Nvidia founder and CEO Jensen Huang discusses his company’s success, sales with China and more on ‘The Claman Countdown’.
Nvidia CEO Jensen Huang is pushing the US and China to improve trade ties, arguing that access to the Chinese market is essential for US competitiveness in artificial intelligence (AI).
“It’s clear that we really need America to return to the Chinese market to compete there,” Huang said. “It’s good for the American people. It’s good for the American tech stack. It’s good that too [we’re] can compete in China so we can also win around the world.”
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Jensen Huang, president and CEO of Nvidia, delivers a speech to business leaders during the APEC CEO Summit on October 31, 2025 in Gyeongju, South Korea. (Ezra Acayan/Getty Images/Getty Images)
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 we will continue to advocate and educate both governments in one way or another.”
US export restrictions have halted Nvidia’s chip sales to China, with no sales expected for the next two quarters, according to Huang.
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An Nvidia board from May 25, 2022 in Santa Clara, California. (Justin Sullivan/Getty Images/Getty Images)
“I predict that China sales will be zero. For the next quarter it will be zero, and for the quarter after that it will be zero,” Huang said. “We assume it will be zero. If we can break through on both sides of the ocean and with both governments, China will of course go to a very large market.”
China represents a market for AI chips worth roughly $50 billion, which Huang estimates could grow to as much as $200 billion by the end of the decade.
“It’s really a shame that American companies can’t participate in that. It’s a very important source of revenue,” Huang said. “Those revenues would allow us to invest even stronger and even faster, and that’s why I hope we get the opportunity to get back in. But right now we just have to assume it’s zero.”
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US President Donald Trump greets Chinese President Xi Jinping ahead of a meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. (Andrew Harnik/Getty Images/Getty Images)
Huang made his comments after President Trump recently reaffirmed a ban on the export of Nvidia’s most advanced AI chips to China.
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“We’re not going to let anyone else have the most advanced but the United States,” Trump said during an interview that aired Nov. 2 on CBS’ “60 Minutes.”
The president had previously raised the possibility of discussing the chips with Chinese President Xi Jinping ahead of their Oct. 30 meeting in South Korea, but later said the topic did not come up, according to Reuters.
