Redazione RHC : 17 October 2025 12:47
Jen-Hsun Huang, founder and CEO of Nvidia, revealed that recent export restrictions have drastically reduced the presence of the company’s AI chips in China , from 95% to virtually nothing.
“Four years ago, Nvidia had a 95% market share in China. Today, it’s only 50%,” Huang said in May 2025, denouncing the increasing restrictions imposed since the Joe Biden era.
But today everything has changed and China has started producing AI chips for itself.
Huang’s remarks on October 17 highlight the current consequences of these limitations on the global dynamics of artificial intelligence. Despite restrictions on the purchase of advanced chips, China continues to account for a significant share of AI developers.
According to Huang, about 50% of the world’s AI developers are based in China, still enabling the development of sophisticated technologies like DeepSeek.
Huang emphasized the importance of developers in developing future platforms: “The key in AI, as in any other software field, is developers. They are the ones who shape the technological future.”
Nvidia’s CEO also highlighted the geopolitical implications of the restrictions: if the world is to rely on American technology, it is essential that it remains accessible .
Restricting chip exports to China, Huang explained, prevents Chinese developers from using Nvidia solutions, drastically reducing the company’s market share in one of the most important global markets.
“If we were completely excluded from the Chinese market, our share would be zero. We went from 95% to 0%,” Huang told Barron’s, adding: “I can’t imagine any politician wanting to see our presence in China completely eliminated.”
Previously, China accounted for a significant portion of Nvidia’s revenue. In the second quarter of fiscal 2026, the company reported total revenue of $46.7 billion, up 56% from the previous year.
However, sales of H20 chips to Chinese customers were suspended due to Chinese government directives discouraging the purchase of such products for security reasons. Despite this, Nvidia benefited from $180 million in H20 sales to customers outside China, helping to mitigate the impact of the restrictions on overall revenue.
Through fiscal 2025, China accounted for approximately 13% of Nvidia’s total revenue, or approximately $17 billion .
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