Did Jensen Huang Just Accidentally Reveal NVIDIA's Real China Problem?

A “leaked” speech from NVIDIA’s CEO at a Taipei private meeting is making waves, and honestly, it’s hard to know what to believe.

The story: Huang supposedly told 12 elite guests from TSMC, Foxconn, and major U.S. VCs that China will dominate AI in 5-10 years. His reasoning? China has 50x more people working on AI (1M vs 20K in Silicon Valley). Huawei’s chips are only 8-12% slower than NVIDIA’s H100. Beijing can pump out 200,000 units monthly. By 2027, China’s computing power will exceed the rest of the world combined.

The controversial bits:

• “Export bans are the stupidest policy ever”
• “Sanctions make them stronger”
• “You’re handing them the trophy”

But here’s the plot twist: Insiders are asking whether this leak was actually orchestrated. Think about it — a “secret” meeting where phones were banned, yet three people leaked everything to the Financial Times within hours? Too convenient.

Possible play: Huang signals to Washington that NVIDIA’s AI dominance isn’t guaranteed. Pressure regulators. Create urgency. Keep the gravy train flowing. Meanwhile, distance himself from U.S.-China politics without explicitly taking sides.

The real tea:

• If genuine: Huang’s brutally honest about geopolitical realities
• If strategic: This is next-level PR chess
• Either way: The data points (China’s scale, Huawei’s progress) are worth watching

What’s your read — leak or leak-by-design?