Nvidia’s Huang sees no evidence of AI chip leakage to China

Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang pushed back on concerns that the company’s advanced artificial intelligence (AI) chips are being diverted to China, saying there is no evidence of such activity.

Speaking to Bloomberg News during a visit to Taipei, Huang emphasized the scale and complexity of Nvidia’s hardware, making it impractical to reroute discreetly.

“There’s no evidence of any AI chip diversion,” Huang said. “These are massive systems. The Grace Blackwell system is nearly two tons, and so you’re not going to be putting that in your pocket or your backpack anytime soon.”

He added that Nvidia’s customers are aware of export regulations and are committed to compliance.

“Everybody would like to continue to buy Nvidia technology. And so they monitor themselves very carefully and they’re quite careful about that.”

The comments come as the Biden administration’s export restrictions on high-end AI chips to China are set to be reversed by U.S. President Donald Trump.

The so-called AI diffusion rules were intended to curb indirect shipments of American technology into the Chinese market via third countries.

Trump’s decision to unwind those rules signals a significant policy shift aimed at broadening U.S. tech influence.

“Limiting American technology around the world is precisely wrong. It should be maximising American technology around the world.”

Nvidia’s systems, which include as many as 72 GPUs and 36 processors, are typically sold as complete integrated units costing millions of dollars, often to governments and major cloud providers like Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META).

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