Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-11-21 04:33Core Insights - Nvidia's CEO Jensen Huang expressed concerns over U.S. export restrictions leading to a halt in chip sales to China, predicting zero sales for the next two quarters [1][3] - The Chinese AI chip market is currently valued at approximately $50 billion and could grow to $200 billion by the end of 2030, but U.S. companies are unable to participate due to restrictions [1][3] - Nvidia reported a record revenue of $57 billion for Q3, with a 62% year-over-year increase, but sales in China dropped significantly by 63% to $3 billion [1][4] Group 1 - Huang emphasized the importance of improving U.S.-China trade relations for maintaining U.S. competitiveness in the AI sector [3] - He noted that re-entering the Chinese market would benefit both the U.S. and China, enhancing the technological ecosystem in both countries [3][4] - Nvidia's CFO Colette Kress highlighted that geopolitical issues and fierce competition in China hindered the company from securing large orders from the region [4] Group 2 - Huang revealed that Nvidia's market share in China has plummeted from 95% to 0%, indicating a complete exit from the Chinese market [5] - There are mixed signals regarding U.S. legislation affecting Nvidia's ability to sell AI chips to China, with reports suggesting the White House is urging Congress to reject a bill that would restrict such sales [6] - However, despite some positive developments, there are still indications that the U.S. government will not allow Nvidia to sell its latest AI chips to China [6]