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“Nvidia’s Slide Deepens as CEO Jensen Huang Confronts China Challenges 💻🇨🇳” 🚨🚨🚨

Shares of Nvidia (NVDA) fell another 2.72% to $182.97 in premarket trading Friday, extending a sharp three-day decline of more than 9%—the chip designer’s steepest slide since April. The downturn comes as CEO Jensen Huang openly discusses the one issue clouding the company’s otherwise dominant run: its stalled relationship with China.

Speaking in Taiwan, Huang acknowledged the ongoing impact of U.S. export restrictions on high-performance AI chips, saying, “Currently, we are not planning to ship anything to China.” That blunt statement underscores how deeply trade tensions have severed Nvidia’s access to what was once one of its largest markets.

Huang likened the situation to attempting to ship a banned product—impossible and illegal under current regulations. Even after the U.S. approved modified versions of its chips, like the H20, demand from China has been muted, with local policymakers discouraging purchases from U.S. suppliers.

“It’s up to China when they would like Nvidia products to go back to serve the Chinese market. I look forward to them changing their policy,” Huang said, per Reuters.

Analysts have long viewed Nvidia’s China operations as effectively sidelined by geopolitical risk, and the latest comments confirm those concerns. The company continues to dominate global AI chip supply, but China represents a major blind spot in its growth story.

Huang also clarified remarks made earlier in the week after The Financial Times quoted him as saying, “China is going to win the AI race.” Huang disputed the phrasing, saying, “That’s not what I said. What I said was that China has very good AI technology. They have many AI researchers.”

While Nvidia remains the backbone of the global AI revolution, the combination of trade barriers, limited chip exports, and sensitive diplomacy has injected rare uncertainty into its outlook. Investors, for now, appear to be recalibrating expectations for just how high the AI leader can fly without one of the world’s largest markets.