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Jensen Huang says China is ‘nanoseconds behind’ the US in chipmaking, calls for reducing US export restrictions on Nvidia's AI chips
As Chinese firms scale and U.S. export rules tighten, Nvidia is fighting to keep a foothold in China.
Speaking on the BG2 podcast, Huang argued that allowing companies like Nvidia to sell into China would serve American interests by spreading U.S. technology and extending its geopolitical influence. The Commerce Department is understood to have begun issuing licenses for the H20 in August, and Nvidia is already working on a successor chip designed to comply with current restrictions while offering better performance. These systems are CUDA-free by design and optimized for Chinese-built software stacks, a shift that puts real pressure on Nvidia’s dominance, which, according to Huang, previously held a 95% market share in China.
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