Nvidia’s CEO, Jensen Huang, has openly acknowledged China’s growing strength in the global artificial intelligence (AI) race, stating that China and the United States are now “very close” in terms of AI capabilities. He emphasized that this is not a short sprint, but rather a “long-term, infinite race” in which technological leadership can shift quickly between competitors.
During a recent interview, Huang specifically called Chinese tech giant Huawei one of the world’s most formidable technology companies. He praised Huawei for its advancements in computing and networking technologies, describing the company’s rapid development as “remarkable” and “strategically significant.”
These comments from Huang come at a time when U.S. government policies continue to tighten export restrictions on advanced AI chips. One major impact of these restrictions includes Nvidia’s own high-end chip, the H20, which now requires special licensing for sales in China. As a result, Nvidia has warned of potential revenue losses reaching up to $5.5 billion due to blocked or delayed orders.
Despite these challenges, Huang remains optimistic about the United States’ potential to maintain a leadership position in AI. He called on policymakers to support the domestic AI industry with clear regulations, aggressive innovation strategies, and incentives for local chip manufacturing.
To reinforce its own commitment, Nvidia plans to invest $500 billion over the next five years to build AI chip production infrastructure inside the United States. This move aligns with national efforts to reduce reliance on foreign supply chains and reinforce technological sovereignty.
Huang’s remarks reflect growing concerns within the American tech industry over China’s accelerating progress in AI and chip development. The global race for AI dominance is no longer theoretical — it’s unfolding in real time, and companies like Nvidia are positioning themselves to lead through bold investments and international awareness.
