凯德北京投资基金管理有限公司：黄仁勋表示不应该限制中国市场的人工智能发展

Core Insights - Nvidia's CEO Jensen Huang expressed strong opposition to current AI restrictions, arguing that such policies could undermine the U.S.'s global leadership in AI [1][3] - Huang emphasized that competition is essential for innovation, noting that while the U.S. has advantages in AI, Chinese researchers are rapidly advancing and should not be underestimated [3][6] AI Competition - Huang stated that the restrictions are "completely wrong" and could lead to the opposite of their intended goal, which is to maintain U.S. leadership in AI [3] - He highlighted that approximately 50% of AI researchers globally are from China, citing the example of DeepSeek as a notable AI product [3] - The CEO pointed out that companies like Huawei are strong competitors in AI technology, indicating that China is closely following the U.S. in every key step of AI development [3][6] AI as a Platform - Huang described AI as a computing platform, asserting that larger platforms yield greater capabilities and influence, which drives sales and broader application [6] - He argued that Nvidia's absence from the Chinese market is illogical given the size and potential of that market, which is approximately $50 billion annually [6] Chip Regulation Challenges - Huang addressed the challenges posed by chip regulations, specifically mentioning the strict measures Nvidia has taken in response to the H20 chip ban [6] - The company has recorded a $5.5 billion inventory impairment loss due to these regulations and has forfeited $15 billion in potential sales [6] - Huang illustrated the significance of the Chinese market by comparing its size to Boeing's annual revenue, emphasizing the lost profits and ecosystem development from not engaging in this market [6] Commitment to Compliance - Huang confirmed the rumors about Nvidia establishing a new office in Shanghai, indicating the company's ongoing commitment to the Chinese market [9] - He assured that Nvidia will strictly adhere to current export control policies, ensuring that no GPU designs or core technologies will be sent to China for modification [9]