NVIDIA CEO Highlights $50 Billion China AI Market Opportunity

NVIDIA CEO Jensen Huang recently projected that China's AI market could reach $50 billion within the next two to three years, emphasizing the significant economic opportunity for U.S. companies if export restrictions are eased. Huang warned that current U.S. policies preventing chip exports, such as NVIDIA's H20 chips, could result in multibillion-dollar losses and put American companies at a competitive disadvantage. He argued that participating in China's AI growth would boost U.S. revenues, taxes, and job creation. In related news, Huang received his first salary increase in a decade, with his total compensation for 2025 reaching $49.9 million, reflecting pay equity efforts and the company's dominant position in the AI chip market.