- Nvidia’s China market share dropped from 95% to 0%, says CEO Jensen Huang
- Huang criticized insurance policies for aiming to harm others, not supporting domestically
- $17 billion in Chinese language income might be gone for Nvidia
Nvidia CEO Jensen Huang has revealed the corporate’s 95% market share in China has nearly vanished over the course of 2025, with Nvidia now shedding out to each different contender.
US export controls and Chinese language band on Nvidia’s chips, together with H100, A100 and now H20 GPUs, have successfully prevented Nvidia, the world’s most respected firm, from promoting any flagship tech in nice portions.
Beneath present situations, Nvidia has been rendered unable to promote GPUs in mainland China, spelling catastrophe not only for the corporate but in addition the US economic system.
Nvidia has misplaced all of its Chinese language market share
“We went from 95% market share to 0%, and so I can’t think about any policymaker considering that that’s a good suggestion, that no matter coverage we applied brought about America to lose one of many largest markets on the earth,” Huang mentioned in an interview with Citadel Securities.
The chief defined policymakers ought to think about insurance policies which might be useful to America, reasonably than these which might be “hurtful to different individuals.”
In September 2025, Nvidia had partly been granted permission by the US authorities to renew gross sales in China, nevertheless it must forfeit 15% of its income. At the moment, it got here to gentle that China’s competitions authority could be launching an investigation into Nvidia.
Nvidia additionally famous it gained $4.5 billion in fees associated to the US ban on H20 exports to China throughout the first fiscal quarter of 2026. “There have been no H20 gross sales to China-based clients within the second quarter,” Nvidia declared in a SEC submitting.
In its earlier full fiscal yr, Nvidia generated an $17 billion in income from China alone – full firm income stood at $130.5 billion, up 114% year-over-year.
Huang described China because the second-largest laptop market on the earth, including: “I believe it’s a mistake for america to not take part.”
“So hopefully we’ll proceed to clarify and inform and maintain out hope for a change in coverage,” he added.
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