NVIDIA

Nvidia CEO Jensen Huang, despite the company’s $4 trillion market cap, feels constant pressure, stating Nvidia is “30 days from going out of business.” He attributes this to the rapid pace of technological obsolescence in the chip and AI industries. Nvidia faced near-bankruptcy twice: once due to the Dreamcast chipset failure and again from a graphics card design flaw leading to recalls. Huang’s commitment to innovation fuels his drive to guide Nvidia far into the future.

In a CCTV News interview, Nvidia CEO Jensen Huang lauded China’s technological innovation and vitality, emphasizing Nvidia’s 30-year commitment to the market. Huang highlighted companies like DeepSeek, utilizing the H20 chip for AI innovation, and Xiaomi’s advancements in electric vehicles. While avoiding direct answers regarding advanced chip supply under potential limitations, he noted that constraints can foster innovation, referencing Alibaba and DeepSeek’s achievements. He acknowledged China’s impressive development speed in the EV sector.

NVIDIA’s Jensen Huang praised China’s AI advancements, highlighting his long-standing collaboration with Xiaomi CEO Lei Jun. Their partnership spans smartphones, AI, and autonomous driving. Huang admires China’s innovative engineers and vast consumer base. During a recent meeting, Lei Jun showcased Xiaomi’s SU7 Ultra electric vehicle, prompting Huang to commend its technology and design, expressing his desire to purchase one despite its unavailability in the US. Their decade-long collaboration started when NVIDIA was less established.

Zhou Hongyi, chairman of 360 Group, views Nvidia’s H20 chip for China as a sign of ongoing US-China AI competition. Despite Nvidia’s 30-year lead, Zhou and Nvidia CEO Jensen Huang acknowledge Huawei’s remarkable progress in GPU development. Huang highlights Nvidia’s AI ecosystem investments, while Huawei’s Ren Zhengfei emphasizes using methods like stacking and clustering to compensate for single-chip limitations, focusing on mid-to-low-end chips and software advancements.

Nvidia CEO Jensen Huang met with China’s Minister of Commerce Wang Wentao, signaling Nvidia’s continued commitment to the Chinese market despite geopolitical tensions. Wang affirmed China’s openness to foreign investment and encouraged Nvidia to provide reliable products. Huang emphasized the attractiveness of the Chinese market and Nvidia’s intent to deepen AI cooperation. The meeting highlights Nvidia’s balancing act between US restrictions and China’s commercial potential. Huang has stressed the importance of the Chinese market and existing fruitful relationships.

Nvidia CEO Jensen Huang visited China, praising its AI development and hinting at a shift in Nvidia’s strategy amid US chip restrictions. While downplaying GPU criticality, Nvidia aims to promote its new China-specific B30 chip and robotic technologies. Huang’s remarks suggest a willingness to tolerate CUDA compatibility from competitors, reflecting concerns about losing market share to domestic AI chip makers like Huawei and Cambricon, and a desire to maintain influence through its CUDA ecosystem, even with potential hardware revenue losses.

NVIDIA’s H20 series AI chips have U.S. approval for reintroduction to China alongside a new RTX Pro GPU for the Chinese market. Morgan Stanley sees this as a positive catalyst for BAT, anticipating increased capital expenditure for AI, cloud services, and e-commerce enhancements. Chinese firms like Tencent and ByteDance are placing orders, requiring U.S. government approval. The move aims to counter Huawei’s dominance in the Chinese market by providing an alternative, potentially limiting Huawei’s global competitiveness despite its technological advancements.

During a visit to China, Nvidia CEO Jensen Huang praised Xiaomi’s hardware and technology, expressing a desire to own their car, while also acknowledging Huawei’s strong engineering and cloud capabilities. He highlighted China’s advancements in AI, particularly the breakthroughs by companies like DeepSeek and their open-source inference model. He also mentioned Apple’s AI capabilities and his preference for Pixel phones’ pure Android experience.

NVIDIA CEO Jensen Huang addressed the China International Supply Chain Expo in Mandarin, marking his first public speech in the language. He discussed NVIDIA’s history, its pivotal role in AI development through GPUs and accelerated computing, and its partnerships with Chinese companies. Huang highlighted the transformative impact of AI, particularly in China, across various industries and its contribution to open-source models. He emphasized AI’s role as future infrastructure, driving a new industrial revolution and growth opportunities for China’s supply chain. He also switched from a Tang suit to his signature leather jacket during the event.

At the Chain Expo in Beijing, Nvidia CEO Jensen Huang replaced his signature leather jacket with a traditional Tang suit, a move seen as a gesture of respect for the Chinese market. This follows Huang’s earlier appearance in his trademark jacket despite the heat. Huang is in China for Nvidia’s debut at the Expo, where he will deliver his first public speech in Mandarin. This coincides with the U.S. government authorizing the export of Nvidia’s H20 chip to China, enabling the company to resume sales in the region.