Jensen Huang U-turns on China ahead of US in AI race claim, says vital that America wins
China is only nanoseconds behind the United States in the global race for advances in artificial intelligence (AI), Jensen Huang, Chief Executive Officer (CEO) of US-based artificial intelligence semiconductor chip maker Nvidia, said on Wednesday, November 5, 2025.
Jensen Huang also emphasized that it is important for the United States to win the global AI race by staying ahead of other nations and winning over developers around the world.
“As I have long said, China is nanoseconds behind America in AI. It is vital that America wins by racing ahead and winning over world-class developers,” Jensen Huang said in an official statement.
Jensen Huang’s approach to China
Nvidia CEO Jensen Huang’s statement came after he said China would overtake the United States to win the global artificial intelligence race, according to previous media reports.
“China will win the artificial intelligence race,” Huang said. Finance Times He comments on the global race to develop next-generation AI technology on the sidelines of the FT summit in London on Wednesday, November 5, 2025.
Huang also said Western nations, including the United States, are currently being held back by “cynicism” around AI, as the billionaire CEO called on the federal government to promote policies that would help America win against developers around the world.
China’s ban on foreign AI chips
According to a recent news Reuters According to the report, the Chinese government has issued a notice that data center projects receiving government funding will be required to use only domestic AI chips.
Authorities reportedly ordered the removal of all foreign-made chips from data centers, which are less than 30% complete, and the cancellation of plans to purchase chips from abroad.
Nvidia’s H20, B200 and H200 chips are among the chips currently used in Chinese data centers and will be banned from now on. The US-based chip manufacturing firm’s current market share in China has fallen to zero in 2022, compared to the previous level of 95%.
According to the agency’s report cited by people aware of the developments, the ban on foreign chips for projects in advanced stages will be decided on a case-by-case basis.
China’s move to switch to domestic semiconductor chips will likely boost sales of these components from local brands in the Asian country. However, this move also carries the risk of widening the technological gap between the US and China; China now aims to focus on domestic AI chip production and use.
