Nvidia’s CEO has voiced frustration following reports that China may move forward with restrictions on the use of foreign-made AI chips. The decision, if confirmed, could significantly impact Nvidia’s strong market presence in the region, where demand for high-performance GPUs has surged alongside the AI boom.

China’s Reported Restrictions and Market Impact

According to emerging reports, Beijing is considering tighter controls on chips from foreign companies, including Nvidia. The move is believed to be a direct response to ongoing US export curbs on advanced semiconductors and AI technologies, escalating the tech rivalry between the two largest economies.

Nvidia’s Heavy Reliance on China

China represents a major portion of Nvidia’s global revenue. The company has already faced hurdles after the US government imposed restrictions on the export of its top-tier AI chips, such as the A100 and H100. Nvidia introduced modified versions to comply with US rules, but a full ban from China could severely affect its sales outlook.

CEO’s Concerns and Strategic Outlook

Nvidia’s leadership has expressed disappointment over the potential ban, highlighting that restrictions on AI hardware could slow innovation and damage cross-border collaborations in technology. The CEO emphasized the company’s commitment to working with regulators while continuing to develop solutions that meet both compliance and market demand.

Broader Geopolitical Implications

The reported move reflects the intensifying semiconductor war between Washington and Beijing, with each side attempting to secure dominance in AI and supercomputing. Analysts warn that further restrictions could fragment the global AI supply chain, affecting not only Nvidia but also cloud providers, research institutions, and tech startups.