Huang Called China 'Not Our Enemy' in Interview Filmed Before Nvidia Spy Inquiry

The timing makes the footage awkward for Nvidia. Since the interview was recorded, Huang has acknowledged an affair with a woman whom US intelligence officials reportedly suspect Beijing recruited to influence him, and Nvidia's board has opened an independent inquiry. His remarks on China were recorded before any of that was public, but investors and lawmakers will now hear them against the questions about his ties to Beijing, eight days before Nvidia reports third-quarter results on November 17.

Bloomberg titled one clip with Huang's description of China as "Not Our Enemy" and of US chip policy as a "Mistake". The outlet has not published a full transcript. FourWeekMBA, which made its own machine transcript of the 122-second clip, quoted Huang as saying the policy mistake was "hard to unwind", that he "did my best" to persuade US policymakers to engage with the Chinese market, and that there are "more Chinese AI researchers than any other nation in the world." According to the same transcript, Huang called China a competitor and said that on AI safety "we must open dialogues."

Other clips from the interview take up whether the AI industry's reliance on Nvidia poses a systemic risk, how the company would deal with a change of leadership in Washington, and who could eventually succeed Huang as chief executive. Bloomberg's published descriptions of those segments do not give his answers in text.

US export controls have cut deeply into Nvidia's China business. According to FourWeekMBA's reading of Nvidia's filings, revenue from customers headquartered in China, including Hong Kong, fell from $25,048 million in fiscal 2025 to $19,677 million in fiscal 2026, when total revenue was $215,938 million. The company took a $4.5 billion charge tied to its H20 chips after Washington imposed a licence requirement in April 2025, and its third-quarter outlook assumes no data centre compute revenue from China.

Huang's dealings with China are also drawing attention in Congress. In a letter dated November 4, three House Republican committee chairs, Brian Mast of Foreign Affairs, John Moolenaar of the Select Committee on China and Rick Crawford of Intelligence, asked Huang to attend an in-person joint briefing on November 18 about his interactions with Megaspeed executive Alice Huang and Nvidia's protections against foreign espionage, CNBC reported. Nvidia said in a statement that its regional cloud customers receive ordinary business information rather than sensitive trade secrets or national security material. It did not say whether Huang would attend.