Nvidia’s China AI Business Collapses to Zero, CEO Jensen Huang Says, Warns U.S. Curbs Are Backfiring - Tekedia

Nvidia CEO Jensen Huang said the company’s China AI accelerator market share has fallen to zero.

U.S. export controls blocked sales of Nvidia’s advanced chips, sharply damaging its China business.

Although some H20 shipments were later allowed, Chinese regulators raised security concerns and slowed any rebound.

The setback highlights how U.S.-China chip restrictions are reshaping the AI supply chain and boosting domestic rivals like Huawei and Cambricon.