Blackwell AI chips remain off-limits to China, Nvidia CEO confirms

Jensen Huang, the head of Nvidia, said he is not talking with any firms in China about selling the company’s new Blackwell AI ￰0￱ spoke on Friday in Tainan, a city in southern Taiwan, where he made it clear the company is not preparing shipments and is not arranging any return to the Chinese market. “There’re no active discussions. Currently, we’re not planning to ship anything to China,” Jensen ￰1￱ added that it will depend on China to change its own position if the market wants the company’s hardware again. “It’s up to China when they would like Nvidia products to go back to serve the Chinese market.

I look forward to them changing their policy.” Jensen flew into Taiwan ahead of meetings with TSMC, a long-time manufacturing ￰2￱ is set to attend TSMC’s annual sports day event on ￰3￱ visit to Taiwan is one more stop in a global ￰4￱ week, he held meetings in Washington and South Korea, where he met companies that want access to Nvidia’s artificial intelligence hardware ￰5￱ 62‑year‑old founder has been traveling as demand for advanced computing systems continues to build across industries and ￰6￱ continues world tour as Nvidia leads AI race The company has added about $1 trillion to its market cap within a few months, becoming the first $5 trillion company in ￰7￱ though the stock has lost momentum recently, Nvidia still ranks as the most valuable company in the world, ahead of Apple and ￰8￱ is working to widen the use of AI hardware and reduce fear that the current wave of investment might form a ￰9￱ firms are building data centers and buying specialized chips, and Huang wants to show that the spending will produce real ￰10￱ the same time, competition is ￰11￱ Micro Devices (AMD) and Broadcom are both developing their own hardware to profit from the AI ￰12￱ companies are aiming at the same corporate buyers looking to deploy faster training systems and large‑scale computing ￰13￱ remains blocked from selling high‑end AI chips in China.

A recent trade agreement between the ￰14￱ China did not include approval for Blackwell chip ￰15￱ in the Trump administration have said that allowing such shipments is not being considered at this ￰16￱ an earnings call in August, Jensen explained that if the chips could be shipped into the Chinese market, the company could pursue a $50 billion ￰17￱ said demand for AI computing in China is growing fast, at a rate of about 50% per ￰18￱ setback has led to concerns among investors on Wall ￰19￱ are worried that heavy spending on hardware, data centers, and AI infrastructure may not deliver new revenue large enough to justify the ￰20￱ fear that the expectations placed on AI systems may be ahead of real commercial results, especially with major markets such as China not currently available for Nvidia’s strongest ￰21￱ your strategy with mentorship + daily ideas - 30 days free access to our trading program