Nvidia(US:NVDA) Xin Lang Cai Jing·2025-05-01 07:24Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes the need for the U.S. government to revise chip export regulations to accelerate the global dissemination of American AI technology, highlighting that China is not lagging in AI development [1][2][4]. Group 1: Nvidia's Position and Actions - Nvidia has become one of the most valuable tech companies globally by selling AI chips, but U.S. export controls have restricted its ability to sell advanced products to China since 2022 [1][4]. - Huang criticized the Biden administration's export rules, suggesting that limiting sales to China threatens U.S. technological leadership and hinders American companies' growth [4][5]. - Huang plans to attend a closed-door meeting with the U.S. House Foreign Affairs Committee to discuss Nvidia's compliance with export controls [4]. Group 2: China's AI Development - Huang acknowledges that China is emerging as a strong competitor in technology, with local companies making significant advancements in computing and software capabilities, driving AI development [2][4]. - He asserts that China is not behind but is very close to the U.S. in AI technology [2]. Group 3: Future of AI and Manufacturing - Huang envisions a future where AI is integral to manufacturing, proposing the concept of an "AI factory" that serves as a one-stop shop for AI chips, software, and infrastructure [5]. - He believes that the ongoing construction of AI-enabled data centers will create new job opportunities across various sectors [5]. Group 4: Government Relations and Investments - Huang praises the Trump administration's efforts to revitalize U.S. manufacturing, stating that it is crucial for Nvidia's development of next-generation technologies [6]. - Nvidia recently announced a $500 billion investment plan to build AI infrastructure in the U.S., which received positive remarks from Trump [5][6].