… To remain competitive in China, Nvidia will need to release other products including Blackwell and Rubin generation chips "in time," Huang said, adding U.S. regulation also needs to evolve if Washington wants American technologies to stay globally competitive. - Nikkei Asia We do know that after th… …
Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned the lion's share of China's AI accelerator market just two years ago . …
… According to Huang, Nvidia’s decline in China is directly tied to these regulatory measures, which limit the export of high-performance GPUs used in AI workloads. …
… These data centers scale on older chips, which China is able to export because it can serve its domestic market with a combination of US chips purchased with an export license, smuggled into China, or remotely accessed in overseas data centers. …
… Go deeper with TH Premium: Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's new AI accelerator export rules U.S. government plans tariff exemptions for TSMC Nvidia wants China's market share to secure the future of CUDA in the region “If… …
… Nvidia is the chipmaker for most AI companies in North America and Europe, but a United States export ban has prevented the company from achieving a similar presence in China. …
… An Nvidia spokesperson said in a statement, "Smuggling is a nonstarter," before adding, "We primarily sell our products to well-known partners, including original equipment manufacturers , who help us ensure that all sales comply with US export control rules." The spokesperson went on to say, "Even… …
… In April 2025, China restricted rare earth exports to retaliate against U.S. tariffs. Shipments began to recover after agreements were reached between China and the U.S. and Europe later in the year. …
… There is competition, and it not only comes from companies but from countries , and the US government has placed a series of export controls to limit China’s rising compute. …
… China is finding creative ways to bypass US export controls, and SMIC now enjoys a virtual monopoly within the country Meanwhile, the US export controls are translating into good business for China's SMIC, which is the Asian giant's only 7nm-class foundry, replete with a utilization rate of 93.7 pe… …