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“Market Takes Hit as Nvidia CEO Predicts China’s AI Victory — Even After Revising Tone”🚨🚨🚨

Nvidia (NVDA $190.94, -2.19%) ended Wednesday’s session with a bruising late-day selloff, just hours before The Financial Times published comments from CEO Jensen Huang, who told the outlet that “China is going to win the AI race.”

Huang’s reasoning? China’s regulatory environment and energy infrastructure are more favorable to scaling the power-hungry AI industry. But the reaction from markets — and likely from Washington — was swift.

By Wednesday evening, Nvidia’s official newsroom account on X (formerly Twitter) released a revised, softened version of Huang’s remarks:

“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”

Translation: the U.S. still leads, but the race is close — and the stakes are enormous.

Still, the damage may have been done. Nvidia shares fell as much as 1.7% Thursday morning, with traders parsing every word for geopolitical undertones.

The first version of Huang’s statement seemed directed at the Trump administration, perhaps to emphasize the urgency of expanding America’s energy capacity for AI infrastructure. U.S. Energy Secretary Christopher Wright is reportedly fast-tracking data center grid approvals, aligning with similar concerns voiced by Microsoft CEO Satya Nadella, who recently said his biggest challenge isn’t chip supply, but “not having enough warm shelves to plug into.”

The second, more patriotic statement from Nvidia seems aimed at calming nerves — particularly among U.S. policymakers and investors wary of Huang’s initial candor.

Yet two things can be true at once:

• China’s AI ecosystem continues to surge ahead, even without access to Nvidia’s most advanced GPUs.

• And Nvidia, despite the geopolitical friction, remains the undisputed market leader in AI hardware, with $500 billion in orders for its next-gen Blackwell and Rubin chips through 2026.

Huang’s balancing act between appeasing Washington and acknowledging China’s industrial rise underscores Nvidia’s delicate position at the center of the AI Cold War.

Interestingly, Nvidia’s late-day slide had all the hallmarks of a “someone knows something” move — shares began weakening nearly an hour before the FT story dropped at 4 p.m. ET, with selling intensifying just minutes before the close.

Whether that was coincidence or foresight, one thing’s clear: the AI race isn’t just technological — it’s political, financial, and global.