Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei
Nvidia has acknowledged that it has largely conceded the AI chip market in China to Huawei. Despite this, Nvidia's CEO expressed a willingness to return to the market if conditions improve. The company is focusing on expanding its supply chain and investing in various aspects of the AI industry.
- ▪Nvidia has largely conceded the AI chip market in China to Huawei.
- ▪The CEO expressed a desire to return to the market if conditions improve.
- ▪Nvidia is expanding its supply chain to support growth in the AI sector.
9 outlets in our directory ran this story, first to last over 3 days. All of the coverage we found sits in one bucket: centre. That one-sidedness is itself worth noticing.
- ▪ China Banned Nvidia's China-Only Gaming Chip While Jensen Huang Was in Beijing — r/artificial
- ▪ Jensen Huang said that Nvidia has "largely conceded" China's AI chip market to Huawei and should "expect nothing" regarding chip sale approvals to China (Lee Ying Shan/CNBC) — Techmeme
- ▪ China banned RTX 5090D V2 while Nvidia CEO Jensen Huang was visiting — Ars Technica - All content
- ▪ China banned Nvidia’s gaming chip during Jensen Huang’s visit — r/wallstreetbets
- ▪ China added Nvidia’s gaming chip to banned list during Jensen Huang’s visit — International homepage
- ▪ China Will Open Its Market to AI Chips From US, Nvidia’s CEO Says — r/hardware
- ▪ China will open its market to AI chips from US, Nvidia’s CEO Jensen Huang says — Straits Times — World
- ▪ Nvidia’s Huang expects China to open market for US AI chips — Investing.com — News
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| Original publisher | US Top News and Analysis |
| Canonical URL | https://www.cnbc.com/2026/05/21/nvidia-jensen-huang-china-ai-chip-market-huawei.html |
| Publication time | Thu, 21 May 2026 15:26:46 GMT |
| Retrieval time | 2026-05-21T01:05:03.240Z |
| Last seen | 2026-05-21T15:29:47.959Z |
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| Summary source text | contentText |
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| Cluster | Mr8BmzIGWhaw · 9 stories |
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| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
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Opening excerpt (first ~120 words) tap to expand
"I don't have any expectation, which is the reason why we put all of our guidance, all of our numbers, all the expectations that I've set with all of our analysts and investors to invest nothing, to expect nothing," Hang said.Still, he suggested Nvidia remained eager to return should conditions improve."We would be more than delighted to serve the market," Huang said. "We have a lot of customers there, we have a lot of partners there, and we've been there for 30 years."Huang was a last-minute addition to President Donald Trump's China summit last week, though the visit did little to clarify whether Nvidia's H200 chips will be permitted in the country. Reuters reported last week that some Chinese companies had received approval from the U.S.
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