Jensen Huang, CEO of Nvidia, said at the Milken Institute Global Conference in Los Angeles that the company’s newest and most advanced artificial intelligence chips will not be supplied to China. He also urged Washington to avoid actions that would shut American semiconductor makers out of global markets, including China — a report in the Nikkei stated.
Huang argued that U.S. technology firms must remain competitive on world markets. He said that maintaining that presence boosts tax revenues, strengthens economic security, and ultimately contributes to national security. "We fully support the United States being first, the most, and the best," he said at the event.
Which chips are affected?
Nvidia unveiled its next-generation Vera Rubin AI platform at the GTC conference in San José in March. The company’s more advanced Blackwell and Rubin-class processors were not included in the arrangement that allowed certain models, notably the H200 GPUs, to be sold to China.
Last December, Donald Trump authorized sales of Nvidia H200 graphics processors to U.S.-approved Chinese buyers, reportedly on the condition that the U.S. government receive a 25 percent stake. Nvidia received an official export license for H200 models earlier this year; Huang said in March that Nvidia had already accepted orders for those chips from "numerous Chinese customers."
The H200 is a more advanced model than the H20 processor that Nvidia specifically designed for the Chinese market in response to U.S. export restrictions. Although Huang previously said Blackwell and Rubin chips could become available in China "over time," he has now given a clear negative on whether China will receive the company’s most advanced chips.
China’s decision and market balance
Chinese authorities are weighing what conditions and volumes to permit Nvidia products to be sold in China. Their decision must balance support for domestic chip development with the demand from Chinese technology companies for advanced hardware. Ultimately, shipments of H200 chips also depend on Beijing’s choices.
Political context
The article notes that Donald Trump announced he will visit Beijing on May 14 and 15, where he may discuss trade issues with President Xi Jinping. International politics and export control measures continue to shape the activities of companies such as Nvidia.
