Nvidia says its China AI accelerator market share falls to zero
Updated
Updated · Tom's Hardware · May 3
Nvidia says its China AI accelerator market share falls to zero
11 articles · Updated · Tom's Hardware · May 3
Chief executive Jensen Huang said Nvidia now has no direct AI accelerator sales share in China, down from a dominant position about two years ago.
He blamed US export controls and fast-growing Chinese rivals, arguing the policy backfired by surrendering a huge market and accelerating Beijing's drive for AI chip self-sufficiency.
Huang said China remains a strong frontier AI competitor because of cheaper energy, deep technical talent and expanding local hardware and software ecosystems challenging US technology leadership.
With Nvidia's China sales at zero, are U.S. sanctions accidentally building a powerful new AI rival?
Is the AI world splitting in two, forcing nations to choose between American and Chinese technology?