At Nvidia's GTC Berlin conference, CEO Jensen Huang said the US must take China seriously as a rival in chips, AI and research, calling it the one country that could manufacture things at scale. He argued that American frontier labs, computing systems and infrastructure remain the strongest in the world. According to an IDC analysis, Nvidia held 34% of China's AI accelerator market in the first half of 2026 versus 28% for Huawei, but its shipments there fell 44% year-on-year to 678,000 accelerators. Earlier, Huang urged the US to embrace rather than ban China's open-source AI models, arguing they could expand AI adoption without threatening closed-model providers such as OpenAI and Anthropic.
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NVDAChinasemiconductorsartificial intelligence
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/22/2026 | 212.21 |
| Change that session | -4.40% |
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