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Nvidia CEO suggests Rubin architecture may target China market pending export regulatory changes
Wednesday, January 7, 2026 at 01:33 PM
NVIDIA CEO Jensen Huang indicated that the upcoming Rubin GPU architecture could be offered in the Chinese market if United States export control regulations permit it in the future.
Context
Nvidia CEO Jensen Huang recently indicated that the company’s next-generation Rubin architecture may target China as U.S. export restrictions ease. Following a policy shift allowing H200 sales with a 25% fee, Nvidia is finalizing licenses for its current chips while preparing Rubin for a broad launch in the second half of 2026. Huang suggested that higher-performance silicon could eventually reach Chinese customers, helping to reclaim a market that previously accounted for 13% of total revenue.
China access is critical for Nvidia’s goal of reaching $500 billion in data center sales by late 2026. The Rubin platform, built on TSMC’s 3nm process, delivers 3.6 ExaFLOPS of inference performance—triple the capability of the previous Blackwell generation. With Chinese firms already ordering 2 million H200 units, the potential rollout of Rubin provides a significant tailwind to sustain the company's 80% global market dominance in AI accelerators.
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