金色财经|May 21, 2026 10:05
[Jensen Huang: NVIDIA Has Essentially Ceded the Chinese AI Chip Market to Huawei]
According to a report by Jinse Finance, on May 21, NVIDIA CEO Jensen Huang stated that as U.S. export restrictions continue to reshape the global AI semiconductor landscape, the company has essentially ceded the Chinese AI chip market to Huawei.
In an interview with CNBC, Huang said, 'The demand in the Chinese market is very large... Huawei is very strong. They set a record last year and are likely to perform exceptionally well in the coming year. As we have exited this market, the ecosystem of domestic Chinese chip companies has also developed quite well.'
Huang added, 'We have basically given that market to them.'
Last week, Huang joined a delegation of U.S. business leaders at the last minute to accompany U.S. President Donald Trump on a visit to China. This news has led investors and Washington hawks to speculate that NVIDIA might achieve a breakthrough in exporting AI chips to China.
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