Nvidia(US:NVDA) Sou Hu Cai Jing·2025-05-01 19:08Group 1 - The core viewpoint is that the competition between the US and China in the field of artificial intelligence (AI) is a "long-term battle" rather than a short sprint, with both countries being closely matched in capabilities [1][2] - The CEO of Nvidia, Jensen Huang, emphasizes that the US government needs to recognize the changing global landscape and implement policies that support the acceleration of AI and emerging industries [2] - Huang highlights that Huawei is one of the strongest technology companies globally, with significant advancements in computing, networking, and software capabilities, which are crucial for AI development [1] Group 2 - The article argues that the US's approach of isolationism and technology export restrictions may lead to its own marginalization in the global AI landscape, rather than achieving a monopoly [2] - It stresses the importance of building an ecosystem for AI development, which requires vast amounts of data and diverse scenarios, warning that a "self-centered" attitude could isolate the US in the global tech competition [2] - The need for collaboration and openness in AI development is emphasized, as opposed to maintaining a "fortress" mentality that could hinder innovation and global competitiveness [2]