Nvidia’s China Market Share Plummets from 95% to 0% – Jensen Huang’s Warning and What It Means for AI Stock Forecast
What to Know Before Markets Open on October 20, 2025 U.S. Tech Ban Wipes Out Nvidia’s China Business Nvidia’s once-dominant position in China’s AI chip market has been effectively wiped out by geopolitical forces. Jensen Huang, Nvidia’s co-founder and CEO, confirmed this dramatic reversal at an event in early October: “We went from 95% market share to 0%” in China, he said ndtvprofit.com. The plunge results directly from U.S. export bans that since 2022 have prohibited Nvidia from selling its most advanced GPUs – chips like the A100, H100, and newer H200 – to Chinese customers timesofindia.indiatimes.com. Huang attributed the