Nvidia CEO Jensen Huang expressed skepticism about the effectiveness of US export controls on China, particularly concerning national security amid the AI race. He indicated that while the controls have drastically reduced Nvidia's revenue from China—from 21% to 13%—it remains uncertain whether they effectively curb innovation. Huang emphasized that software development continues to thrive, suggesting that innovation will persist despite restrictions, as companies like Huawei remain competitive. This dynamic presents ongoing challenges for Nvidia in adapting to the rapidly evolving tech landscape built around AI and semiconductor advancements.
Nvidia's China revenue has dramatically decreased, going from 21% to 13% of total revenue post-export controls, showing significant impact on business abroad.
Huang expressed uncertainty regarding the effectiveness of export controls on national security, indicating they may not fully curb innovation or mitigate competition.
"I think that ultimately, software finds a way... you ultimately make that software work on whatever system that you're targeting," Huang stated.
Despite tight restrictions on semiconductors, the competition from Chinese firms like Huawei remains strong, continuing to challenge Nvidia's market position.
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