NVIDIA CEO Huang Renxun: Hopes Blackwell chips will be sold in China "But the decision is in Trump's hands"

During his visit to South Korea, NVIDIA's CEO Huang Renxun stated on Friday, October 31, that he hopes the company's latest generation of Blackwell chips can be sold in China, but the final decision lies with U.S. President Donald Trump. When talking about NVIDIA's business in China, Huang Renxun said, "We hope to return to the Chinese market. The development of NVIDIA in China is beneficial for the United States and also for China."

Reuters reported that this is Huang Renxun's first official visit to South Korea in over a decade. His visit came the day after the meeting between the leaders of China and the United States. Huang Renxun expressed "great happiness" at the success of the two leaders' talks, but was unclear about the specific content discussed.

On Thursday, Trump told reporters on Air Force One that the semiconductor issue was indeed mentioned in the talks and that China would "discuss chip procurement issues with companies like NVIDIA," but he added, "we did not talk about Blackwell."

When talking about NVIDIA's business in China, Huang Renxun said, "We have always hoped to return to the Chinese market. I believe that the development of NVIDIA in China is beneficial for the United States and also for China." Huang Renxun stated, "I hope that the governments of the two countries will eventually find a balance point that allows NVIDIA's technology to be re-exported to China."

The U.S.-China chip dispute remains a key issue

Whether China can obtain NVIDIA's high-end chips has been a focal point in the competition between the U.S. and China in high-performance computing and artificial intelligence.

Previously, Washington imposed restrictions on the export of NVIDIA's most advanced AI chips, aiming to curb China's technological progress in artificial intelligence and potential military applications.

Huang Renxun has been trying to persuade the U.S. government to ease these restrictions, arguing that China's reliance on U.S. hardware in its AI industry "is actually in the interest of the United States."

NVIDIA's "zero" situation in China, Huawei seen as a strong competitor

According to sources, NVIDIA has been developing a new chip based on the latest Blackwell architecture for the Chinese market, which will have lower performance than the international version but still be superior to the highest model currently allowed for sale in China, the H20.

However, despite the strong interest from Chinese enterprises in the new chip, the Chinese authorities have turned cold towards NVIDIA, reduced purchases of the H20, and encouraged domestic manufacturers - including Huawei - to expand their production of self-developed chips.

Huang Renxun admitted when answering questions from journalists that NVIDIA had originally hoped to maintain a "non-zero market share" in the Chinese market, but now "the expectation has gone to zero."

He pointed out that the logic of the U.S. restricting exports under the pretext of "national security" is untenable, because "China's independently produced AI chips are already sufficient to meet its military needs."

Huang Renxun also said that underestimating Huawei's competitiveness is "stupid." This Chinese tech giant recently announced plans to fully challenge NVIDIA's position in the AI chip field.

Huang Renxun said, "It is stupid to underestimate China's strength and Huawei's competitiveness. Huawei has outstanding technical capabilities and is fully capable of building high-performance systems."

Original: www.toutiao.com/article/1847541594753036/

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