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tomshardware.com › tech-industry › artificial-intelligence

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

… As per Nikkei Asia , Huang says Nvidia are "huge supporters of the United States having the first, the most, and the best." The comments by the head of Nvidia came during the Milken Institute Global Conference in Los Angeles, an event attended by bankers, businessmen, and investors. …

May 5, 2026 · Anton Shilov
tomshardware.com › tech-industry › artificial-intelligence

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

… But the company's physical AI hardware is now adding entire new product categories that route through those same suppliers. Nvidia's Jetson Thor robotics platform, released last August, is built on the Blackwell GPU architecture and fabricated on TSMC's 3nm process. …

May 4, 2026 · Luke James
tomshardware.com › tech-industry › artificial-intelligence

Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'

… According to Huang, this happened much later, though again, he talks only about Nvidia's direct sales to Chinese customers. Indeed, Chinese developers are increasingly relying on local hardware, with companies like Huawei, Cambricon, Moore Threads, and MetaX advancing both silicon and software. …

May 3, 2026 · Anton Shilov