Nvidia chief warns against split US China AI ecosystems
Nvidia’s chief executive has warned that separating the global artificial intelligence landscape into two rival systems, one led by the United States and the other by China, would be a strategic mistake. He argued that cooperation and competition between the two largest technology markets should continue, even as geopolitical tensions intensify over advanced computing and semiconductor access.
He said the company does not plan to withdraw from China, despite strict US export controls that have limited sales of advanced AI chips. These restrictions have already reshaped the market, allowing Chinese firms to expand their own capabilities in high-end semiconductors and reduce reliance on US suppliers.
The executive noted that local competitors, including Huawei and other Chinese chipmakers, have significantly strengthened their position during the absence of Nvidia’s most advanced products. He also pointed out that China previously accounted for more than 20 percent of Nvidia’s data center revenue, highlighting the scale of the market at stake.
Recent months have seen renewed diplomatic engagement around chip exports, including limited approvals for certain advanced Nvidia products to be sold to Chinese companies. However, regulatory clearance from Chinese authorities remains uncertain, leaving the commercial outlook unstable. The Nvidia chief warned that restricting access too aggressively could accelerate technological decoupling and reduce global innovation efficiency.
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