Jensen Huang Says Nvidia's Market Share In China Dropped To 50% From 95%, US GPU Export Bans "A Failure"

Reuters05-21

TAIPEI, May 21 (Reuters) - U.S. export controls on artificial intelligence chips to China were "a failure", Nvidia NVDA.O Chief Executive Jensen Huang said on Wednesday.

"All in all, the export control was a failure," Huang said adding, "The fundamental assumptions that led to the AI diffusion rule in the beginning, in the first place, has been proven to be fundamentally flawed."

The U.S. block on sales of advanced AI chips to China has forced companies there to buy semiconductors from Chinese designers such as Huawei, while also spurring China to invest aggressively to develop a supply chain that doesn't rely on manufacturers outside the country.

Huang's comments came after China on Monday urged the United States to "immediately correct its wrongdoings" and stop "discriminatory" measures following the U.S. guidance warning companies not to use advanced computer chips from China, including Huawei's Ascend AI chips.

The U.S. action seriously undermined consensus reached at the high-level bilateral trade talks in Geneva, a statement from China's commerce ministry said, vowing resolute measures if the U.S. continues to "substantially" harm China's interests.

Huang, speaking at the annual Computex event in Taipei, said Nvidia's market share in China dropped to 50% from 95% at the start of former U.S. President Joe Biden's administration.

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Comments

  • a4xrbj1
    05-21
    a4xrbj1
    Fcuked by Trump
  • setia100
    05-21
    setia100
    Don't worry be happy. Saudi can make you happy happy n no worries. Saudi will replace China as Nvidia chips market. Saudis wish Jensen can turn their dreams into reality 😂😂😂
  • kibkibkib
    05-21
    kibkibkib
    They basically could just replicate Huawei Chips and make it 110% (alittle better). Just do what the Chinese does better by copying and follow the pace not lead. [Miser]  [Miser]  They won't be modifying Hopper chips for the Chinese market anymore. More likely to release a separate product line so that US Gov will pass it.
  • ZhongRenChun
    05-21
    ZhongRenChun
    Nvidia should make their chips inside China to bypass export controls. Nvidia could use SMIC process.  Nvidia could also enter a JV with Moores threads, and sell the Nvidia chips under Moores threads brand name (not Nvidia).
    • badumdum: 
      And you think NVDA will get away with the US G for it? lol
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