Nvidia’s ambition to sell its flagship Blackwell AI chips to China faces political hurdles as export controls and diplomatic tensions complicate market access. CEO Jensen Huang remains hopeful despite current restrictions blocking sales.
Nvidia has achieved what no company in history has accomplished – a $5 trillion market capitalization. This milestone underscores the chipmaker’s central role in powering the global AI revolution, but also raises questions about sustainability amid growing competition and geopolitical tensions.
The meeting between President Trump and NVIDIA’s CEO comes at a pivotal moment for AI chip geopolitics. With trade tensions easing and domestic manufacturing milestones, NVIDIA’s global strategy faces critical decisions.
NVIDIA has reached a manufacturing milestone with TSMC producing the first Blackwell chip wafer on American soil. The development signals a major shift in semiconductor production capabilities within the United States, according to industry reports.
In what NVIDIA CEO Jensen Huang is calling a historic moment, the first wafer for the company’s Blackwell AI chip has reportedly been manufactured at TSMC’s Arizona facility. According to reports, this marks the first time in recent history that such an advanced semiconductor component is being produced on American soil by the world’s leading foundry.
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.
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