Nvidia CEO Jensen Huang says US must take China seriously on AI and chips
Nvidia chief Jensen Huang told Yahoo Finance reporter Deirdre Bosa at the GTC Berlin conference that the United States should treat China as a major rival in chips, artificial‑intelligence research and manufacturing. He warned that China can produce chips, open‑source AI models and train researchers at massive scale, and that under‑estimating this capability would be a mistake.
Key points
- Jensen Huang warned the US must treat China as a serious AI and chipmaking rival
- IDC reported Nvidia held 34% of China AI‑accelerator market H1 2026, Huawei 28%; Nvidia shipments fell 44% YoY to 678,000
- Eric Schmidt said China trails the US by about six months but could win with free, low‑cost AI models
An IDC analysis released earlier this month showed Nvidia held 34% of the Chinese AI‑accelerator market in the first half of 2026, ahead of Huawei’s 28%. Nvidia shipped 678,000 accelerators in China during that period, but shipments fell 44% from the same period a year earlier. Huang also reiterated his earlier view that American frontier labs and infrastructure remain the strongest globally. Former Google CEO Eric Schmidt added in a podcast that China trails the US by about six months but could gain ground with free, low‑cost AI models, especially in developing economies.
The story so far
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Nvidia CEO Jensen Huang Says US Must Take China ‘Seriously,’ Warns Against Underestimating Its AI and Chipmaking Prowess: ‘If There's One Country That Could Manufacture
finance.yahoo.com · 23 October 2026
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