Nvidia CEO Jensen Huang has identified Germany, Japan and China as the three countries at the forefront of manufacturing and advanced technology, without including India. Speaking during a discussion with German Chancellor Friedrich Merz, Huang linked this shift to the rise of computing and digital technology over the past 50 years. He said the US had moved much of its heavy manufacturing and industrial production to China during this period, helping reshape the global manufacturing landscape.
Why China Has an Advantage in Manufacturing and Computing
Nvidia CEO Jensen Huang believes China’s industrial strength is closely tied to the timing of its economic growth. As computing technology expanded, China was also building its manufacturing base, allowing the two sectors to develop alongside each other. Huang said the country now has a rare combination of large-scale industrial production and computer science expertise. He contrasted this with the US, which moved much of its heavy manufacturing overseas over the past 50 years.
Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. https://t.co/oL0Sr2lgm8
— Chandra R. Srikanth (@chandrarsrikant) October 29, 2026
India Is Missing, but Huang Has Backed Its AI Ambitions
Germany, Japan and China were the three countries Huang identified as leaders in manufacturing and advanced technology. India did not feature in this assessment, although Huang has previously expressed confidence in its ability to build a stronger position in AI. Speaking at Nvidia’s AI Summit in Mumbai in October 2024, he said India should develop and manufacture its own AI technology. He has also pointed to the country’s pool of computing professionals and access to data as assets that could help it build its own AI ecosystem.
US Restrictions May Have Accelerated China’s Chipmaking Push
Huang said restrictions imposed by the US on advanced semiconductor technology have had an unintended consequence: encouraging China to become more self-reliant in chip production. With access to some advanced processors restricted, China has stepped up efforts to develop its own semiconductor capabilities, supported by domestic industry and government investment. Huang acknowledged that US measures had helped accelerate these efforts, including the push to build a more independent supply chain.
Countries Race to Strengthen Their Technology Industries
The wider competition now extends beyond manufacturing to the infrastructure needed to develop and run AI systems. Semiconductor production, computing power and access to advanced technology have become strategic priorities for countries seeking greater control over their digital future. As China expands its domestic capabilities and other economies invest in their own industries, Huang said US technology companies would continue competing with international rivals. The contest is increasingly about which countries can bring industrial capacity and computing expertise together.
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