Nvidia CEO Jensen Huang tiptoed into politics with a comment taking a shot at the U.S. policy that has cut off sales of his chips to China.

That was because Nvidia had to take a $4.5 billion charge against its Q1 earnings because the company had to immediately cease selling H20 AI chips to China in April.

Huang said that, with or without U.S. chips, China has to compute to train and deploy advanced models.

“The question is not whether China will have it. It already does,” he said. “The question is whether one of the world’s largest AI markets will run on American platforms. Shielding Chinese chip makers from U.S. competition only strengthens them abroad and weakens America’s position.”

He added, “Export restrictions have spurred China’s” competitiveness. He said, “The race is not just about chips. It’s about which stack the world runs as that stack grows. Global infrastructure leadership is at stake. The U.S. has based its policy on the assumption that China cannot make any chips. That assumption was always questionable, and now it’s very wrong. China has enormous manufacturing capability. In the end, the platform that wins the AI developers wins AI. AI export controls should strengthen U.S. platforms, not drive half the world’s AI talent” to other shores.