Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

Nvidia CEO Jensen Huang emphasized at the Milken Institute Global Conference that the U.S. should lead in AI technology, stating that China should not have access to Nvidia's latest AI GPU technology. Huang highlighted the economic benefits of American AI accelerators and their impact on national security. Despite previous approvals for sales to China, Nvidia has not shipped H200 processors to Chinese customers recently, with Huang mentioning a drop to zero percent market share in China. Nvidia's focus seems to be on selling more advanced Blackwell processors in the U.S. rather than Hopper GPUs to clients in China, potentially changing when production of Rubin GPUs increases.