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NVIDIA’s presence in China’s AI sector has evaporated, with CEO Jensen Huang stating the firm now holds 0% market share. The decline is attributed to U.S. export controls and rising domestic competition from firms like Huawei, reshaping the global AI landscape.
According to reports from the Citadel Securities Future Of Global Markets 2025 event, NVIDIA CEO Jensen Huang disclosed that the company’s market share in China has dropped from 95% to 0%. Sources indicate that geopolitical tensions and China’s push for a domestic AI tech stack have led to this dramatic shift. Huang emphasized that NVIDIA is currently “100% out of China,” and all forecasts now assume zero contribution from the region, with any future activity considered a bonus.