China Set to Outpace US in AI Race, Says Nvidia’s Jensen Huang

Nvidia CEO Jensen Huang has warned that China is likely to overtake the United States in the global artificial intelligence (AI) race. Speaking at the Financial Times Future of AI Summit, Huang said the U.S. risks losing ground due to restrictive policies that limit access to global developers.

“China is going to win the AI race,” Huang told the Financial Times, adding that the U.S. approach of isolating developers could backfire. “A policy that causes America to lose half of the world’s AI developers is not beneficial in the long term,” he said.

His remarks come as tensions rise between Washington and Beijing over access to advanced semiconductors. U.S. export restrictions have blocked Nvidia from selling its most powerful chips to China, one of its largest markets.

• Nvidia CEO Jensen Huang warns China poised to lead global AI race
• Huang says U.S. risks falling behind China amid AI export curbs
• Nvidia chief urges collaboration as U.S.–China AI rivalry intensifies

Huang noted that while the U.S. still leads in AI research and infrastructure, it must focus on collaboration instead of isolation. “America should win by competing harder and attracting developers worldwide,” he said.

The comments follow recent signals from the Trump administration about tighter export controls on Nvidia’s new “Blackwell” chips, prioritizing domestic supply. Huang suggested such limits could slow U.S. progress if they prevent global adoption of American technology.

Also Read: IAEA Urges Iran to Boost Nuclear Transparency Cooperation

As the two nations push for AI dominance, analysts say the balance will depend on how the U.S. manages its policies — promoting innovation while protecting its strategic interests.