Nvidia’s Jensen Huang laments report that China has barred the company’s AI processors

Nvidia Chief Executive Jensen Huang said he is disappointed by a report that Chinese regulators have directed major tech firms to avoid the company’s AI chips, underscoring a deepening split in the global semiconductor market. The Financial Times reported that the Cyberspace Administration of China told companies including ByteDance and Alibaba not to purchase Nvidia’s China-tailored RTX Pro 6000D. Huang, speaking in London, said Nvidia has stopped guiding analysts to include China in forecasts, citing policy uncertainty, and added that broader U.S.-China tensions are driving decisions beyond the company’s control. The remarks follow years of shifting U.S. export curbs on advanced AI semiconductors and an August agreement under which Nvidia would receive export licenses in exchange for allocating a portion of H20 chip sales in China to the U.S. government. China’s market regulator has also opened an antitrust probe tied to Nvidia’s Mellanox acquisition, further clouding prospects in the country. Separately, Nvidia announced £11 billion in U.K. AI infrastructure investments, alongside fresh commitments from other U.S. tech firms, as it presses ahead with expansion outside China.

Read more