NVIDIA loses Chinese market - US restrictions are to blame
NVIDIA CEO Jensen Huang spoke sharply about the company's position in China. According to him, due to US export restrictions, NVIDIA's share in the country's AI hardware segment has fallen to almost zero.
Speaking on the Special Competitive Studies Project podcast, Huang stated that blocking shipments of advanced GPUs "backfired." He believes that abandoning such a large market makes no strategic sense, and policy should adapt more quickly to changes in technology.
The head of the company compared the AI boom to a new industrial revolution and urged US authorities to "export technology like crazy." In his opinion, active supplies of American technologies abroad would create a significant trade surplus.
Huang warns: the US, previously a leader in technological change, risks falling behind due to excessive protectionism, which weakens its own companies in the global market.
He also described the AI industry as a "layered cake" of five levels: energy, chips, data centers, models, and applications. According to him, the US already has problems at some stages, especially in the field of energy production for data centers.
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