Overview

• Nvidia has announced plans to establish a research and development center in Shanghai, staffed by local talent to create AI solutions tailored to the Chinese market.
• The company confirmed that no core GPU designs or production processes will be transferred to China, ensuring compliance with U.S. export regulations.
• CEO Jensen Huang emphasized the importance of maintaining a presence in China, warning that competitors like Huawei could dominate if Nvidia exits the market.
• Nvidia continues to supply China with export-compliant L20 AI chips and is preparing new Hopper and Blackwell variants under U.S. restrictions.
• China’s AI market, estimated to reach $50 billion in the next two to three years, remains a critical revenue driver for Nvidia despite geopolitical and regulatory challenges.