NVIDIA CEO Jen-Hsun Huang said in a recent interview that even if the United States allows NVIDIA to sell AI GPU chips to China, he is not sure whether the Chinese government will still allow Chinese companies to purchase them. Huang expressed these concerns to reporters after meeting with Trump, during which the two sides discussed issues related to chip export controls.
There have been recent rumors that the U.S. government may allow NVIDIA to export its previous-generation H200 GPU to China, especially after Congress rejected the GAIN AI Act, which originally required NVIDIA to give priority to U.S. companies.
When asked by a reporter whether NVIDIA could sell H200 GPU chips in China,Huang Renxun said frankly: "We don't know, we have no clue."
"We cannot sell performance-castrated versions of chips to China, and Chinese companies will not accept them."
If the United States finally allows NVIDIA to legally export a full version of the H200 to China, it will be a major victory for NVIDIA.
However, this by no means means a change in the United States' position, becauseThe United States has publicly claimed many times that advanced products like Blackwell can only be sold to China when they are three or four generations behind.
The previous President Biden banned NVIDIA from exporting H200 GPUs to China on the grounds of national security. Later, a castrated version of H20 was introduced, but it was also banned in April this year and was lifted three months later.
However, there are reports that China has asked technology companies not to continue to purchase H20, and that state-owned data centers are not allowed to use foreign AI chips.
Since then, the U.S. export ban has been expanded to include RTX PRO 6000D, a workstation chip customized for China.
Huang Renxun said that due to these measures, NVIDIA AI GPU’s market share in China plummeted from 95% to almost zero in just a few years.