Nvidia CEO Jensen Huang, in some leaked comments, didn’t mince words: U.S. export bans aren’t hobbling China’s AI game - they’re fueling it.
He pointed to Huawei’s 910C chip edging close to H100 territory, a forecast putting China ahead in AI compute by 2027, and a fast-growing local chip industry now covering 65% of its own AI needs.
System shift: The export crackdown spawned a whole new ecosystem in China - custom chips, homegrown frameworks, and a swelling pool of domestic talent. A second AI stack is coming online, and it doesn't need the West.
