- Nvidia’s market share in China fell from 95% to 0%, says CEO Jensen Huang
- Huang criticized policies for aiming to harm others, not support domestic ones
- $17 billion in Chinese revenue could be gone for Nvidia
Nvidia CEO Jensen Huang has revealed that the company’s 95% market share in China has virtually disappeared by 2025, with Nvidia now losing to every other contender.
US export controls and Chinese bonds on Nvidia’s chips, including the H100, A100 and now H20 GPUs, have effectively prevented Nvidia, the world’s most valuable company, from selling flagship technology in large quantities.
Under the current conditions, Nvidia has become unable to sell GPUs in mainland China, which spells disaster not only for the company but also for the US economy.
Nvidia has lost all of its Chinese market share
“We went from 95% market share to 0%, and so I can’t imagine any politicians thinking it’s a good idea that whatever policy we implemented caused America to lose one of the biggest markets in the world,” Huang said in an interview with Citadel Securities.
The leader explained that politicians should consider policies that are good for America rather than those that are “harmful to other people.”
By September 2025, Nvidia had received partial permission from the US government to resume sales in China, but it would have to lose 15% of its revenue. At the time, it emerged that China’s competition authority would launch an investigation into Nvidia.
Nvidia also noted that it incurred $4.5 billion in fees related to the US ban on H20 exports to China during the first fiscal quarter of 2026. “There were no H20 sales to China-based customers in the second quarter,” Nvidia stated in an SEC filing.
In the previous full fiscal year, Nvidia generated $17 billion in revenue from China alone – full company revenue was $130.5 billion, up 114% from the previous year.
Describing China as the second-largest computer market in the world, Huang added, “I think it’s a mistake that the United States is not participating.”
“So hopefully we will continue to explain and inform and hold out hope for a change in policy,” he added.
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