Nvidia Chief Executive Officer Jensen Huang said the Chinese market could generate about $50 billion in sales for the chipmaker this year, provided U.S. export restrictions are eased enough for the company to ship competitive products. Speaking after quarterly results on 27 August, Huang described China as the world’s second-largest computing market and a critical arena for artificial-intelligence development. Huang estimated that China’s AI market is expanding at roughly 50% annually and noted that about half of the world’s AI researchers are based in the country. “We have every opportunity to succeed in the China market if American technology companies are allowed to play there,” he said, adding that Nvidia wants the “American tech stack” to become the global standard, including in China. The executive called it a “real possibility” that Nvidia’s forthcoming Blackwell AI processors could be sold in China and confirmed the company has already secured export licences for its current-generation H20 chip. Nvidia is working with Washington on rules that would require it to share 15% of revenue from licensed China sales with the U.S. government, but formal regulations have yet to be published. Nvidia reported second-quarter revenue of $54 billion, a 56% year-on-year increase, despite booking no H20 sales to China during the period. Huang said any future shipments to Chinese customers would be “a bonus on top” of the company’s guidance, underscoring the potential upside if geopolitical barriers are resolved.