Nvidia CEO Says U.S. Sanctions Cut Advanced Chip Market Share in China to 0% (www.chosun.com)

Nvidia CEO Jensen Huang said U.S. semiconductor export controls have pushed the company “100% out of China,” reducing Nvidia’s advanced-AI accelerator market share in China from about 95% to 0%. Since 2022 the U.S. has barred exports of high-end chips like the A100, H100 and H200 to Chinese firms; Nvidia later received limited approval to sell a lower‑performance H20 variant for China, but that chip faced a Chinese security probe and regulators have reportedly advised domestic companies to avoid Nvidia products. Huang warned this split deprives U.S. tech of access to roughly “50% of the world’s AI researchers,” and says excluding Nvidia risks handing the market to Chinese competitors such as Huawei. For the AI/ML community the situation matters because it accelerates hardware and software bifurcation: Chinese cloud and model builders will increasingly rely on domestic accelerators and in‑house stacks, while U.S. firms lose feedback and scale in one of the world’s largest AI markets. In the short term this constrains deployment of top-tier models in China; in the long term it may speed Chinese chip self‑sufficiency and ecosystem maturity, raising geopolitical competition over process-node progress (Huang notes China trails by “a few nanometers”) and fragmenting global tooling, standards, and research collaboration.