Why Nvidia’s CEO Jensen Huang is nervous about this Chinese AI threat

The landscape of artificial intelligence (AI) hardware is undergoing a significant shift as Chinese technology companies ramp up efforts to challenge Nvidia’s long-standing dominance in the AI chip market. Nvidia, known for its cutting-edge graphics processing units (GPUs) that power some of the world’s most advanced AI systems, has seen its market leadership come under increasing pressure from emerging Chinese players. Recent moves by companies like DeepSeek and Huawei have not only caused jitters among investors but have also prompted Nvidia CEO Jensen Huang to raise concerns about the long-term impact on US technological leadership.

Nvidia’s AI leadership tested as China joins the chip race