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nvidia ceo jensen huang (screenshot from video)

titanium media app news on september 28,jensen huang, founder and ceo of the american ai chip giant nvidia, responded to the topic of u.s. chip export controls to china this morning, saying that nvidia fully complies with the policies and regulations being implemented, while doing its best to serve the chinese market and get involved in the competition. and this policymaking needs to be left to the u.s. government, which understands the balance between national security and the prosperity of u.s. technology around the world.

huang renxun emphasized that nvidia is an american company, and the u.s. government and administrative departments want to see us succeed.

"we have not announced our future products yet, but the first thing we must do is fully comply with the policies and regulations that are being implemented. at the same time, do our best to compete in the markets we serve. there are many who rely on us there. customers, we're going to try to support them. we have to leave all the policymaking to the government. they understand the balance between national security and the prosperity of american technology around the world. it's good for the united states. it's amazing that the world is built on american technology standards. nvidia is an american company and our government and administration want to see us succeed. so finding the right balance is very difficult, but they do it. very good. my focus is on building our company and i believe they will do what is best for our country."

it is reported that on october 17, 2023, the u.s. department of commerce’s bureau of industry and security (bis) issued new export control regulations for chips, imposing new export controls on semiconductor products including nvidia’s high-performance ai chips; the restrictions have been it came into effect on october 23 last year. nvidia’s filings with the u.s. sec show that the banned products that take effect immediately include ai chips such as a800, h800 and l40s.

at the end of 2023, nvidia will supply customized versions of h20 products to the chinese market. previously, nvidia had shipped a800, h800 and other products to the chinese market to comply with the requirements of u.s. semiconductor export controls. currently, nvidia occupies more than 90% of the global ai computing power chip market, and its share of the training chip market is as high as 98%. it is a must-use computing power product for large-scale ai model companies at home and abroad.

therefore, due to the impact of the united states' upgraded export controls, nvidia's revenue from chinese customers in the data center business has dropped from 19% in fiscal 2023 to a mid-single-digit percentage in fiscal 2024.

tmtpost app editors calculated nvidia's total revenue from mainland china and hong kong in each quarter as a share of global revenue, showing that the chinese market is crucial to nvidia. in the latest second quarter of fiscal year 2025, 12% of nvidia’s revenue (approximately us$3.7 billion) came from the chinese market, a year-on-year increase of more than 30%.

at the financial report meeting in august this year, nvidia cfo colette kress said that the data center business revenue from china increased month-on-month in the quarter. the chinese market is still an important contributor to nvidia's data center business, but the proportion is lower than before export controls. level, nvidia's competition in china will also be fierce.

in response to earlier news that some manufacturers have been unable to place orders for nvidia's china-customized h20 chips, the arrival during the year has exceeded the full-year shipment expectations of approximately 400,000 chips.on the evening of september 20, nvidia responded to tmtpost app and said: "we do not comment on rumors."

the latest financial report shows that in the second quarter of fiscal year 2025, nvidia’s revenue was us$30 billion, a year-on-year increase of 122%; net profit was us$16.599 billion, a year-on-year increase of 168%. among them, the data center business revenue increased by 154% year-on-year, which was better than other businesses, driving the overall revenue share to nearly 88%. according to a trendforce consulting report, it is expected that nearly 90% of nvidia's gpu product line in 2024 will belong to the hopper platform, including h100, h200, h20, and gh200 solutions, mainly targeting the hpc (high-performance computing) specific application ai market, while h200 gpu will become nvidia's main supplier after the third quarter of 2024.

huang renxun also pointed out that nuclear energy is a good choice for the renewable energy required by more and more data centers. “nuclear energy is a great energy source and one of the sustainable energy sources. nuclear energy will not be the only one. energy. we need a variety of energy sources and balance the availability and cost of energy with sustainability to do the work of training and running ai software faster.”

huang jenxun emphasized that nvidia will continue to "fully comply" with the u.s. government's trade regulations. he bluntly said that the chip industry chain is still globalized, and u.s. chip manufacturers still have at least 10 to 20 years before the supply chain becomes independent.