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 does not purchase the nationwide safety issues over his agency promoting its most superior semiconductors to China, claiming collaboration is in everybody’s finest curiosity.
Chatting with reporters in South Korea, Huang stated he’ll hold 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 best way to consider the China market is, it is a singular, important, vital, dynamic market, and no person can substitute that,” he stated.
“It is in the most effective curiosity of America to serve that China market. It is in the most effective curiosity of China to have the American expertise firm carry … expertise to the China market … It is in the most effective curiosity of each nations, and I hope that policymakers will in the end 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 probably the most superior Blackwell graphics processing models. “I stated that is actually between [China] and Nvidia, however we’re form of the arbitrator,” Trump stated after the assembly.
When requested by CNBC’s Eunice Yoon whether or not he would love Blackwell GPUs to be offered in China, Huang stated: “I hope so. I hope so. However that is a choice 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 issues are misplaced.
“China makes loads of AI chips themselves, and the Chinese language army certainly have loads of entry to chips which are created in China. So, no matter nationwide safety issues, should consider the truth that China has blocked H20 [an Nvidia chip] and, so, in a variety of methods, China is saying that, ‘hear, we’ve loads of AI expertise ourselves’,” Huang advised CNBC’s Yoon on Friday.
“And so the nationwide safety concern, from that perspective, I feel, is actually answered by the truth that China does not need H20 or any American chips.”
Huang’s eagerness to have full entry to the China market is probably unsurprising, given the dimensions of the potential market. The Nvidia CEO on Friday described the market alternative in China as “in all probability $50 billion this yr. It is in all probability, name it, a few 100 billion {dollars} by the tip of the last decade.”
‘Silly to underestimate Huawei’
Chinese language telecoms big Huawei can also 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 may very well 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 pressure below Trump’s first time period.
Huang stated Nvidia is “miles forward” within the chips race, however harassed, “it’s silly to underestimate the may of China and the unimaginable, aggressive spirit of Huawei.”
“This can be a firm with extraordinary expertise. They dominate the world’s 5G telecommunication requirements and expertise. They construct superb smartphones, they construct superb chips, they’re unimaginable at networking and so after they introduced CloudMatrix, I used to be not stunned that they have been capable of create such a tremendous factor,” Huang stated, referring to Huawei’s large-scale AI supercomputing system.
“It is deeply uninformed to assume 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 long run 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.
