Episode 43: Jensen Huang on Generative Computing, Re-industrialization, & Physical AI - YouTube Watch On "We have now dropped to zero." So, says Nvidia CEO Jensen Huang of the company's market share in China's AI hardware market. …
… For a start, Huang has repeatedly bemoaned the company's dwindling market share , saying earlier this month that as far as China's AI hardware market is concerned, Nvidia has " now dropped to zero ." This is largely due to tense trade relations between China and the US, with the export of AI chips … …
… As China aims to become more independent regarding its hardware , Trump is hoping to open it up to American trade. After reports suggested Nvidia CEO Jensen Huang's invitation to China was lost in the mail, Trump took to Truth Social to set the record straight. …
… Though, the company says its share in China is "zero" today . And, in turn, exporting some AI chips would be beneficial to the US too, as it can claim taxes on that tech. But all parties seem to be aware that China cannot over-rely on American AI technology. …
As a manufacturing hub, China sees plenty of unique hardware projects—like this gaming Megazord . …
… Both countries have banned the product at different times, with the US wanting America to be dominant in the AI race and China wanting its AI to be less reliant on foreign goods. …
According to reports, an Nvidia employee has been detained in Taiwan over claims of alleged AI chip smuggling into China. The employee is identified only by their last name, 'Chang.' On Tuesday, local investigators searched both Chang's residence as well as their desk in Nvidia's Taipei office. …
… The chip contains no support for hardware ray tracing or matrix units with which to accelerate AI upscaling, but it was able to run modern games with nary a hiccup, which is a considerable improvement over China's other home-grown gaming GPU, the Moore Threads MTT S80 . …
… However, a source on Board Channels reports that add-in-card AIC partners in China have been warned of a 2,000 RMB or $300 price increase. …
… Open models out of China, like DeepSeek, became a problem for American AI firms at the start of last year. They exploded onto the scene, offering similar services to the likes of OpenAI, but totally free and available locally. …