Bloomberg Technology Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
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May 29, 2025 
Jensen Huang, CEO of NVIDIA and a visionary in AI and graphics technology, joins the discussion to address the challenges and opportunities facing his company. He reveals how NVIDIA surpassed earnings expectations despite a significant loss of $8 billion in China. The conversation dives into the competitive landscape with rivals like Huawei, the impact of U.S. tech policies, and the optimistic growth trajectory for AI. Huang also shares insights on the company's innovative approaches to domestic production and the future of AI technology globally.
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China Export Ban's Revenue Impact
- NVIDIA lost $8 billion revenue due to China chip export restrictions, impacting its China market deeply.
- Despite this, other parts of the business, especially new chips, performed strongly to offset losses.
Nvidia's Stance on China Access
- Nvidia CEO Jensen Huang publicly lobbies US to ease China restrictions to remain competitive in AI.
- He warns China will advance AI with or without Nvidia technology and US participation.
AI Growth Offsets China Uncertainty
- Nvidia expects very strong long-term AI demand despite uncertain China access.
- Investors see AI growth as a key driver, but details on China remain limited.