Cherney: Nvidia has run out of growth avenues outside China
Max Cherney · Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast · Jun 26, 2026 · at 58:09
Max Cherney, chip reporter at Reuters, discusses Nvidia's business pressures and motivation for lobbying to sell AI chips in China.
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“Nvidia has run out of places to grow. They can't sell to any more countries. They can't sell to any more hyperscalers. They can't sell to any more. Even they're going after the enterprise market, which is messy and complicated and difficult to actually make a lot of money in. So China is a big market that has basically No access Nvidia chips right now.”
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