AMD CEO Lisa Su takes low-profile approach in China while Nvidia's Jensen Huang draws crowds; Nvidia's China AI chip market share has fallen to effectively zero from 50% a year ago.

Lisa Su visited China last week and spoke at an AMD developer event, met customers and partners, and had a publicly announced meeting with Chinese Vice Premier He Lifeng. Jensen Huang visited Beijing around the China-U.S. summit on May 14–15 but did not have a comparable senior-level meeting with Chinese officials.

AMD commands 4% of China's AI chip market and can serve Chinese customers with CPUs, consumer GPUs, AI chipsets, and FPGAs (programmable integrated circuits), giving it access to more types of system architecture beyond Nvidia's focus on AI accelerators.

Huang said Nvidia's market share in China dropped to 50% from 95% a year ago due to U.S. export controls. Since then, it has effectively fallen to zero amid Beijing's push for self-reliance in advanced AI chips. Huang has estimated China's AI chip market would be worth $50 billion this year.