Jensen Huang declines Warren Senate testimony on Nvidia China chips - qz.com

NVIDIA CEO Jensen Huang declined an invitation to testify before the U.S. Senate Banking Committee regarding the company's China chip sales and export compliance practices. Senator Elizabeth Warren em... Read original →

Huang’s refusal to testify signals that U.S. semiconductor firms are hitting the ceiling of 'compliance arbitrage' in China. Technically, NVIDIA’s downgraded H20 chips for China still rely on TSMC’s 3nm and EUV processes; any expansion of export controls to manufacturing could disrupt advanced packaging yields. Compliance burdens now extend beyond legal fees to full supply chain reconfiguration—e.g., relocating test and logistics hubs out of Hong Kong, China—raising operational costs sharply. Rivals like AMD and Huawei are exploiting this: AMD pushes MI300X into cloud inventories, while Huawei locks in domestic LLM training with Ascend 910B. Within 18 months, U.S. restrictions will likely target EDA tools and equipment support services, forcing multinationals to adopt 'technological firewalls' in China—marking the irreversible fragmentation of AI hardware globalization.