英伟达中国市场份额从95%降至0%！

Core Viewpoint - The article discusses the significant impact of U.S. export controls on NVIDIA's market share in China, highlighting the potential consequences for both American companies and the Chinese AI market [1][3]. Group 1: NVIDIA's Market Position - NVIDIA's market share in high-end chips in China has plummeted from 95% to 0% due to U.S. export restrictions [1][3]. - The company has completely exited the Chinese market and is hopeful for policy adjustments to allow a return [3]. Group 2: Financial Impact - In Q2 of fiscal year 2026, NVIDIA reported revenues of $46.743 billion, with $2.769 billion coming from the Chinese market, a decline of nearly $900 million compared to $3.667 billion in Q2 of fiscal year 2025 [3][4]. Group 3: AI Market Insights - Huang Renxun stated that the Chinese AI market could reach approximately $50 billion in the next two to three years, indicating a significant opportunity for American companies [4]. - He emphasized that China possesses about 50% of the world's AI researchers and has a strong focus on AI development [3][5]. Group 4: Long-term Consequences - Huang Renxun warned that the absence from the Chinese market could lead to unpredictable but likely negative long-term consequences for American companies [5]. - He described China as a unique market with unparalleled vitality, innovation, and growth potential in the AI sector [5].