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The CEO of Nvidia, Jensen Huang, recently granted An interview to the CNN medium, where he could speak without capujos about the current context of his company, about Nvidia’s position in the AI racethe benefits of this technology, and other relevant topics of current affairs. In addition, he has also provided his opinion about The commercial war with China and restrictions, as well as the possible use of American technology in Chinese military terrain.
Chips for the Chinese army. The United States has shown concerns in the past about whether advanced Nvidia chips would be used by the Chinese army. Those concerns gave rise to The restrictions of chips A100 and H100. Despite this, There are indications that the chips would also be reaching the Chinese army.
Nvidia is not worried. Huang It has subtracted importance To Washington’s concerns about the military use of its artificial intelligence chips by China, arguing that the Chinese army cannot depend on American technology that can end up being restricted at any time. Their statements come while the company promises to resume sales of Its H20 processors to the Chinese market and days after meeting with President Donald Trump in the White House.
Huang’s position against Washington. In the interview, the manager defended that “we do not have to worry” about the military use of American technology in China, since “they simply cannot trust it.” His argument is that Beijing will avoid depending on US components due to the risk of future limitations. Huang added that China already has “a lot of computing capacity” and does not need Nvidia chips to develop its military capabilities.
The restriccions have hit Nvidia. US administrations have maintained export controls on the most advanced semiconductors for fear of strengthening Chinese military capacities. These measures, applied in a bipartisan manner, have cost Nvidia billions of dollars in potential revenues.
According to the company, restrictions made them lose approximately about 15,000 million dollars in sales After the latest restrictions imposed by the Trump administration to prohibit their chips to China. The company affirms which also had to amortize 5,500 million in inventory.
Between Washington and Beijing. It is clear that the company is making extraordinary efforts to maintain a balance between Washington and Beijing. His CEO openly criticizes control policies, arguing that They are counterproductive For American technological leadership. His thesis is that for the United States to maintain its dominant position in AI, American technology must be available globally, included in China, where half of the world’s developers are located.
American senators They have warned him specifically that avoids meeting with companies linked to the Chinese army or intelligence organizations during your visit to Beijing. Meanwhile, Nvidia faces Huawei’s growing competition and other Chinese chip manufacturers, although the country’s technology companies continue to demand their processors due to their platform CUDA.
And now what. Nvidia has announced that you will request licenses for Resume Sales of the H20 Chip to Chinawith the US government ensuring that it will grant them soon. The company has also developed a new processor specifically designed to comply with current regulations: the RTX Pro GPU, which is part of the architecture Blackwell and is completely adapted to export controls.
China represents 13% of the total income of Nvidiaabout 17,000 million dollars, which explains why Huang maintains its favorable speech towards the Chinese market while sailing among the geopolitical pressures of both countries. The H20 chip had been developed specifically for the Chinese market after the restrictions of the late 2023, becoming the most powerful product legally available until its effective prohibition in April.
Cover image | Nvidia
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