Nvidia CEO Jensen Huang reportedly told the Financial Times that China is positioned to win the AI race due to lower energy costs and fewer regulatory barriers. The comments, made during the FT’s Future of AI Summit, prompted questions about U.S. competitiveness in advanced AI technology. Hours later, Nvidia released a statement from Huang emphasizing that China remains “nanoseconds behind America in AI” and that the United States must continue pushing ahead to maintain leadership.
Huang has argued that U.S. dominance depends on keeping developers tied to Nvidia’s AI processors. His stance has influenced discussions on export restrictions affecting sales to China. Although the U.S. agreed to ease some limits earlier this year, China has since halted Nvidia’s market access during a national security review, reducing the company’s local share to zero.
Huang has also warned that Western regulatory burdens could slow AI progress, contrasting them with China’s support for local development. The uncertainty around market access and policy direction continues to shape Nvidia’s position in the global AI landscape.
