# Nvidia CEO’s China stance shifts after 2025 export curbs

> Jensen Huang began praising China and criticizing US chip limits after Washington barred Nvidia’s China‑specific chip in early 2025.

Oossa · 2026-11-11 · https://oossa.com/en/nvidia-ceo-s-china-stance-shifts-after-2025-export-curbs

Semafor counted 42 podcast interviews Huang gave since 2022. After the US limited Nvidia’s China‑made chip in early 2025, his comments about China rose about sixfold. In 14 post‑curb talks he highlighted Chinese AI talent and warned that cutting off the market would let rivals fill the gap. He also cited the “American tech stack” 34 times since July 2025, urging developers worldwide to keep using US hardware.

## The facts

- 42 podcast interviews analyzed
- Mentions of China rose roughly sixfold after early‑2025 curbs

## Why it matters

If Nvidia reduces sales to China, US firms could lose market share to competitors, affecting global chip supply.

## Sources & references

1. [Tracking how Jensen Huang changed his stance on China](https://www.semafor.com/article/11/11/2026/tracking-how-jensen-huang-changed-his-stance-on-china) – Semafor, 2026-11-11

Last updated: 2026-11-11