# domestic semiconductors

Why Jensen Huang’s Shanghai Market Stop Matters: Nvidia, Chinese AI Ambition and the Race for Compute

Nvidia CEO Jensen Huang’s modest Shanghai market visit underscored the company’s ongoing commercial commitment to China even as export controls and rapid domestic innovation reshape the competitive landscape. Chinese advances in open‑source models, homegrown accelerators and emerging photonic computing are narrowing reliance on foreign GPUs and creating a more diversified global AI infrastructure.