Nvidia will no longer include China in its near-term revenue and profit outlook due to stringent U.S. export restrictions, CEO Jensen Huang told CNN in Paris. When asked whether this week's trade negotiations in London might lead to easing the restrictions, Huang replied, “I’m not counting on that. If that does happen, that's a bonus.” He reiterated that Nvidia has informed investors its projections will no longer factor in the Chinese market.

The U.S. government has tightened restrictions to rein in China’s access to advanced American chip technology, aiming to prevent its use in producing semiconductors for the People's Liberation Army or artificial intelligence systems. This has directly hindered Nvidia, which had been poised to become a leading player in the global AI industry—an area that demands high-performance chips.

Despite a 69% year-over-year revenue increase in Q1 2025, Nvidia likely lost $2.5 billion in sales due to export restrictions on its H20 chip to China. Although the chip was designed to comply with U.S. regulations, it still required a special license. Nvidia also recorded a $4.5 billion inventory charge—lower than the expected $5.5 billion. Huang criticized the export policy, arguing that it fails to achieve its intended goals and ends up harming U.S. companies more than China.

Nvidia's role at the center of the U.S.-China technology rivalry has grown increasingly complex, particularly as Chinese companies like DeepSeek advance in AI. Some U.S. officials have proposed easing certain export restrictions, but high-performance AI chips remain tightly regulated.

Despite these challenges, Nvidia continues to expand rapidly. Huang announced that the company will build the world’s first cloud platform dedicated to industrial AI in Europe, with its Blackwell architecture powering future AI infrastructure projects across the continent.

정한선 강남포스트 학생기자  webmaster@ignnews.kr

<저작권자 © 강남포스트, 무단 전재 및 재배포 금지>