Nvidia CEO Jensen Huang rejected the premise that the company would inevitably lose the Chinese market to domestic rivals like Huawei, calling the idea defeatist. Speaking on the Dwarkesh Podcast, Huang argued that computing ecosystems—unlike consumer products—are deeply sticky and hard to replace, pointing to CUDA’s developer lock-in as a structural advantage. He also said US export controls have backfired, accelerating Chinese alternatives rather than slowing them down.
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