Nvidia CEO Says Company Went from 95% to 0 Market Share in China (fortune.com)
- Reference: 0179837380
- News link: https://tech.slashdot.org/story/25/10/20/1934203/nvidia-ceo-says-company-went-from-95-to-0-market-share-in-china
- Source link: https://fortune.com/2025/10/19/jensen-huang-nvidia-china-market-share-ai-chips-trump-trade-war/
The Biden Administration imposed rules in 2022 to restrict exports of Nvidia's most advanced AI chips to China. The Trump Administration blocked additional chip sales in April and later granted export licenses for certain Nvidia and AMD chips in [2]exchange for 15% of revenues . Chinese regulators responded by [3]telling domestic tech companies to avoid Nvidia chips designed to meet U.S. export requirements. Beijing also placed strict limits on exports of rare earths. Huang noted that about half the world's AI researchers are in China and called it a mistake not to have them build AI on American technology.
[1] https://fortune.com/2025/10/19/jensen-huang-nvidia-china-market-share-ai-chips-trump-trade-war/
[2] https://yro.slashdot.org/story/25/08/11/2123206/nvidia-and-amd-to-pay-15-of-china-chip-sale-revenues-to-us-government
[3] https://tech.slashdot.org/story/25/09/17/0843228/china-tells-its-tech-companies-to-stop-buying-all-of-nvidias-ai-chips
Urgh... (Score:3)
The US: "You arent buying enough from us! You need to buy more from us!"
Also the US: "You cant buy basically anything that you actually need, we forbid it - buy more cheap bulk goods that you can get from anywhere rather than the technology goods you actually want perhaps?"
Re: Urgh... (Score:2)
And our social media "achievements" which you definitely don't need or want
Re: (Score:2)
Ahh no, services and software are not included in the trade deficit calculations for some reason...
So the fact that the world uses American cloud services, financial services and other things - yeah, not important, and you should definitely ignore the fact that those things alone flip deficits on their heads for most countries.
This is as always bullshit (Score:3, Insightful)
I think it's gamers Nexus that has the good video on how China bypasses these export rules. Basically they bring cards in that have the chips they want but not the same amount of ram or the same amount of bandwidth and then they have plenty of engineers so they just rebuild them.
It does slow things down a bit but it's not like it's really stopping China from getting the chips.
I think there might be some really really high-end stuff they can't get using that method. But honestly I'm sure they can just use Black market tricks.
All that said China is absolutely working on their own homegrown solutions but they always do that. China even went to the so far as reverse engineering German ballpoint pen manufacturing so they could make their own high quality pens.
China makes it a point not to be dependent on other countries for manufacturing and because they have a large disposable workforce they aren't tempted to outsource manufacturing like countries like America where we don't particularly want to poison our groundwater or pay slave labor wages. Although at least here in the states that's absolutely changing... Christ what a world.
They didn't want to pay the nvidia tax anyway (Score:2)
The prices are bogus and set by a company with margins that are practically unheard of. Thus far, the lion's share of value with "AI" is going to Nvidia and it's investors. They require an additional license to use their hardware with hypervisors which is additionally predatory - it's akin to charging someone a license for using an AMD cpu or Intel CPU, direct from AMD or Intel, and if you don't pay you can't run a VM or a container.
It makes sense to nationalize GPU production and to ban this one company fr
Re: (Score:2)
They can't get their own designs manufactured on EUV either, so they won't be catching up fast.
Re: (Score:3)
They cant get their own designs manufactured on EUV machines built by a Dutch company, due to export restrictions placed on those machines by the US...
Which just means that China will develop its own independent capability.
And yes, that might take 10-20 years, but to China thats not a long time, thats just the time it takes - while other countries think about timescales in 5-10 year spurts, China has plans set out 50 years ahead. And China accepts that things take time.
So it really depends on what you mean
Re: (Score:2)
What China? The Confucian China? The cultural revolution China? The liberalised then overran by tank China? The disillusioned ultracapitalist China ran by a dictator who concentrated power in a way Mao could only dream off, who now has grandiose dreams of immortality because he can see no China beyond himself?
50 year plans my ass.
Re: (Score:1)
It's bizarre that people think China can't rapidly catch up with anything the West does that they consider of strategic importance when half the engineers going through Western colleges these days are Chinese and they're actually going into engineering rather than finance, advertising or some other parasitic endeavour that produces nothing of real value here in the West.
In five years China will be shipping cheap AI chips all over the world and Nvidia will have to go back to gaming. If Windows hasn't complet
5D Stupid (Score:4, Interesting)
I had no idea that stupid and self-harming economic policies could be so cleverly and thoroughly executed. My hats off to the Orange Turd.
I'm just kidding. One only needs to look to the 1920s to see similar idiocy. The Atlantic has an article about it today: [1]https://www.theatlantic.com/bo... [theatlantic.com]
If you can't deal with the paywall, go to archive.is.
[1] https://www.theatlantic.com/books/2025/10/the-risks-of-trumps-capture-of-the-economy/684610/
Re: (Score:1)
I think it's more of a military policy than an economic policy. The parasitic elite want war with China so they can loot all its stuff, and see this as a way to improve the odds.
Only Normies care about The Economy these days. Everyone else is focused elsewhere.
Pay to play? Piece of the action? (Score:5, Insightful)
> The Trump Administration blocked additional chip sales in April and later granted export licenses for certain Nvidia and AMD chips in exchange for 15% of revenues.
Seems like something the Mob would do.
Re: (Score:1)
I think you're beginning to understand taxes now. Good job.
And yes. Just like the mob.
Let's work on abolished the IRS before caring about whether the top shareholders are making enough millions off of sales to China or not.
Re: (Score:2)
My taxes pay for all manner of government services which I use and take advantage of.
Where does this %15 go?
"They won't let us sell our Fords to the Furher!" (Score:2)
Quit selling dual-use technology to a nation that wants to destroy us with it, Huang. It's pretty simple.
Your quarterly earnings won't matter if the West Coast takes AI-coordinated cruise missile strikes from the Chinese Navy.
Chinese Century (Score:3)
The 21st century is working out to be a Chinese Century. With much of the economic development controlled directly or indirectly by China.
America's dominance they enjoyed through most of the 20th century is likely over, in much the same way the British Empire will never be near its 19th century peak.
The American people are going to find out the hard way that their country is in decline. And refusing to take steps to control the outflow of wealth is going severely degrade the quality of life for the working class in the US. By the time voters figure it out, it will be too late. the heist will have long been completed.
Attempting to prevent China... (Score:2)
...from obtaining tech is futile and counterproductive.
Chinese scientists and engineers are smart. Look at most recent papers published and you will see a LOT of Chinese names.
Chinese scientists and engineers are also good at working around obstacles.
I expect China to become the world leader in tech.
There was once a time when the best and brightest from all over the world came to the US. Those days are over.
Heh (Score:2)
Everyone criticises "policy" when it bites them in the ass, not one femtosecond before.
Capitalism's biggest achievement - (sheer number of) fools that believe in it.
Re:Heh (Score:5, Informative)
I don't think you can help but believe in capitalism.
In my first year of high school I had a mandatory economics class. There wasn't any math or statistics or anything useful like that. It was just about 6 weeks of capitalism rah rah rah. It was slotted in between drivers ed and the health class where they show you what it looks like to get an STD.
At the time it was just one more dumb course I had to take and do homework for it. I remember it being an easy A.
But looking back it was taking advantage of something called 4 to 14.
That's the idea that anything put in your head between the ages of 4 to 14 becomes a core part of your worldview. This is because children are able to learn and memorize before they are able to think critically.
It's something cults and religious extremists have been exploiting for ages. Anything you learn in that age group that's wrong or a lie basically has to go through a process called deconstruction where you separate the emotional and social effects of believing those things from the reality of them.
Capitalism does have its place and its places things that have lots and lots of competition that can be properly refereed.
The problem is that the people at the very top have decided they've had enough of capitalism. They are sick and tired of being dependent on consumers for the wealth, power and prestige and they are looking towards a post-capitalist world that does not include you and me.
And that is extremely hard for people to wrap their heads around. The idea that capitalism might go away with something other than socialism. I've been calling it techno feudalism but I don't think that lands with most people. It's something I'm not sure how to communicate.
Re: (Score:2)
> I've been calling it techno feudalism
You and every Cyberpunk author ever.