Jensen Huang Said Its China AI Business Was Dead. Reuters Just Found $3.2 Billion That Raises Questions
A 247wallst.com article by Rich Duprey weighs Jensen Huang's statement that NVIDIA's China market share fell from 95% to zero against a Reuters investigation finding over $3.2 billion in Chinese AI projects built around restricted NVIDIA chips. NVIDIA's guidance already assumes no China data center compute revenue, and the article argues any licensed reopening would raise export-control risk.
