Nvidia CEO on China: I ask investors to expect nothing and let things work out in due time

Summary

Jensen Huang discusses China and H200 sales, saying he has no expectation for approval and advises investors to expect nothing. He notes strong demand in China but acknowledges that Nvidia has largely conceded the market to local Chinese chip companies like Huawei. The tension between protecting local companies and openness will resolve over time.

• Jensen Huang responds to question about China H200 sales.
• He says he has no expectation and asks investors to expect nothing.
• Demand for AI in China is large.
• Huawei had a record year and is expected to have another extraordinary year.
• Local Chinese chip companies are doing well due to Nvidia evacuating the market.
• Tension between protecting local companies and openness will resolve over time.