Jensen Huang straightforwardly said: Wait for the U.S. to use the best, then sell the second-best to China.

[Writer/Observer Network Liu Bai] With a strong desire to return to the Chinese market, Nvidia CEO Jensen Huang keeps calculating.

According to the U.S. digital media Punchbowl News, in an interview on March 19 local time, he plans to apply to sell Blackwell to China after U.S. companies use the most advanced chip, Vera Rubin, to ensure Nvidia’s market dominance.

On March 16, in San Jose, California, Nvidia CEO Jensen Huang attended the Nvidia GTC Global AI Conference with SK Group Chairman Chey Tae-won. IC Photo

In January, Huang stated that to remain competitive in China, Nvidia needs to timely launch more advanced products, including Blackwell and Rubin generation chips.

On the 18th, he hinted that the company is restarting production of the H200 AI accelerator for Chinese customers.

“We have obtained sales permits for many customers in China and have received purchase orders from multiple clients, and we are currently restarting production,” he said at the annual GTC conference. “Our supply chain is operating at full capacity.”

Analysts pointed out that previously, the hawkish U.S. Congress had warned the Trump administration to slow down the approval process for H200 sales to China, hoping to delay shipments. Now that H200 orders are about to be fulfilled, they will undoubtedly be dissatisfied, and Huang’s next steps will likely fuel their anger.

In this interview, Huang stated that he plans to strongly advocate to the U.S. government early next year to allow Nvidia to sell Blackwell to China—this chip is more advanced than H200, but Trump has yet to relent.

Huang indicated that this move is aimed at preserving Nvidia’s competitiveness in China as Chinese companies accelerate the development of their own AI chips. He will make this request after Nvidia launches the most advanced Vera Rubin chip in the second half of the year.

“Once all U.S. companies are using Vera Rubin, we should consider allowing Blackwell to enter the Chinese market for competition,” Huang said.

He emphasized that China is the world’s second-largest AI market, and the U.S. must maintain its competitiveness in China to solidify its global dominance in the AI field.

Huang also revealed that U.S. Secretary of Commerce Gina Raimondo shared the same view in a closed-door meeting in San Jose this week, believing that U.S. technology should spread globally.

Currently, Chinese companies are striving to launch domestic AI chips to replace Nvidia and capture the market share that Nvidia once dominated.

White House AI chief David Sachs candidly told Bloomberg that China rejected the U.S. H200 chips, “clearly they don’t want these, and I think the reason is that they want to achieve semiconductor independence.”

In response to the U.S. allowing the H200 chip, Foreign Ministry spokesperson Guo Jia-kun stated that China has consistently advocated for mutual benefit and win-win cooperation between China and the U.S.

This article is an exclusive piece from Observer Network and may not be reproduced without authorization.