NVDA: Nvidia CEO Jensen Huang Says China 'Nanoseconds' Behind U.S. in AI Race

This article first appeared on GuruFocus.

Nvidia (NASDAQ:NVDA) CEO Jensen Huang softened his earlier remark that China is going to win the AI race, saying instead that China is only nanoseconds behind the U.S.

Huang made the original comment at an event and told the Financial Times that lower energy costs and looser AI rules give China advantages. That line drew immediate attention and prompted a follow-up clarification on X, where Huang wrote: As I have long said, China is nanoseconds behind America in AI.

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The clarification framed a broader message: Huang said he wants the U.S. to lead and urged more optimism about American innovation. He added that policies that push developers away could ultimately harm U.S. technology leadership.

The remarks come as Beijing tightens controls on foreign AI chips and encourages local sourcing. Nvidia has faced export limits that constrain shipments to China, a major market for AI computing.

Investors and policymakers will likely watch how Huang balances commercial access and geopolitical constraints.

For Nvidia, maintaining developer momentum worldwide, while navigating trade rules and local competition, is central to its AI strategy and long-term growth prospects.

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