NVIDIA CEO Jensen Huang believes the world has entered the early stage of a decade-long AI computing revolution. He said artificial intelligence has become both useful and profitable, marking the start of a new technological era that will reshape industries worldwide.
AI Now Driving Real Profits
Huang said that AI is no longer experimental—it is now generating real profits for companies and creating new business opportunities across sectors. He called this shift the “beginning of a ten-year buildout” of a new computing platform powered by artificial intelligence.
Challenges in the Chinese Market
Despite NVIDIA’s global success, China remains a complex and critical market. Huang revealed that China has blocked NVIDIA’s H20 AI chips, saying it already produces enough domestic alternatives. He noted that Chinese military and research organizations have access to locally made chips, showing the government’s strong focus on national security.
According to Huang, China represents a $50 billion opportunity in 2025, with potential to grow into hundreds of billions by the end of the decade. However, he acknowledged that U.S. export restrictions under the Biden administration have significantly hurt NVIDIA’s business in China.
“We lost almost the entire Chinese market because of U.S. policies,” Huang said. “We still hope for a small share, but realistically expect none.”
Hope for Blackwell Chips Approval
Huang expressed optimism that NVIDIA’s upcoming Blackwell chips could still be sold in China, depending on approval from the U.S. government. He mentioned that the final decision will rest with U.S. President Donald Trump once he takes office, highlighting the geopolitical impact on the semiconductor industry.
South Korea and the Future of AI Hardware
Huang also praised South Korea’s growing role in global AI manufacturing. He revealed that Samsung produces all of NVIDIA’s robotics processors and said Korea has the potential to become a major AI hub in the coming years.
Balancing U.S.–China Tech Tensions
While Huang expressed disappointment over declining sales in China, he remained confident about NVIDIA’s global growth. He also said that U.S. concerns about China’s military use of technology were “unreasonable” and hoped that both countries could find a balanced and fair approach soon.
Key Takeaways:
- NVIDIA CEO Jensen Huang says AI is now profitable and marks a new computing era.
- China has blocked NVIDIA’s H20 chips, citing domestic production strength.
- U.S. policies have caused NVIDIA to lose most of its Chinese market share.
- Blackwell chips could enter China if approved by the next U.S. administration.
- Samsung manufactures NVIDIA’s robotics chips, boosting Korea’s AI role.
As NVIDIA leads the AI revolution, the company faces both unprecedented opportunities and policy-driven challenges. The next few years will determine how AI, geopolitics, and chip innovation shape the global technology landscape.
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