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Huawei 'has got China covered' if the U.S. doesn't participate, Nvidia CEO tells CNBC

Jun 12, 2025 - cnbc.com
Nvidia CEO Jensen Huang expressed concerns over the U.S. imposing AI semiconductor restrictions on China, suggesting that if the U.S. continues this path, Huawei could dominate the AI sector in China and potentially globally. Huang emphasized the importance of AI developers building on the American technology stack to ensure its global success, warning that excluding Chinese researchers could lead to the dominance of the Chinese technology stack. He also highlighted the potential long-term consequences of current U.S. export curbs and trade tensions with China.

In Europe, Huang praised the U.K. for its robust AI community and pledged Nvidia's investment in the country. He also recognized France's potential to export AI, positioning Europe as an independent market with significant potential in AI development. Huang noted that intelligence is foundational to every industry and predicted that the EU could become a substantial market for AI, given its reassessment of reliance on foreign technology firms.

Key takeaways:

  • Nvidia CEO Jensen Huang warns that if the U.S. continues to impose AI semiconductor restrictions on China, Huawei could dominate the AI chip market in China and beyond.
  • Huang emphasizes the importance of building on the American technology stack to maintain global leadership in AI, cautioning against losing access to Chinese AI researchers.
  • Trade tensions between the U.S. and China are escalating, with export curbs and visa revocations affecting the semiconductor and AI industries.
  • Huang highlights Europe's potential as an independent AI market, praising the U.K. and France for their AI capabilities and investment opportunities.
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