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Nvidia’s Huang Says China’s Military ‘Can’t Rely on US Tech’

Nvidia founder Jensen Huang says chip curbs may be counterproductive after US senators urge him to avoid military firms on this trip to China this week


Nvidia CEO Jensen Huang addresses the CES convention in Las Vegas on January 6, 2025. He unveiled new chips, software and services, reinforcing Nvidia’s leadership in artificial intelligence computing and its continued innovation (Artur Widak/ NurPhoto, Reuters).

 

Nvidia CEO Jensen Huang has sought to reassure US officials and citizens concerned about China misappropriating his company’s advanced chips on the eve of his second trip to the country this year.

In an interview with CNN, Huang said that people in America “don’t have to worry about” the Chinese military ramping up their weaponry with US technology, such as Nvidia’s advanced chips.

“We don’t have to worry about that because the Chinese military – no different to the American military – will not seek to build on top of each other’s technology. They simply can’t rely on it. It could, of course, be limited at any time,” he said, adding “not to mention that there’s plenty of computing capacity in China already in operation.

 

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“If you just think about the number of supercomputers that are already in China, built by amazing Chinese engineers. They don’t need Nvidia’s chips or American tech stack in order to build their military.”

Asked by CNN’s Fareed Zakaria “does it matter” which country wins the fiercely contested tech race? Huang said: “In the final analysis, I don’t think it does.”

But the founder of Nvidia, which last week became the world’s first company to be valued at $4 trillion, felt it was core to the American spirit to want to be the world’s best in computing technology.

“The computing industry is one of America’s national treasures. There is little doubt that this industry, that I’m part of, is the world’s best. And the computer industry is the industry by which every industry in the world is built on.”

The Nvidia boss agreed with a remark by Microsoft founder Bill Gates that curbs put on advanced AI chips may have been counterproductive, because it drove China to compete more aggressively to develop its own chips to compete with America’s “tech stack.”

He noted that, in the same way, the US government was recently forced to ramp up production of rare earth magnets because of restrictions imposed by Beijing in April.

Huang said China and the US were competitors, but the two countries were “highly interdependent – to the extent that we can both compete and aspire to win.

“It is fine to respect our competitors – they’re not doing anything that we don’t want for our people .. they’re not doing anything that we don’t aspire for ourselves. And so we ought to go and compete and race fast.”

 

This chart shows the market cap of Nvidia as of July 3, 2025, compared with values on Elon Musk’s net worth, the 2035 climate finance goal, the UK’s economy and the US fiscal deficit in 2024.

 

US senators: ‘Don’t meet chip cheats’

Huang’s interview with CNN came just after a pair of US senators wrote to him about his trip to China this week and warned him to refrain from meeting with companies that are suspected of undermining US chip export controls.

The letter from Republican Senator Jim Banks and Democratic Senator Elizabeth Warren asked Huang to abstain from meeting with representatives of companies that work with China’s military or intelligence bodies and are named on the US restricted export list, Reuters said.

“We are worried that your trip to the PRC could legitimize companies that cooperate closely with the Chinese military or involve discussing exploitable gaps in US export controls,” the senators wrote.

An Nvidia spokesperson said: “American wins” when its technology sets “the global standard,” and that China has one of the largest bodies of software developers in the world. AI software “should run best on the US technology stack, encouraging nations worldwide to choose America,” the spokesperson said.

In May at the Computex trade show in Taipei, Huang praised President Donald Trump’s decision to scrap some artificial intelligence chip export controls and described the diffusion rules as a failure.

US restrictions in April on AI chips Nvidia modified to comply with export controls to China would reduce Nvidia’s revenue by $15 billion, the CEO said.

The hardware necessary to power advanced AI is now subject to a bipartisan consensus related to the free export of such hardware, the senators wrote. Advanced AI hardware could “accelerate the PRC’s effort to modernize its military,” the letter reads.

US lawmakers have grown increasingly concerned about efforts to circumvent export controls to China and proposed a law that would force AI chip companies to verify the location of their products.

Last month, Reuters reported that a senior US official said the AI firm DeepSeek is aiding China’s military and intelligence operations, and sought to use shell companies to circumvent US AI chip export controls to China.

Nvidia plans to launch a cheaper version of its flagship Blackwell AI chips for China, it was reported in May.

 

  • Jim Pollard with Reuters

 

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Jim Pollard

Jim Pollard is an Australian journalist based in Thailand since 1999. He worked for News Ltd papers in Sydney, Perth, London and Melbourne before travelling through SE Asia in the late 90s. He was a senior editor at The Nation for 17+ years.