2025-11-06 00:21:00
Nvidia CEO Jensen Huang has issued his starkest warning yet that the U.S. risks losing the artificial intelligence race to China, Axios reports. Speaking to the Financial Times (earlier headlines here) on the sidelines of an event in London, Huang said Beijing’s subsidies and pro-AI policies are outpacing Washington’s increasingly fragmented regulatory environment.
Huang cautioned that while U.S. states consider “50 new regulations,” China is actively lowering energy costs to accelerate AI computing. “China is going to win the AI race,” he told the FT. His remarks follow the Trump administration’s continued ban on exports of Nvidia’s most advanced chips to China, despite recent talks between Trump and President Xi Jinping.
Huang noted that roughly half of the world’s AI researchers and most of the leading open-source models are based in China — underscoring both the country’s talent strength and the importance of U.S. companies maintaining market access. Nvidia’s China business alone represents an estimated $50 billion opportunity.
The warning marks a sharper tone than Huang’s recent comments in Washington, where he urged U.S. policymakers to boost energy production and support AI developers to secure a lasting global lead.
