of U.S. Restrictions
Market Loss: Since 2022, the U.S. government has tightened export controls, effectively barring NVIDIA from selling its most powerful AI accelerators, such as the A100 and H100 chips, to mainland Chinese enterprises.Competitor Advantage Huang has consistently argued that the exclusion of U.S. companies from China simply allows domestic rivals, such as Huawei, to step in and fill the void, accelerating their own technological development.
Scale of the Market The CEO has repeatedly stressed the importance of the Chinese market, which is the world's second-largest computer market and home to about 50% of the world's AI researchers.
NVIDIA has, at times, created less powerful chips designed specifically to comply with U.S. regulations for the Chinese market. However, even these modified products have faced regulatory hurdles and a lukewarm reception, leading Huang to state that for forecasting purposes, the company now assumes "zero for China."
The CEO expressed hope for policy adjustments, emphasizing that excluding the Chinese market is a "tremendous loss" and that it's a mistake for U.S. technology not to be utilized by a large portion of the world's AI talent.
Do you think this loss of the Chinese market for advanced chips will significantly affect NVIDIA's long-term dominance in the global AI industry?