TECH NEWS – Nvidia is pessimistic about its business prospects in China’s artificial intelligence sector. If US export restrictions remain in place, the company will leave the region out of its results.

Due to the growing influence of U.S. export controls, Nvidia’s business in China is struggling compared to the rest of the world. The company has been banned from selling its high-end chips in the region, and even its lower-priced solutions, such as the H20 MI accelerator, are no longer available. As Nvidia’s prospects in China have dimmed, the company no longer views the country as a consistent business opportunity. Nvidia CEO Jensen Huang revealed that the company will not include China in its revenue projections unless US export controls are lifted.

Huang didn’t stop there. He also criticized US export controls, claiming the policy was ineffective. Earlier, Huang called the AI diffusion rule pointless. When restrictions on H20 sales were put in place, he opposed them as well. It seems that, when it comes to China, Nvidia wants full autonomy in the market. The region has contributed so much to the company’s revenues that, without it, the company would probably have to write off billions in profits.

Nvidia’s position against U.S. restrictions on China is straightforward. Without US technology, China could develop alternatives that could later challenge US global AI dominance. Meanwhile, providing Beijing with the computing power it needs would accelerate the country’s progress in AI. If China could develop models like DeepSeek R1 without supposedly having cutting-edge AI chips, then its potential to create something much better without US constraints is even greater.

For now, it doesn’t look like Nvidia will receive much regulatory relaxation from the Trump administration. After the recent Geneva agreement, US Commerce Secretary Howard Lutnick made it clear that high-end chips would not be given to China.

Source: WCCFTech, Reuters