Nvidia, China, H20 Chip and Taiwan
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Wearing his iconic leather jacket, Huang walked into the sunny courtyard of the Mandarin Oriental hotel earlier than scheduled and took multiple questions.
According to Nvidia’s latest annual report, China contributed $17 billion in revenue in the fiscal year ending January 26—about 13% of the company’s total sales. The potential return to the Chinese market is seen as vital to Nvidia's global dominance, especially as domestic players like Huawei aggressively court local developers.
Nvidia CEO Jensen Huang described artificial intelligence models from Chinese firms Deepseek, Alibaba and Tencent as "world class" and said AI was "revolutionising" supply chains, at an exhibition in Beijing on Wednesday.
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Data center operators in China, which use Nvidia’s H20 chips to crunch data for various AI services, have been struggling to find a local alternative that is as good as the U.S. company’s chips.
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Nvidia has been an artificial intelligence leader and major winner over the past few years. On July 16, CEO Jensen Huang may address one of the company's biggest challenges. But Nvidia has encountered one major hurdle along this path,