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Tom’s Hardware
Tom’s Hardware
Technology
Luke James

Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker's data center revenue

Nvidia Jensen Huang China United States Citadel Securities
Jensen Huang is interviewed at a Citadel Securities event.

Nvidia CEO Jensen Huang said last week that the company’s share of China’s advanced AI accelerator market has collapsed from roughly 95% to zero as US export controls continue to bite. The comment came during a live interview at Citadel Securities’ Future of Global Markets 2025 event in New York on October 6, in which Huang said, “At the moment, we are 100% out of China,” adding, “We went from 95% market share to 0%.”

A full video of the interview was published on YouTube this week by Citadel Securities and marks the first time Nvidia has publicly quantified the scale of its retreat. Huang didn’t name specific products, but his remarks point squarely to Nvidia’s data center GPU line, which has faced rolling waves of export restrictions since October 2022. The company’s China-focused A800 and H800 parts were rendered noncompliant by export prohibitions in 2023, while a newer design — the H20 — has faced licensing hurdles of its own.

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