**JUST IN:** 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang says China is not an enemy and US chip policy is a "mistake."

Nvidia CEO Jensen Huang publicly stated that China should not be treated as an enemy and characterized current US chip export policy as a mistake, according to a Watcher Guru report. The remarks bear on the transmission channel of export controls to revenue visibility: restrictions on advanced AI accelerators limit Nvidia's addressable sales into one of the world's largest data-center and AI-compute markets, so any signal of policy softening or sustained pushback carries weight for expectations around its China revenue. NVDA is the most directly exposed equity, given its dependence on high-end GPU demand and the market's sensitivity to guidance tied to Chinese customers, while Chinese AI and semiconductor names and US peers with China exposure such as AMD and other chip-equipment suppliers face parallel repricing risk. Traders should watch any formal Commerce Department action or revisions to the advanced-computing export rules, as well as Nvidia's next quarterly earnings disclosure of China-related revenue and commentary on license-dependent shipments.

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