Huang has long spoken positively about China and its AI sector, calling it a “key market” for Nvidia in mid-April during a surprise visit to the country. He’s also warned that shutting out the country could hurt the interests of both the U.S. and Nvidia by encouraging “strategic competitors” like Huawei.
Nvidia recently revealed that it would take a $5.5 billion charge after the U.S. decided to bar the chipmaker from selling its H20 chip to China without a license. (Nvidia designed the H20 chip to comply with previous U.S. export controls).
U.S. companies like Nvidia may want to keep access to the huge Chinese market, but they may also be worried about growing competition from local players like Huawei. Huang has previously warned that China is not far behind the U.S. in AI competition.