Nvidia has some limited options that it is exploring to continue to serve the Chinese market, said the company’s CEO Jensen Huang in a conversation with analysts on Wednesday, 28, after the company’s quarterly results.
“The key is to understand the limits and see if we can create interesting products that can continue to serve the Chinese market,” he said. “We have nothing at the moment, but we are thinking about it.” Huang notes that barriers are quite strict today, adding that the company will contact Donald Trump’s government to discuss options when ready.
Huang wants popular artificial intelligence (AI) models to be trained and optimized on US platforms. When this occurs, “drives use, feedback and continuous improvement, reinforcing US leadership throughout the pile,” he said.
As a result, the NVIDIA CEO expects US platforms to continue to be the favorite for open source AI. “This means supporting collaboration with major developers worldwide, including China,” he emphasized. “The US gets when models like DeepSek can work better on American infrastructure.”
Trump’s current policy is based on the idea that China cannot manufacture its own AI chips, an assumption that Huang notes has always been questionable, but is now clearly wrong. “The question is not whether China will have AI. The question is whether one of the largest AI markets in the world will be executed on American platforms,” he added.
