Nvidia's Market Share in China Falls to Zero Amid U.S. Export Restrictions

Nvidia's market share in China has dropped to zero, CEO Jensen Huang stated during an interview on April 30, 2026. Huang made the comment on an episode of the Special Competitive Studies Project’s Memos to the President, as @YahooFinance reported. ' 'Today, in China, we have now dropped to zero,' Huang added in the interview.

U.S. policies that have alternated between permitting and prohibiting sales of high-powered processors by Nvidia and rival AMD to China. @YahooFinance reported that these regulatory constraints have effectively reduced Nvidia's presence in the market.

President Trump said he would allow certain shipments of Nvidia’s H200 chip to China. However, Commerce Secretary Howard Lutnick stated that Nvidia has not sent any H200 chips to the country yet.

U.S. Government granted Nvidia a license to ship its H200 to China in February 2026, according to details in the source material. He further noted in the interview that the policy has already largely backfired and needs to be dynamic to stay with the times. -made chips is preferable to China building its own.

67 billion. The company stated it did not anticipate any revenue from China in its first quarter of fiscal year 2027. In its 10-K filing, Nvidia said that as of the end of fiscal year 2026, it was effectively foreclosed from competing in China’s data center computing market.

This foreclosure has helped competitors build larger developer and customer ecosystems worldwide, Nvidia noted in the filing. U.S. and Chinese governments, the lost opportunity will have a material and adverse impact on its business, operating results, and financial condition.