NVIDIA CEO Jensen Huang says the company’s most advanced AI chips, including Blackwell and Rubin, should not be made available to China. His position is that the United States should get NVIDIA’s newest and strongest technology first because NVIDIA is an American company.

At the same time, Huang argues that American companies still need to compete globally. In his view, exports help U.S. companies grow revenue, increase tax income, and strengthen national security through economic strength.

NVIDIA wants a U.S. lead, but not a full retreat from global markets

Huang’s point is more nuanced than a full ban on all exports. He says China should not receive the latest and greatest NVIDIA chips. But he also believes American technology companies should keep competing around the world instead of abandoning major markets completely.

This follows years of U.S. export controls that started affecting NVIDIA during the Hopper era and have continued into Blackwell. The restrictions are meant to keep the most powerful AI hardware away from Chinese firms while preserving America’s lead in AI infrastructure.

The China market has become much harder for NVIDIA. Huang recently said NVIDIA’s official share in China has dropped to zero, while Chinese companies are turning more toward domestic AI hardware suppliers such as Huawei.

NVIDIA was reportedly allowed to sell H200 chips to China under conditions that would send 25% of sales to the U.S. government, but Huang says the company has not shipped any H200 units there.

The bigger question is whether NVIDIA can keep a global business while U.S. rules limit what it can sell in one of the world’s largest AI markets. A heavily cut down Blackwell variant could be one path, but the report says those plans have not moved forward clearly.

For now, NVIDIA’s position is clear. The U.S. should keep first access to the most advanced AI chips, but American companies should still fight for global customers where rules allow it.