Jensen Huang: Nvidia's Direct Shipments to China Have Virtually Ceased
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12:11, 05.05.2026
NVIDIA founder and CEO Jensen Huang has noted a critical decline in the company's presence in China. According to him, due to strict export restrictions and Beijing's retaliatory measures, direct shipments of GPU accelerators for AI systems have practically stopped, and Nvidia's market share in the PRC has fallen to zero.
Bureaucracy and Chinese Import Substitution
The situation has escalated for Nvidia due to bilateral issues.
On one hand, the issue of exporting accelerators is bogged down in a bureaucratic quagmire. On the other hand, Chinese regulators have moved to countermeasures that limit the use of American chips by local corporations.
In an interview with Tom’s Hardware, Huang noted that such a policy has "backfired" and pushed China toward the rapid development of its own architecture. In his opinion, China has cheap electricity and a large number of qualified researchers, so strict restrictions on accelerator shipments to China only motivate local specialists to create competitive alternatives.
Forecasts
Bernstein experts suggest that in the future, Nvidia will only be able to claim 8% of the Chinese market, while local manufacturers will cover 80% of its needs.
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