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黄仁勋:我们已100%退出中国市场!
Xin Lang Cai Jing· 2025-10-27 18:23
Core Viewpoint - Nvidia's CEO Jensen Huang stated that the company's market share in China's advanced AI accelerator market has plummeted from approximately 95% to 0% due to ongoing U.S. export controls [1][3]. Group 1: Market Impact - Nvidia has officially exited the Chinese market, with Huang indicating that the company's market share has dropped to zero [1][3]. - The data center GPU product line, which is likely the focus of Huang's comments, has completely lost its presence in China [1]. - Prior to the export restrictions, the Chinese market contributed 20% to 25% of Nvidia's data center business revenue [3]. Group 2: Financial Performance - Nvidia's data center business revenue exceeded $41 billion, reflecting a year-over-year growth of 56% [3]. - The revenue figures include contributions from various cloud service customers, with AI infrastructure being a key growth driver [3]. Group 3: Future Outlook - Huang expressed skepticism about any policy changes that could positively impact Nvidia's return to the Chinese market, stating that the company has effectively excluded China from its business forecasts [4]. - The ongoing export restrictions are leading to a fragmentation of the AI industry, with Chinese tech companies increasingly turning to domestic chips and alternative hardware [3].