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Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

… Once Nvidia ramps up production of its next-generation Rubin GPUs using TSMC's N3 process technology, the Taiwan-based foundry will be able to allocate more N4/N5 capacity to Hopper GPUs. It's possible to speculate that Nvidia will likely resume shipments of Hopper accelerators to China. …

May 5, 2026 · Anton Shilov
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2 sources covering this — show 1 more