Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker’s data center revenue

Nvidia CEO Jensen Huang said last week that the company’s share of China’s advanced AI accelerator market has collapsed from roughly 95% to zero as US export controls continue to bite. The comment came during a live interview at Citadel Securities’ Future of Global Markets 2025 event in New York on October 6, in which Huang said, “At the moment, we are 100% out of China,” adding, “We went from 95% market share to 0%.”

A full video of the interview was published on YouTube this week by…