NVIDIA CEO Jensen Huang revealed news that shocked the industry in a recent interview. He said that NVIDIA’s share of China’s artificial intelligence accelerator market has dropped to zero. This statement quickly triggered extensive discussions in the global technology industry. Huang Renxun bluntly pointed out that it is extremely strategically unreasonable for a technology giant to give up such a large and complete market in China.
He believes that this decoupling behavior has had counter-effects to a large extent, and the current trade policy urgently needs to be dynamically adjusted based on reality.
From Huang Renxun’s perspective, allowing American chip companies to remain in the Chinese market is not only beneficial to the company, but also has far-reaching strategic significance. He called on policymakers to keep pace with the times, rather than respond to competition in the context of globalization through blind blockade.
This decline in market share is far faster than previously expected by analysts. Some institutions had earlier predicted that Nvidia's share of China's AI chip market may gradually drop from 66% to about 8%. However, according to Huang Renxun's latest statement, the actual rate of decline is more dramatic than expected.
Even faced with the blockade of cutting-edge AI chip and software technology, Huang Renxun still expressed respect for China's technological potential.
He believes that China is still a strong opponent that cannot be ignored in the field of cutting-edge AI model development, and this inherent innovation power will not easily stagnate due to external restrictions.
Huang Renxun finally issued a stern warning, believing that excessive threat narratives and export controls may slow down the global deployment of artificial intelligence at a macro level. In contrast, regions such as China are more actively considering artificial intelligence as a key tool to promote economic development and are fully embracing it.
He emphasized that long-term technological leadership should not depend on limiting global competitors, but should depend on ensuring that one's own ecosystem dominates the world. A leading position established by relying on barriers is fragile. Only continuous innovation and openness can maintain real industry advantages.
Currently, as Nvidia’s market share in China is cleared, local AI chip companies are facing unprecedented development opportunities. Huang Renxun's remarks are not only a helpless sigh for the current situation, but also a profound warning for the future evolution of the global technology landscape.
Before, Huang Renxun also angrily criticized the US chip export restrictions, saying bluntly that the chips are not enriched uranium, so what happened to selling them to China?