Nvidia CEO Jensen Huang spoke at the Citadel Securities Future of Global Markets 2025 conference last week, and would you believe it, most of the conversation centred around AI. However, the NV head honcho also had some comments to make on China’s role within AI development, and Nvidia’s efforts to sell its AI hardware within the country—along with some commentary on US trade policy between the two.
“It’s important to be mindful that what harms China could oftentimes also harm America, and even worse,” said Huang (via Wccftech). “And so before we leap towards policies that are hurtful to other people, take a step back and maybe reflect on what are the policies that are helpful to America.”
“China has about 50% of the world’s AI researchers, incredible schools, incredible focus in AI, lots of passion around AI. And I think it’s a mistake to not have those researchers build AI on American technology,” he continued.
“We are 100% out of China… we went from 95% market share to 0%, and so I can’t imagine any policy maker thinking that’s a good idea, that whatever policy we implemented caused America to lose one of the largest markets in the world.”
Certainly, Nvidia looks to have found itself at the centre of trade frictions between the two countries. While pre-existing US AI chip export bans to China appeared to be loosening earlier this year, in the form of Nvidia’s US government-approved licenses to sell its H20 AI GPUs in the country, progress has since appeared to stall, as the two countries engage in a protracted trade dispute.
