{"id":233523,"date":"2025-10-18T08:54:12","date_gmt":"2025-10-18T08:54:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/233523\/"},"modified":"2025-10-18T08:54:12","modified_gmt":"2025-10-18T08:54:12","slug":"our-market-share-dropped-from-95-to-0-says-nvidia-ceo-jensen-huang-in-a-temporary-goodbye-to-chinas-ai-market","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/233523\/","title":{"rendered":"\u201cOur Market Share Dropped From 95% to 0%,\u201d Says NVIDIA CEO Jensen Huang in a \u2018Temporary Goodbye\u2019 to China\u2019s AI Market"},"content":{"rendered":"<p>NVIDIA&#8217;s CEO Jensen Huang has commented on the firm&#8217;s &#8216;desperate&#8217; position in China, claiming that its market share has now plunged to 0%.<\/p>\n<p>NVIDIA Currently Has No Solution To Offer To China, Putting Them In a Really Tough Position <\/p>\n<p>The situation for Jensen &amp; Co. in Beijing hasn&#8217;t been optimal at all, especially in recent weeks, when China is pursuing a complete shift to a domestic AI tech stack, pivoting away from NVIDIA&#8217;s options. It has now come to a point where NVIDIA doesn&#8217;t have any AI solution to offer to Chinese tech giants, which is why, at the Citadel Securities Future Of Global Markets 2025, Jensen Huang claims that his company&#8217;s share in China has dropped to 0%, claiming that America has lost one of the largest AI markets in the world.<\/p>\n<p>At the moment, we are 100% out of China, and so China is 0%. We went from a 95% market share to 0%, and so I can&#8217;t imagine any policymaker thinking this is a good idea. In all our forecasts, we assume zero for China. If anything happens in China, it will be a bonus.<\/p>\n<p>There&#8217;s no doubt that NVIDIA&#8217;s presence in China&#8217;s AI market has dropped dramatically, partly due to geopolitical tensions between the two global superpowers. However, this isn&#8217;t the only concerning aspect for Team Green, as the increasing competition from companies like Huawei and Cambricon means that NVIDIA&#8217;s re-entry into the region will become significantly more challenging. Huawei has already announced plans to <a href=\"https:\/\/wccftech.com\/huawei-unveils-its-next-gen-atlas-950-atlas-960-superpod-ai-servers\/\" rel=\"nofollow noopener\" target=\"_blank\">compete with the Vera Rubin<\/a> rack-scale lineup through an <a href=\"https:\/\/wccftech.com\/huawei-showcases-its-highly-competitive-ai-chip-roadmap\/\" rel=\"nofollow noopener\" target=\"_blank\">advanced AI chip roadmap<\/a>, indicating that competition is intensifying.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"728\" height=\"385\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2025\/10\/NVIDIA-H20-Hopper-AI-GPU-For-China-728x385.jpg\" alt=\"NVIDIA's H20 AI Accelerators Might Face The Next &quot;US Ban&quot;, Team Green Stops Taking New Orders In China 1\" class=\"wp-image-1529245\" style=\"width:840px;height:auto\"  \/>Image Credits: WCCFtech<\/p>\n<p>For now, NVIDIA&#8217;s plans for China are uncertain, as they await regulatory approval from both sides. Jensen has expressed in the past that the next solution for Beijing <a href=\"https:\/\/wccftech.com\/nvidias-ceo-reveals-next-chip-for-china-will-likely-be-a-blackwell-model-says-h20-cannot-be-modified-anymore\/\" rel=\"nofollow noopener\" target=\"_blank\">will be a Blackwell-based chip<\/a>, likely the B40. However, the primary constraint remains that the Trump administration won&#8217;t allow a powerful solution to flow into a hostile nation. This narrows down NVIDIA&#8217;s options to the point where the firm is limited to Hopper and below generations, and that won&#8217;t do much to cater to the rivalry the company sees.<\/p>\n<p>\t\t\t\t\t<a id=\"bizdev_mobile_3_link\" target=\"_blank\" class=\"noskim d-md-none\" href=\"\" rel=\"sponsored\"><br \/>\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" id=\"bizdev_mobile_3_image\" style=\"display:inline-block\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2025\/09\/placeholder-mobile.png\" width=\"300\" height=\"250\"\/><br \/>\n\t\t\t\t\t<\/a><\/p>\n<p>\t\t\t\t<a id=\"bizdev_mid_desktop_link\" target=\"_blank\" class=\"noskim d-none d-lg-block\" href=\"\" rel=\"sponsored\"><br \/>\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" id=\"bizdev_mid_desktop_image\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2025\/09\/placeholder-desktop.png\" width=\"728\" height=\"90\"\/><br \/>\n\t\t\t\t<\/a><\/p>\n<p>Whether or not NVIDIA manages to see a restoration of China revenue is a question for the future, but for now, Jensen&#8217;s statement indicates that Beijing is indeed off the table.<\/p>\n<\/p>\n<p style=\"font-style: italic; border-top: 1px solid var(--gray-300); padding-top: 10px; margin-top: 20px;\">Follow <a href=\"https:\/\/profile.google.com\/cp\/Cg0vZy8xMWM3NDB2MmIyGgA\" rel=\"nofollow noopener\" target=\"_blank\">Wccftech on Google<\/a> or <a href=\"https:\/\/google.com\/preferences\/source?q=wccftech.com\" rel=\"nofollow noopener\" target=\"_blank\">add us as a preferred source<\/a>, to get our news coverage and reviews in your feeds.<\/p>\n","protected":false},"excerpt":{"rendered":"NVIDIA&#8217;s CEO Jensen Huang has commented on the firm&#8217;s &#8216;desperate&#8217; position in China, claiming that its market share&hellip;\n","protected":false},"author":2,"featured_media":233524,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":{"0":"post-233523","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/233523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=233523"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/233523\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/233524"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=233523"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=233523"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=233523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}