Nvidia CEO Jensen Huang said Wednesday that his company's investments in OpenAI and Anthropic will likely be its last — but his explanation may not tell the whole story.

US officials are considering caps on the number of AI accelerators Nvidia Corp. can export to any one Chinese company, which would further constrain the chipmaker’s reentry into a crucial market.

NVIDIA Corporation (NASDAQ:NVDA) designs and develops graphics processing units and accelerated computing platforms. Its major products include GeForce GPUs for gaming, NVIDIA RTX for professional visualization, and data center solutions such as NVIDIA A100 and H100 for artificial-intelligence and high-performance computing.

China made up 13% of Nvidia's sales in the 2025 fiscal year.

The new inference platform is expected to be launched at Nvidia’s annual GTC developer conference in San Jose later this month, and will integrate technology the company acquired from the chip startup Groq Inc.

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may be about to remind the AI world who still runs the show. Reports circulating this week suggest the company is preparing a new chip specifically targeting the inference market,

All this comes off the back of fresh concerns over US/China chip export controls. An unnamed "senior Trump administration official" has claimed that the V4 model was trained on a cluster of Nvidia Blackwell chips located in Inner Mongolia, an autonomous region of China.

However, beneath these headline figures lies a captivating and surprising trend: Nvidia’s six-year-old Ampere (A100) chips are still nearly impossible to obtain.