Nvidia CEO Doubles Down: China Still Blocked from Blackwell AI Chips in 2025

Geopolitics trumps silicon—again. Nvidia’s cutting-edge Blackwell AI processors remain verboten for Chinese firms, CEO Jensen Huang confirms. Another win for US export controls, another headache for Beijing’s tech ambitions.

The Great AI Chip Divide

While Wall Street bets billions on generative AI, China’s left playing catch-up with last-gen hardware. Huang’s stance? No ambiguity: ‘We follow the rules.’ Meanwhile, Alibaba and Tencent scramble for workarounds—because nothing says ‘innovation’ like smuggling GPUs through shell companies.

Finance Bonus Jab

Goldman Sachs analysts still rate Nvidia a ‘strong buy.’ Because nothing fuels returns like artificial scarcity and a $2 trillion cold war.

Huang continues world tour as Nvidia leads AI race

The company has added about $1 trillion to its market cap within a few months, becoming the first $5 trillion company in history.

Even though the stock has lost momentum recently, Nvidia still ranks as the most valuable company in the world, ahead of Apple and Microsoft.

Jensen is working to widen the use of AI hardware and reduce fear that the current wave of investment might FORM a bubble.

Many firms are building data centers and buying specialized chips, and Huang wants to show that the spending will produce real results.

At the same time, competition is growing. Advanced Micro Devices (AMD) and Broadcom are both developing their own hardware to profit from the AI boom.

These companies are aiming at the same corporate buyers looking to deploy faster training systems and large‑scale computing clusters.

Nvidia remains blocked from selling high‑end AI chips in China. A recent trade agreement between the U.S. and China did not include approval for Blackwell chip sales. Officials in the TRUMP administration have said that allowing such shipments is not being considered at this time.

During an earnings call in August, Jensen explained that if the chips could be shipped into the Chinese market, the company could pursue a $50 billion opportunity. He said demand for AI computing in China is growing fast, at a rate of about 50% per year.

The setback has led to concerns among investors on Wall Street.

Some are worried that heavy spending on hardware, data centers, and AI infrastructure may not deliver new revenue large enough to justify the investments.

They fear that the expectations placed on AI systems may be ahead of real commercial results, especially with major markets such as China not currently available for Nvidia’s strongest chips.

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