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Thursday, November 6, 2025

Nvidia CEO Jensen Huang: China Will Win AI Race Against US

Nvidia CEO Warns China Will Win AI Race Against US

Nvidia CEO Jensen Huang has issued a stark warning that China is positioned to beat the United States in the global artificial intelligence competition, according to a Financial Times report.

Key Takeaways

  • Nvidia CEO Jensen Huang states China is “nanoseconds behind” America in AI
  • US export restrictions risk losing access to half of world’s developers
  • China’s market access remains critical flashpoint in tech rivalry
  • Trump advocates reserving most advanced chips for American customers

Huang’s Direct Statements on AI Competition

“China is going to win the AI race,” Huang told the newspaper on the sidelines of the Financial Times’ Future of AI Summit.

“As I have long said, China is nanoseconds behind America in AI,” Nvidia CEO Jensen Huang said in a statement posted on X late on Wednesday.

“It’s vital that America wins by racing ahead and winning developers worldwide,” he added.

Market Access and Geopolitical Tensions

The AI chip leader emphasized that the US can win the AI battle if the global developer community, including China’s massive base, adopts Nvidia systems. However, he noted China has effectively shut Nvidia out of its market.

China’s access to advanced AI chips—particularly from Nvidia, now the world’s most valuable company—remains a central point in the US-China tech rivalry as both nations compete for computing supremacy.

Balancing American Interests and Global Reach

“We want America to win this AI race. No doubt about that,” Huang said during Nvidia’s developers’ conference in Washington last month.

“We want the world to be built on American tech stack. Absolutely the case. But we also need to be in China to win their developers. A policy that causes America to lose half of the world’s AI developers is not beneficial in the long term, it hurts us more,” he added.

Political Stance on Chip Exports

Former US President Donald Trump stated in a recent interview that Nvidia’s most advanced Blackwell chips should be reserved exclusively for American customers.

Nvidia has not sought US export licenses to sell these chips in China, citing Beijing’s stance toward the company. Trump indicated Washington would permit China to engage with Nvidia, but excluded access to the most advanced semiconductors.

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