Nvidia CEO Jensen Huang listens to a reporter’s query throughout a press convention on the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea.
Ezra Acayan | Getty Pictures Information | Getty Pictures
Nvidia CEO Jensen Huang would not purchase the nationwide safety considerations over his agency promoting its most superior semiconductors to China, claiming collaboration is in everybody’s greatest curiosity.
Talking to reporters in South Korea, Huang stated he’ll preserve campaigning for entry to the Chinese language market and is “optimistic” the nation will proceed to need U.S. chips because it positions itself as an AI chief.
“The way in which to consider the China market is, it is a singular, very important, vital, dynamic market, and no one can substitute that,” he stated.
“It is in the perfect curiosity of America to serve that China market. It is in the perfect curiosity of China to have the American know-how firm carry … know-how to the China market … It is in the perfect curiosity of each international locations, and I hope that policymakers will finally come to that conclusion.”
His feedback come amid U.S. export curbs that prohibit Chinese language companies from shopping for superior semiconductors used within the improvement of AI.
President Donald Trump stated Thursday that he had mentioned the export of Nvidia chips with Chinese language President Xi Jinping when the leaders met, however the discussions didn’t cowl essentially the most superior Blackwell graphics processing items. “I stated that is actually between [China] and Nvidia, however we’re type of the arbitrator,” Trump stated after the assembly.
When requested by CNBC’s Eunice Yoon whether or not he would really like Blackwell GPUs to be bought in China, Huang stated: “I hope so. I hope so. However that is a call for President Trump to make.”
The U.S. says its chip curbs are designed to limit each China’s “entry to the applied sciences and talent to provide superior chips” and curtail its entry to “associated computing and AI functions.”
However Huang indicated these considerations are misplaced.
“China makes loads of AI chips themselves, and the Chinese language navy absolutely have loads of entry to chips which can be created in China. So, no matter nationwide safety considerations, need to consider the truth that China has blocked H20 [an Nvidia chip] and, so, in lots of methods, China is saying that, ‘hear, we have now loads of AI know-how ourselves’,” Huang instructed CNBC’s Yoon on Friday.
“And so the nationwide safety concern, from that perspective, I believe, is absolutely answered by the truth that China would not need H20 or any American chips.”
Huang’s eagerness to have full entry to the China market is maybe unsurprising, given the dimensions of the potential market. The Nvidia CEO on Friday described the market alternative in China as “most likely $50 billion this 12 months. It is most likely, name it, a few 100 billion {dollars} by the top of the last decade.”
‘Silly to underestimate Huawei’
Chinese language telecoms large Huawei can be on the middle of tech tensions between the U.S. and China.
The federal use of Huawei merchandise is banned within the U.S. over fears they could possibly be used for spying by the Chinese language authorities, whereas U.S. companies are additionally restricted from doing enterprise with the agency. The bans got here into power underneath Trump’s first time period.
Huang stated Nvidia is “miles forward” within the chips race, however burdened, “it’s silly to underestimate the would possibly of China and the unimaginable, aggressive spirit of Huawei.”
“It is a firm with extraordinary know-how. They dominate the world’s 5G telecommunication requirements and know-how. They construct superb smartphones, they construct superb chips, they’re unimaginable at networking and so once they introduced CloudMatrix, I used to be not stunned that they had been in a position to create such an incredible factor,” Huang stated, referring to Huawei’s large-scale AI supercomputing system.
“It is deeply uninformed to suppose that Huawei cannot construct techniques. We take competitors very significantly. We respect the competitors, we respect deeply the capabilities of China. That is why we run so quick, and that is why we dedicate ourselves to inventing the longer term so we are able to get there earlier than anyone else,” he added.
— CNBC’s Eunice Yoon, Spencer Kimball and Arjun Kharpal contributed to reporting.
