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In an exclusive interview with China’s state broadcaster CCTV, NVIDIA’s CEO Jen-Hsun Huang opened up about his company’s three-decade-long journey in China, its partnerships with tech giants BAT (Baidu, Alibaba, Tencent), the innovative potential of DeepSeek, and the respect his company has for Huawei. Huang’s insights reveal not just the evolution of NVIDIA in one of the world’s most dynamic markets, but also the intricate relationships that define the tech ecosystem in China.
Introduction: A Journey of Innovation and Collaboration
Over the past 30 years, NVIDIA has transformed from a small startup known for graphics processing units (GPUs) into a global leader in artificial intelligence (AI) computing. Much of this transformation has been deeply intertwined with China, a country that now stands as one of the most important markets for tech innovation. In this candid conversation with CCTV, Huang reflects on NVIDIA’s growth, the company’s local partnerships, and how it navigates the complex tech landscape dominated by local giants like Baidu, Alibaba, and Tencent (collectively known as BAT), as well as Huawei.
How did a Silicon Valley company manage to build such deep roots in China? What makes DeepSeek so innovative in the AI space? And why does Huang hold such respect for Huawei? Let’s dive into these questions and more.
The Early Days: Planting Roots in China
When NVIDIA first entered China in the early 1990s, the country was just beginning to emerge as a major player in the global tech industry. Huang recalls that it was a time when China’s tech ecosystem was still nascent, but the potential was palpable.
China was a developing market with enormous possibilities, Huang said. We saw the talent, the ambition, and the rapid pace of development. It was clear to us that China would become a critical part of the global tech landscape.
NVIDIA’s early focus in China was on its core business of selling GPUs for gaming and graphics. However, Huang quickly realized that the future of the company would be shaped by its ability to adapt to the unique demands of the Chinese market. Over time, NVIDIA shifted its focus from simply selling products to fostering deep partnerships with local companies and research institutions.
We understood that to truly succeed in China, we needed to be more than just a vendor. We needed to be a partner, a collaborator, and an integral part of the local tech ecosystem, Huang explained.
This shift in strategy laid the foundation for NVIDIA’s long-term success in China, culminating in strong relationships with BAT and other key players in the Chinese tech industry.
Building Bonds with BAT: Baidu, Alibaba, and Tencent
NVIDIA’s partnerships with Baidu, Alibaba, and Tencent have been instrumental in its growth in China. Each of these companies represents a different facet of the tech industry, and NVIDIA has worked closely with them to develop tailored solutions that meet their specific needs.
Baidu: AI and Autonomous Driving
Baidu, often referred to as the Google of China, has been a key partner for NVIDIA in the field of AI and autonomous driving. The two companies have collaborated on Baidu’s Apollo autonomous driving platform, which leverages NVIDIA’s GPUs to power its AI algorithms.
Baidu’s Apollo platform is a perfect example of how AI can transform industries, Huang said. Our GPUs provide the computing power needed to process vast amounts of data in real-time, enabling autonomous vehicles to make split-second decisions.
Alibaba: Cloud Computing and AI
Alibaba, the e-commerce giant, has been another important partner for NVIDIA. The company’s cloud computing arm, Aliyun, relies on NVIDIA’s GPUs to power its AI services. Huang emphasized the importance of this partnership in driving innovation in cloud computing and AI.
Alibaba’s cloud infrastructure is a critical part of China’s tech ecosystem, Huang said. By working together, we’re able to deliver cutting-edge
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