After pleading with the US government for months to allow the sale of high-end Nvidia chips in China, CEO Jensen Huang now tells shareholders: National security comes first

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Jensen Huang told shareholders that Nvidia will put US national security ahead of business opportunities. He also said the company will not support smuggled chips in restricted markets such as China. The article notes that Nvidia has developed China-specific AI chips to comply with export rules, but revenue from approved H200 exports has not yet materialized. Huang also highlighted growing demand for AI infrastructure and repeated Nvidia’s plan to return capital through buybacks and dividends.

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