Jensen Huang says Nvidia has "largely conceded" China's AI chip market to Huawei, yet zero H200 chips have actually shipped

I was watching the NVDA earnings call yesterday and Jensen Huang said something on CNBC after that I had to rewind twice. He straight up said Nvidia has "evacuated" and "really largely conceded" the China AI chip market to Huawei, and told investors to "expect nothing" from China. This is a company that had 95% of that market a few years ago and the CEO is now publicly saying it's at zero. What makes it even stranger is the U.S. already approved about 10 companies (Alibaba, Tencent, ByteDance, J