Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-05-26 11:34Core Viewpoint - Nvidia's CEO Jensen Huang expressed skepticism about the effectiveness of U.S. export controls on China, highlighting a significant decline in Nvidia's market share in China from 95% to 50% over four years, suggesting that these measures have not effectively hindered China's AI development [2]. Group 1: Market Dynamics - Huang emphasized that China possesses the largest pool of AI research talent and strong innovation capabilities, indicating that the rapid development of AI in China is unstoppable [2]. - The CEO called for a reassessment of U.S. export control policies, arguing that limiting technology diffusion may lead to the U.S. losing its leadership in the global AI sector [2]. - Huang stated that the Chinese market is unique and irreplaceable, asserting that relying on growth from other regions to compensate for losses in China is illogical [2]. Group 2: Competitive Landscape - Huang acknowledged Huawei as one of the most powerful technology companies globally, stressing the need for Nvidia to innovate continuously to maintain a competitive edge [2]. - He noted that the country that first integrates AI with 6G technology and achieves large-scale deployment will gain a significant advantage in the next generation of communication technologies [2][3]. Group 3: Product Strategy - Nvidia is reportedly set to launch a new AI chip based on the Blackwell architecture for the Chinese market, with a price significantly lower than the previous H20 chip, expected to start production as early as June [3]. - The new AI processor is anticipated to be priced between $6,500 and $8,000, indicating a potential compromise in specifications and manufacturing processes compared to higher-end models [3]. - This will mark Nvidia's third attempt to introduce a downgraded chip version for China that complies with U.S. regulatory requirements, following the prohibition of the H20 chip based on the Hopper architecture [3].