Posted on 10/20/2025 9:44:27 AM PDT by SeekAndFind
Nvidia, the American semiconductor giant, has seen its dominance in China’s advanced chip market vanish, with its market share dropping from 95% to Zero due to stringent US export controls, according to CEO Jensen Huang. Speaking at a Citadel Securities event in New York earlier this month, Huang revealed that Nvidia is completely barred from selling its high-performance AI chips, including the A100, H100, and H200 models, to Chinese companies since restrictions began in 2022.
A video of the interview was released recently. Huang expressed hope for a policy shift, stating, “We will continue to explain and inform and hold on to hope for a change in policy.” He emphasized that Nvidia’s exclusion from China not only harms the company but also has broader implications for both China and the U.S. “What harms China could oftentimes also harm America, and even worse,” Huang said. He further highlighted China’s significant role in global AI development, with roughly 50% of the world’s AI researchers.
Despite receiving US approval to sell a less powerful H20 chip tailored for the Chinese market, Nvidia faces further challenges. Chinese authorities launched a security investigation into the H20, and local clients were advised to avoid the product, further limiting Nvidia’s foothold. Huang warned that excluding Nvidia from China risks ceding the market to domestic competitors like Huawei Technologies, which recently unveiled an ambitious AI chip roadmap.
(Excerpt) Read more at msn.com ...
Jensen sounds like a Danish first name doesn’t it? But maybe it is Jin Song Wang. Not as European for sure. I’m not saying, I’m just saying.
I will always be grateful to Nixon for his Operation Linebacker II (bombing of Hanoi and mining of Haiphong harbor) but the EPA, price controls...taking us off the gold standard, those were not conservative moves at all. (I don’t blame Nixon for his overtures to China...that was an appropriate geopolitical move at that point in the Cold War which he was pursuing as a counterweight to the USSR.)
As for the intellectual capacity in our industrial base, I believe Trump is on the right track with respect to foreign investment in this country. A good example that is our shipbuilding capability. It is anemic to say the best, and we need a minimum of two additional shipyards to service our fleet.
But if we build them, where are we going to get skilled shipbuilders to manage them? A fair question.
If Korea does invest in shipbuilding in the continental United States (as they are pledged to do) they are going to hire Americans to work at those shipyards, and that will increase our intellectual capacity, who can work at new American shipyards.
Other industries can have a similar path to rebuild.
The way I see it, we didn’t lose our industrial base overnight, and we won’t get it back overnight, but we need to try, and Trump is the only one who seems to have taken the bull by the horns on this.
It may already be too late. But darn, we absolutely should try. We have to shake off the environmentalists and legal challenges to be able to do it, though, with energy, mineral exploration and exploitation. In this world, we simply cannot be beholden to a country that is our enemy.
We have to try!
Absolutely correct there.
It may already be too late. But darn, we absolutely should try. We have to shake off the environmentalists and legal challenges to be able to do it, though, with energy, mineral exploration and exploitation. In this world, we simply cannot be beholden to a country that is our enemy.
I gave up a successful engineering career 25 years ago to do something serious about defining new policy to undo the industrial wreckage the environmental move-mint has wrought. That was < ahref=my first book. What I didn't anticipate was how terribly destructive their "environmental" policies are to the environment (although I did understand what they were doing to forests). I have spent 25 years full-time proving its antithesis for those reasons. I have documented that work in my third book, Wildergarten.
In recent years I have rediscovered in the teachings of a linguistically accurate understanding of the Biblical Sabbath for the Land and then Genesis 4 (the current thesis is far from linguistically correct) the need for a quasi pastoralist industry in land management. The teachings of that chapter have proven themselves repeatedly from the desertification of the Sahara 7,000 years ago to the melting of the permafrost today.
I can see we are simpatico on some of these issues.
Absolutely a pleasure having discourse with you, FRiend.
No, and thus the reason for my statement
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