Jensen Huang tests a path back into China for Nvidia
Update: 2025-10-29
Description
Nvidia faces a significant challenge as it's barred from the Chinese market due to U.S. export restrictions and Beijing's policies, leading to a potential loss of up to $15 billion in annual sales and a decline in American AI innovation. The company's CEO, Jensen Huang, warns of the risk of losing out on Chinese AI talent and driving innovation elsewhere. Meanwhile, Chinese startups are thriving, and state-backed supercomputers are now fully on homegrown technology. Nvidia is exploring creative solutions, such as giving a portion of future China-related chip revenues to the U.S. government, while keeping quiet about any plans to meet Chinese officials or negotiate more sales in China. The situation raises questions about the legality of Washington profiting from companies it regulates and highlights the global stakes in the AI race.
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