Nvidia CEO Jensen Huang warned that China is on track to lead in artificial intelligence, telling the Financial Times that the country is “nanoseconds behind” the U.S. and could pull ahead without a faster American push. Huang argued the U.S. should win by accelerating innovation and attracting developers globally, even as he lamented Nvidia’s limited access to China amid Beijing’s stance and U.S. export curbs. The comments come as Washington debates tighter controls on advanced AI chips—particularly Nvidia’s new Blackwell line—with President Donald Trump saying top-end processors should be reserved for U.S. customers. Nvidia has not applied for export licenses for China sales, underscoring how geopolitics and chip restrictions are reshaping the AI supply chain and market access.
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Jensen Huang
Nvidia
Blackwell (microarchitecture)
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Semiconductor industry in China
