Nvidia CEO Warns China Winning AI Race Despite U.S. Chip Bans

Nov 07, 2025
Axios
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Summary

Nvidia CEO Jensen Huang warns China is winning the AI race despite U.S. chip bans, citing that 50% of global AI researchers and most leading open source models come from China while Beijing subsidizes energy costs for local alternatives.

Key Points

  • Nvidia CEO Jensen Huang warns that China is on track to win the AI race, expressing frustration with mounting U.S. regulatory calls while Beijing subsidizes energy costs for local chip alternatives
  • Huang emphasizes China's significant AI capabilities, noting that 50% of the world's AI researchers are in China and the vast majority of leading open source models are created there
  • The warning comes despite continued U.S. bans on advanced Nvidia chip sales to China, as Huang calls for policies to increase energy production and help the U.S. capture 80% of the global AI market

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