Nvidia concedes China’s AI chip market to Huawei, says CEO Jensen Huang
Nvidia's CEO Jensen Huang has acknowledged that the company has largely conceded the AI chip market in China to Huawei. This shift is attributed to US export controls that have restricted Nvidia's access to the Chinese market, which previously accounted for a significant portion of its revenue. As a result, Huawei is rapidly consolidating its position in the Chinese AI infrastructure sector.
- ▪Nvidia's CEO stated the company is largely shut out of China's AI chip market.
- ▪US export controls have significantly impacted Nvidia's ability to operate in China.
- ▪Huawei is filling the gap left by Nvidia in the Chinese AI infrastructure market.
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Nvidia concedes China’s AI chip market to Huawei, says CEO Jensen Huang US export controls have effectively handed Huawei a monopoly on China's booming AI chip demand, with Nvidia's CEO acknowledging the company is 'largely shut out' of a market that once drove 20% of its data center revenue. Share Add us on Google by Editorial Team May. 21, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Jensen Huang said the quiet part out loud.
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