Nvidia CEO Jensen Huang has a 'complaint', says: China has made it very clear, they don't want ...

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 China has made it very clear, they don't want ...

Nvidia CEO Jensen Huang (AP Photo/Manuel Balce Ceneta)

Nvidia CEO Jensen Huang came to Washington with a message for the Donald Trump administration. Speaking at he first Nvidia developers' conference, Nvidia CEO cautioned the US government that America cannot win the AI battle if the world, if China fully excludes Nvidia from its vast developer ecosystem.

Highlighting Beijing's effective shutdown of Nvidia's operations in the world's second-largest economy, Huang urged US policymakers to reconsider restrictions that could result in Nvidia cede half the planet's AI talent to domestic rivals.

China has shut Nvidia out

"They've made it very clear that they don't want Nvidia to be there right now," Huang said at a news conference during the GTC event, revealing that Nvidia has not even applied for U.S.

export licenses for its latest chips to China due to the hostile stance from Beijing. "I hope that will change in the future because I think China is a very important market." He argued that a policy isolating America from China's developers "hurts us more" in the long term, potentially squandering Nvidia's role in powering global AI infrastructure.This is not the first time that Jensen Huang has spoken about the company's falling market share in China.

Despite the Chinese blockade -- exacerbated by the US export controls that have changed under successive US administrations -- Nvidia reported $500 billion in bookings for advanced chips and announced seven new supercomputers for the U.S. Department of Energy (DOE). The largest, built with Oracle and featuring 100,000 Blackwell chips, will support nuclear weapons maintenance, fusion energy research, and other national priorities.

Nvidia CEO praises Donald Trump

Huang credited Trump's "America First" policies with revitalizing U.S. manufacturing, noting Nvidia's chip production in Arizona via TSMC, server assembly in Texas, and networking gear in California. "Putting the weight of the nation behind pro-energy growth completely changed the game," he said, thanking Trump directly.The DOE deals underscore Nvidia's pivot to fortified US ties amid China's rejection.

Analyst Blake Anderson of Carson Group estimated one supercomputer, "Solstice," could involve $3–4 billion in Nvidia chips alone, though federal discounts may apply from the standard $30,000–$40,000 per Blackwell unit. Huang balanced praise for President Trump who is touring Asia ahead of a Thursday meeting with Chinese President Xi Jinping, where Nvidia's chips may feature prominently -- with pleas for market access.

Trump initially tightened export bans on China-specific AI chips in his second term but reversed in July. Huang has long contended that barring Nvidia from ~$50 billion in annual Chinese sales hampers U.S. R&D funding, even as Chinese developers reportedly still prefer Nvidia over mandated Huawei alternatives.Beyond government wins, Huang unveiled expansions to offset China losses: A $1 billion investment for 2.9% stake in Nokia, plus the "Arc" product line to boost 6G base station efficiency for millions of global sites.

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