Nvidia CEO Jensen Huang listens to a reporter’s query throughout a press convention on the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea.
Ezra Acayan | Getty Photos Information | Getty Photos
Nvidia CEO Jensen Huang does not purchase the nationwide safety considerations over his agency promoting its most superior semiconductors to China, claiming collaboration is in everybody’s finest curiosity.
Talking to reporters in South Korea, Huang mentioned he’ll preserve campaigning for entry to the Chinese language market and is “optimistic” the nation will proceed to need U.S. chips because it positions itself as an AI chief.
“The way in which to consider the China market is, it is a singular, important, vital, dynamic market, and no one can change that,” he mentioned.
“It is in the perfect curiosity of America to serve that China market. It is in the perfect curiosity of China to have the American know-how firm carry … know-how to the China market … It is in the perfect curiosity of each nations, and I hope that policymakers will in the end come to that conclusion.”
His feedback come amid U.S. export curbs that prohibit Chinese language corporations from shopping for superior semiconductors used within the improvement of AI.
President Donald Trump mentioned Thursday that he had mentioned the export of Nvidia chips with Chinese language President Xi Jinping when the leaders met, however the discussions didn’t cowl probably the most superior Blackwell graphics processing items. “I mentioned that is actually between [China] and Nvidia, however we’re form of the arbitrator,” Trump mentioned after the assembly.
When requested by CNBC’s Eunice Yoon whether or not he would really like Blackwell GPUs to be offered in China, Huang mentioned: “I hope so. I hope so. However that is a choice for President Trump to make.”
The U.S. says its chip curbs are designed to limit each China’s “entry to the applied sciences and skill to provide superior chips” and curtail its entry to “associated computing and AI purposes.”
However Huang indicated these considerations are misplaced.
“China makes loads of AI chips themselves, and the Chinese language navy certainly have loads of entry to chips which can be created in China. So, no matter nationwide safety considerations, should consider the truth that China has blocked H20 [an Nvidia chip] and, so, in a variety of methods, China is saying that, ‘pay attention, we have now loads of AI know-how ourselves’,” Huang informed CNBC’s Yoon on Friday.
“And so the nationwide safety concern, from that perspective, I feel, is absolutely answered by the truth that China does not need H20 or any American chips.”
Huang’s eagerness to have full entry to the China market is maybe unsurprising, given the scale of the potential market. The Nvidia CEO on Friday described the market alternative in China as “in all probability $50 billion this yr. It is in all probability, name it, a few 100 billion {dollars} by the top of the last decade.”
‘Silly to underestimate Huawei’
Chinese language telecoms big Huawei can be on the heart of tech tensions between the U.S. and China.
The federal use of Huawei merchandise is banned within the U.S. over fears they may very well be used for spying by the Chinese language authorities, whereas U.S. corporations are additionally restricted from doing enterprise with the agency. The bans got here into drive beneath Trump’s first time period.
Huang mentioned Nvidia is “miles forward” within the chips race, however burdened, “it’s silly to underestimate the may of China and the unbelievable, aggressive spirit of Huawei.”
“This can be a firm with extraordinary know-how. They dominate the world’s 5G telecommunication requirements and know-how. They construct superb smartphones, they construct superb chips, they’re unbelievable at networking and so after they introduced CloudMatrix, I used to be not shocked that they had been capable of create such an incredible factor,” Huang mentioned, referring to Huawei’s large-scale AI supercomputing system.
“It is deeply uninformed to assume that Huawei cannot construct programs. We take competitors very severely. We respect the competitors, we respect deeply the capabilities of China. That is why we run so quick, and that is why we dedicate ourselves to inventing the long run so we are able to get there earlier than anyone else,” he added.
— CNBC’s Eunice Yoon, Spencer Kimball and Arjun Kharpal contributed to reporting.
