Nvidia’s Jensen Huang says China may beat the US in the AI race
Nvidia CEO Jensen Huang cautioned that the United States could lose its artificial intelligence lead to China, citing lower electricity costs and lighter regulations.
In an interview with Financial Times, Huang said China’s cheaper energy - 30-50% lower, thanks to coal subsidies and faster nuclear development - and lighter regulations could help it surpass the US in AI.
Huang described China as "nanoseconds behind America in AI" and warned that a patchwork of new state rules in the U.S. could slow innovation. He contrasted that with energy subsidies in China that reduce power costs for training and running AI systems. The Nvidia co-founder believes it’s vital for America to win developers worldwide to race ahead.
He has continued to advocate for engagement with China’s software community. At Nvidia’s GTC event in Washington in October, Huang told attendees, “We want the world to be built on the American tech stack,” adding that access to Chinese developers remains important. In a later interview, Huang also said he hopes the company can “someday” sell its Blackwell AI chips to China.
As GNcrypto wrote previously, Nvidia’s market value topped $5 trillion after new AI deals and speculation that it could secure some Blackwell sales in China. At its Washington GTC event, the company showcased a system linking quantum computers, expanded its work with Uber, and prepared chip supply agreements with Samsung and Hyundai. The stock is up about 50% in 2025, and Nvidia’s share of AI accelerators for training and inference is estimated above 90%. Nvidia is currently the world’s most valuable public company.
The United States and China remain in a contest to lead AI as Washington tightens chip export rules and Beijing backs domestic capacity, including measures that lower data center power costs. States continue to advance new AI regulations, and federal officials are weighing further controls on high-end processors bound for China.
Author
Web3 writer and crypto HODLer with a keen interest in market trends and recent technologies.
