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Jensen Huang calls US chip export control under Joe Biden ‘a failure’

Jensen Huang calls US chip export control under Joe Biden ‘a failure’

2025-05-21

Nvidia held a press conference Wednesday morning at COMPUTEX Taipei, during which the CEO, Jensen Huang himself fielded questions from international press and industry analysts. Asked about Nvidia’s US$5.5 billion in losses due to chip export controls, Huang called former US President Joe Biden’s export ban "a failure." He said not only did the policy not achieve its goal of stymieing China’s AI development, it conversely spurred Chinese innovation. He said in order for the US to stay ahead, it must expand its sphere of influence.

Nvidia CEO Jensen Huang holds a press conference in the morning with international press and analysts. As usual, he’s asked about the US-China AI race and tariffs.

Jensen Huang
Nvidia CEO
I think there’s a resetting of the trade around the world. And whenever it settles down, the industry will readjust. So I have every confidence things will work out.

Asked about Nvidia’s $US5.5 billion in recognized losses due to the US’ export ban of its advanced H20 chips, Huang said the loss was indeed larger than that of its peers. Additionally, Nvidia’s market share in China plummeted from 95% to 55% in the span of only four years. He said this goes to show that chip export controls did not achieve the goal of stifling China’s AI advancement. Even more so, opportunities went to China’s Huawei and startups. Huang said the US should instead expand its scope of influence, were it to retain its edge. He also said that as China’s chip market is expected to reach US$50 billion, Nvidia should be allowed to enjoy a slice, so that it can contribute to the US’ tax revenue and create job opportunities. As for how he believes Nvidia should balance itself between the US, China and Taiwan, this is what he has to say.

Jensen Huang
Nvidia CEO
I want our partners to succeed. I want our industry to grow. The technology that we build can unite people. This is very important technology, and I want to make sure that people have access to it, they understand it, and that we can be helpful to them.

Recently, Huang announced plans to expand Nvidia’s Taipei branch, not only because of a growing number of employees but also to service its 350 business partners in Taiwan. He also said that as the world races to deploy AI, it signifies that AI is an important basic infrastructure like electricity and the Internet. And as such, Taiwan plays an important role in the AI ecosystem.

Taiwan needs to have AI infrastructure here. And it’s really important that Taiwan also takes advantage of this opportunity to jump into AI research. This is a new beginning. And I have every confidence Taiwan will do very well.

Speaking of geopolitics, Huang said he wishes for stability in the world, no matter where. As global trade undergoes restructuring, the AI giant is prudently planning its next steps, too.

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#Nvidia #JensenHuang #technology #computex #chipwar

直言拜登政府"輸中晶片禁令錯誤" 黃仁勳:輝達市占率腰斬

2025-05-21

輝達執行長黃仁勳來台,舉辦媒體和分析師座談,許多國際媒體都在關注,美國政府禁止H20晶片出口中國,對輝達產生的損失。黃仁勳認為,拜登政府的決策是錯的,不但沒能限制中國發展AI,反而激勵他們加快自主發展,美國要保持繼續領先,就應該持續擴大影響力。

黃仁勳來台第六天,一早現身QA記者會,全球媒體、分析師都到場,最關注的就是美中AI競賽和關稅議題。

[[輝達執行長 黃仁勳]]
“我認為 全球貿易在重組,當一切安定下來,產業會重新調整
我有信心”

國際媒體關心,拜登政府時期禁止輝達H20晶片出口中國,公司認列55億美元損失。黃仁勳坦言,這金額比許多半導體公司規模還大,四年前後,輝達在中國的市佔率從95%腰斬到50%。而事實證明,禁令沒能限制中國AI發展,反而是把生意推向中國華為和新創公司,要讓美國保持技術領先地位,該做的是擴大影響力。他預估明年中國市場規模達500億美元,輝達可以把稅收帶回美國,也能創造就業機會。至於怎麼平衡美中台的市場,他這樣回答。

[[輝達執行長 黃仁勳]]
“我希望輝達的夥伴成功,希望我們的產業成長,我們的技術能讓人們團結,這是非常重要的技術,我要確保人們能取得且了解,我們對他們有幫助”

先前黃仁勳宣布,要擴大台北辦公室,不只是因為員工數變多,在台有350個合作夥伴。他認為,當世界都在布建AI,這宛如跟電力和網路一樣重要的基礎建設時,台灣生態系扮演重要角色。

[[輝達執行長 黃仁勳]]
“台灣需要有AI基礎建設,對台灣來說非常重要,要把握優勢投入AI研究,這是全新的開始,我很有信心 台灣會做得很好”

當被問到地緣政治問題,黃仁勳強調,他希望不管是世界上任何一個地區,維持穩定都很重要。全球重整的關鍵時期,AI巨頭企業也謹慎應對。

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