Nvidia(US:NVDA) Sou Hu Cai Jing·2025-05-14 09:40Core Viewpoint - The Trump administration's new framework for AI chip export controls is seen as misaligned with technological logic and detrimental to market rules, with the Chinese industry already adopting extreme thinking in response to these regulations [2][8]. Group 1: Export Control Regulations - The U.S. Department of Commerce announced the withdrawal of the "Interim Final Rule on Artificial Intelligence Diffusion," which was set to be the strictest export control regulation ever, originally scheduled for implementation on May 15 [2][3]. - The new export control measures categorize global markets into three tiers, with allies like the UK, France, and Japan in the first tier (no restrictions), while China, Russia, Iran, and North Korea fall into the third tier (no access to advanced AI chips) [2][5]. Group 2: Impact on China - The withdrawal of the "final rule" does not ease restrictions on China; instead, new measures specifically target Chinese companies, including a ban on using Huawei's Ascend chips anywhere globally [5][9]. - The U.S. government has issued warnings regarding the use of American AI chips for training Chinese AI models, indicating a continued focus on limiting China's technological advancements [10][11]. Group 3: Industry Response - Chinese industry insiders believe that the U.S. will maintain a hardline stance on export controls, reinforcing the need for China to focus on self-reliance in AI chip and model development [8][12]. - The ongoing export controls are seen as a catalyst for enhancing China's self-research capabilities in AI chips, with a consensus emerging that domestic chips must be utilized more effectively [13]. Group 4: Strategic Shifts - In response to U.S. export controls, there is a growing sentiment within the Chinese industry to pursue open competition and expand into global markets, leveraging strengths in cloud computing and large models [14]. - The competition in the global AI industry is viewed as a contest of full-stack technology capabilities, where China aims to gain support from other nations by promoting its cloud computing and large model technologies [14].