Jensen Huang Highlights China asĀ a Vital MarketĀ and SignificantĀ Revenue Source
Nvidia CEO Jensen Huang is callingĀ for improvedĀ trade relationsĀ between the UnitedĀ States and China, stating thatĀ access to theĀ Chinese marketĀ is critical forĀ American competitivenessĀ in artificialĀ intelligenceĀ technology andĀ a “significantĀ source of revenue” for his company.
In an interview aired on FOX Business, Huang emphasized the importance of re-entering the Chinese market to maintain the U.S. tech sectorās global leadership. He noted that the current U.S. export restrictions have halted Nvidiaās AI chip sales to China, with zero revenue expected for the next two quarters.
Huang described the stalled access as unfortunate given China represents approximately a $50 billion AI chip market, potentially growing to $200 billion by the end of the decade.
He believes that access to China benefits both countries by supporting their ecosystems and industries, and expressed hope for a resolution that allows American companies to compete fairly in China and worldwide.
The CEOās comments come amid ongoing U.S. government export controls to limit Chinaās access to advanced AI chips, part of strategic efforts to maintain technology leadership over geopolitical competitors.
President Trump recently reaffirmed the ban on exporting Nvidiaās most advanced chips to China but suggested earlier that the topic might be discussed with Chinese President Xi Jinping, though it ultimately was not.
Huangās warnings underscore the tension between national security concerns and economic interests, pressing for trade policies that balance technological edge with revenue opportunities.
Investors reacted positively to Huangās remarks, driving Nvidiaās stock price up by over 5% in after-hours trading, signaling strong confidence in the companyās leadership navigating current trade challenges.
