Nvidia CEO Calls China Ban On AI Chips 'Disappointing,' Tells Analysts To Exclude China From Forecasts Amid Uncertain Policy

Nvidia CEO Jensen Huang addressed reports that China has banned its AI chips, including the H20, according to CNBC. Huang called the move “disappointing” but acknowledged the broader geopolitical tensions between Washington and Beijing. Speaking at a press briefing in London, Huang said the company has told analysts not to include China in forecasts as U.S. and Chinese policies will dictate access. The Financial Times reported that China’s Cyberspace Administration instructed firms like ByteDance and Alibaba to avoid Nvidia chips, representing another setback after U.S. export restrictions. Huang, traveling with Trump on a U.K. state visit, also announced a $15 billion U.K. AI investment. He emphasized China’s importance and said Nvidia will continue to support both U.S. and Chinese governments as they navigate policy disputes.