Overview

• Jensen Huang, Nvidia's CEO, praised Chinese AI researchers as world-class and integral to global AI advancements, including work at U.S. firms like OpenAI and Anthropic.
• Huang criticized the U.S. H20 GPU ban, which led to a $5.5 billion inventory write-off and $15 billion in lost sales for Nvidia, calling the policy deeply uninformed.
• Emerging Chinese AI models, such as those from DeepSeek and Manus, are seen as strong competitors to U.S.-developed systems, underscoring China's progress in AI innovation.
• The White House's May 12 rescindment of the AI Diffusion rule was welcomed by Huang, who argued that restrictive policies harm U.S. leadership in AI technology.
• Huang emphasized the importance of U.S. companies engaging in China's $50 billion AI market to drive growth, offset trade deficits, and create jobs.