Nvidia CEO says US needs China access to stay competitive in AI

Nvidia CEO Jensen Huang is urging the United States and China to improve trade relations, arguing that access to the Chinese market is essential to American competitiveness in artificial intelligence (AI).

In an interview aired Thursday on FOX Business Network’s “The Claman Countdown,” Huang said the United States must regain access to the Chinese market to maintain its global standing.

“Obviously we really need America back in the Chinese market so we can compete there,” Huang said. “It’s good for the American people. It’s good for the American technology stack. It’s good too [we’re] “We are able to compete in China so we can also win around the world.”

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Huang noted that greater access to American technology would also benefit China.

“It’s good for their ecosystem,” he said. “It’s good for their industry, and so, in a way, we will continue to support and inform both governments.”

US export restrictions have halted Nvidia chip sales to China, with no sales expected for the next two quarters, according to Huang.

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Nvidia sign on May 25, 2022, in Santa Clara, California. (Justin Sullivan/Getty Images/Getty Images)

“I expect China sales to be zero. It’s zero next quarter, and zero the next quarter,” Huang said. “We assume the number will be zero. If we can penetrate both sides of the ocean and with both governments, of course, China will go to a very large market.”

China represents a roughly $50 billion market for AI chips, and could grow to as much as $200 billion by the end of the decade, according to Huang.

“It’s really unfortunate that American companies can’t participate in this. It’s a very important source of income,” Huang said. “These revenues will allow us to invest stronger and faster, so hopefully we will have the opportunity to bounce back. But for now, we just have to assume it’s zero.”

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US President Donald Trump greets Chinese President Xi Jinping before a meeting at Gimhae Air Base on October 30, 2025, in Busan, South Korea. (Andrew Harnick/Getty Images/Getty Images)

Huang made his comments after President Trump recently confirmed a ban on the export of Nvidia’s most advanced AI chips to China.

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“The most advanced, we won’t let anyone get it but the United States,” Trump said during an interview broadcast November 2 on CBS’ “60 Minutes.”

The president had previously suggested the possibility of discussing chips with Chinese President Xi Jinping before their October 30 meeting in South Korea, but later said the topic had not been raised, according to Reuters.