AMD CEO Lisa Su and Nvidia CEO Jensen Huang are pursuing divergent strategies in China. Both firms are navigating a complex geopolitical landscape shaped by U.S. export controls.
Lisa Su maintained a low profile during her visit and met with a Chinese Vice Premier. China generates approximately 20% of AMD's total revenue. Analysts suggest Su's understated diplomacy is better suited for the current environment.
Jensen Huang conducted a high-profile, celebrity-like tour of the country. U.S. curbs have severely impacted Nvidia's market share for advanced AI chips. Huang warned that trade restrictions risk handing the market to local Chinese rivals.