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Nvidia's Jensen Huang admits that the company's market share in China's AI accelerator market is declining sharply.
He stated that abandoning a large and complete market like China may not be very strategic.
Therefore, he believes that the previous US export control policies on chips to China have backfired.
Allowing US chip companies and other US companies to continue operating in China is very meaningful.
Earlier this year, Bernstein predicted that Nvidia's share of the Chinese AI GPU market may have decreased from 66% in 2024 to 54%, as domestic Chinese chip manufacturers are accelerating to capture the market share lost by Nvidia. #Gate广场五月交易分享