By Blocking China, U.S. Risks Losing AI Standard-Setting to Huawei, Nvidia Warns

Nvidia’s Jensen Huang says the real danger in cutting off U.S. chip exports isn’t lost sales—it’s ceding global AI standards to China.

Speaking at Milken and to CNBC, Huang emphasized the magnitude of the China AI opportunity: it’s not just another market, it’s a platform war. Missing out would cost “not a plane—but the entire Boeing.”

Meanwhile, China’s Huawei is gaining momentum: its Ascend AI processors—though a generation behind—are improving rapidly via cluster computing strategies. With the U.S. out of the picture, Huawei could shape AI architecture domestically and internationally.

Huang opposes reliance on fragmented hardware standards. He warns that without U.S. involvement, China’s AI stack will become entrenched: “If the U.S. doesn’t participate…Huawei has got everybody else covered.”

To prevent ceding this territory, Nvidia is advocating for U.S. to rethink export policy, while simultaneously building local manufacturing and a regional AI ecosystem rooted in American standards and talent.