NVIDIA CEO Jensen Huang visited China right after the Trump administration banned sales of H20 AI chips there. He met with Ren Hongbin from the China Council for Promoting International Trade. The trip seemed hastily arranged to show NVIDIA remains committed to Chinese markets despite new export controls.
Huang stressed his company grew alongside China over three decades, calling it a very important market. These restrictions hurt NVIDIA financially since they expected to earn about $16 billion from H20 chip sales in China alone. The AI demand across Chinese markets continues to grow rapidly, but American trade policies threaten NVIDIA's regional dominance.
DeepSeek founder Liang Wenfeng joined Huang during the visit. His company buys many NVIDIA products and helps drive demand for their AI hardware in China. NVIDIA faces limited options going forward - they must develop new chips that comply with stricter regulations. Chinese competitor Huawei reportedly created an AI system possibly more powerful than NVIDIA's top GB200 NVL72 platform, adding pressure for quick solutions.
Huang stressed his company grew alongside China over three decades, calling it a very important market. These restrictions hurt NVIDIA financially since they expected to earn about $16 billion from H20 chip sales in China alone. The AI demand across Chinese markets continues to grow rapidly, but American trade policies threaten NVIDIA's regional dominance.
DeepSeek founder Liang Wenfeng joined Huang during the visit. His company buys many NVIDIA products and helps drive demand for their AI hardware in China. NVIDIA faces limited options going forward - they must develop new chips that comply with stricter regulations. Chinese competitor Huawei reportedly created an AI system possibly more powerful than NVIDIA's top GB200 NVL72 platform, adding pressure for quick solutions.
