NVIDIA

NVIDIA CEO Jensen Huang criticized U.S. AI chip export controls to China as a “failed strategy,” arguing they have spurred China’s semiconductor self-reliance while harming American firms. Speaking at COMPUTEX 2025, Huang noted Nvidia’s China market share dropped from 95% to 50% as local competitors emerged, with potential losses up to $15 billion from H20 chip restrictions. He warned Biden-era bans unintentionally accelerated China’s domestic R&D, with over half of global AI researchers now based there. The 2022 U.S. chipmaking equipment export ban drew backlash, with China condemning “unilateral bullying” harming global supply chains. Trump’s revocation of the “Intelligence Diffusion Rule” highlighted shifting market dynamics, underscoring policies that hinder innovation risk U.S. competitiveness.

NVIDIA denies plans to establish a chip design center or modify GPU blueprints in China for export compliance, asserting strict adherence to U.S. regulations. While exploring expanded corporate offices in Shanghai, the company maintains technical firewalls, balancing its 10% China-derived revenue amid tightened U.S.-China tech trade restrictions post-2023 export controls.

NVIDIA CEO Jensen Huang’s discreet Taiwan visit for semiconductor strategy talks with TSMC leaders sparked attention after the RM 27-05 Rafael Nadal flying tourbillon watch he wore became public. The carbon-composite timepiece, valued at about $929,000, features aerospace-grade shock resistance (14,000g) and ultra-light 11.5g construction as part of a limited 80-piece series developed with the tennis legend. Analysts noted parallels between RICHARD MILLE’s engineering excellence and NVIDIA’s chip design philosophy, while social media debates highlighted differing perspectives on technical aesthetics versus ostentation, citing industry data showing 56% of ultra-high-net-worth individuals favor tourbillon timepieces. The incident underlines Huang’s calculated approach to narrative control amid the 3nm chip race.