NVIDIA's CEO apparently believes that his company's chips have no usecase for China's military, claiming that Beijing has its own tech that is sufficient enough.
NVIDIA CEO Says That China's PLA Doesn't Need Their AI Chips, Instead, the Nation Relies on Their Own Solutions
It seems like Jensen is pushing the pedals when it comes to getting approval to sell NVIDIA's AI chips in China, since he has been voicing opposition to most of the justifications made by the Trump administration towards imposing export controls on Beijing. Now, in an interview with CNN (via Global Times), NVIDIA's CEO has revealed that China's PLA doesn't need NVIDIA's AI chips for their operations; instead, the nation has domestic solutions that are capable enough for the military's needs.
These statements come after the Trump administration revealed that China is using AI capabilities to enhance its military, particularly working with DeepSeek, which employs a vast arsenal of NVIDIA's AI chips. Artificial intelligence as a technology has become a matter of security for the likes of America and China, and both nations are in the race to integrate it in every aspect, whether for civil or military purposes. There's no denying that Beijing is looking for computing power, and that NVIDIA's chips do play a part in fulfilling that hunger.
There’s plenty of computing capacity in China already. If you just think about the number of supercomputers in China built by amazing Chinese engineers that are already in operation, they certainly don’t need Nvidia’s chips or American tech stacks in order to build their military.
NVIDIA's AI chips have become a debatable matter, especially with their access to global powers. America believes that by doing this, its dominance might be challenged. On the other hand, Beijing is using its own ways to get its hands on computing power, even if it means setting up intermediaries in Thailand or Malaysia or smuggling AI chips. The nation is allegedly building a massive hyperscale as well, consisting of 100,000+ NVIDIA's AI chips, but no one knows how they will get them. It seems like there are clear diversions, despite Jensen's claims.
Now, NVIDIA cannot ignore revenue from China at all since the company needs to meet its financial projections to keep the bandwagon up and running. The company plans to introduce a low-power Blackwell chip solution for the domestic market, mainly to cater to inference workloads, and Jensen's visit to China is all about getting the confidence of China's AI market.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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