A close-up photograph of a golden-orange circuit board with various electronic components. In the foreground, a prominent rectangular microchip displays the American flag on its left half and the Chinese flag on its right half, separated by a jagged black lightning bolt. The circuit board and components are bathed in warm, glowing light.

    China Controls One Pivotal “AI Chokepoint.” Why America Can’t Fix Its Rare Earths Problem Overnight

    Quick Read IperionX (IPX) Titan project in Tennessee projects $813M NPV and 39.4% IRR, yet single projects can’t replace China’s multi-decade processing ecosystem. The Pentagon’s FY2027 budget commits $48.8 billion to close the rare earth processing gap China built over decades of institutional know-how. Act now: the analyst who called NVIDIA in 2010 just named…

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    After admitting that Nvidia share in China has fallen to Zero, CEO Jensen Huang tells Chinese company Huawei: We have ...

      Jensen Huang: After admitting that Nvidia share in China has fallen to Zero, CEO Jensen Huang tells Chinese company Huawei: We have … |

      Nvidia CEO Jensen Huang has now acknowledged that the company has ‘largely conceded’ China’s artificial intelligence chip market to Huawei as US export restrictions continue to reshape the global semiconductor landscape, as reported by CNBC. Recently, Nvidia CEO Jensen Huang revealed that the company’s market share in China has dropped to ‘zero’. Huang made the…

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      Nvidia founder and CEO Jensen Huang arrives ahead of a state banquet for US President Donald Trump and China's President Xi Jinping at the Great Hall of the People Beijing on May 14, 2026 (Brendan SMIALOWSKI)

        China market for Nvidia AI chips to open ‘over time’: Huang

        Nvidia founder and CEO Jensen Huang arrives ahead of a state banquet for US President Donald Trump and China’s President Xi Jinping at the Great Hall of the People Beijing on May 14, 2026 (Brendan SMIALOWSKI) · Brendan SMIALOWSKI/AFP/AFP Nvidia boss Jensen Huang expects China to eventually open its market to high-end US chips that…

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        Nvidia CEO Jensen Huang on competition with China: ‘Why wake up in the morning when…’

          ‘Why wake up in the morning when…’

          Nvidia CEO Jensen Huang has fired back at critics who argue the US should completely cut off China from advanced artificial intelligence (AI) chips. The tech billionaire dismissed the idea that American companies should simply surrender foreign markets out of fear of competition, calling the mindset “completely ridiculous.”“The idea that I regard as completely ridiculous…

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          Images of Nvidia's Blackwell GPU from GTC.

            Nvidia CEO Jensen Huang wants US to export AI ‘like crazy’

            When you buy through links on our articles, Future and its syndication partners may earn a commission. “We have now dropped to zero.” So, says Nvidia CEO Jensen Huang of the company’s market share in China’s AI hardware market. Needless to say, Huang thinks this is a big mistake and Nvidia should be allowed to…

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