Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-05-30 01:25Core Viewpoint - The article discusses the ongoing tensions between the U.S. government and NVIDIA regarding the company's plans to establish a new research facility in China, highlighting concerns over national security and technological competition [1][2][3]. Group 1: NVIDIA's Plans and U.S. Government Response - NVIDIA is reportedly planning to open a new research facility in China, which has drawn criticism from U.S. lawmakers who argue it could allow China to gain access to advanced technology [1][2]. - A bipartisan letter from Senators Jim Banks and Elizabeth Warren expresses serious concerns about the potential national security implications of NVIDIA's plans, demanding detailed information about the facility's development by June 20 [1][2]. - The senators emphasize that NVIDIA's actions could undermine U.S. leadership in technology and create a talent pipeline for China, questioning the company's commitment to American values [2][3]. Group 2: NVIDIA's Position and Market Strategy - NVIDIA's spokesperson clarified that the new facility is merely a rental space for existing employees to accommodate post-pandemic work needs, with no advanced chip designs being sent to the facility [2][3]. - CEO Jensen Huang has been vocal against U.S. export restrictions to China, arguing that such measures have failed and have caused significant losses for American companies, estimating a $15 billion loss in sales due to these restrictions [5]. - Huang has pointed out that a significant portion of AI researchers are based in China, and he believes that limiting technology sharing is fundamentally flawed, as it could lead to a global spread of Chinese technology if U.S. companies do not engage in the Chinese market [5]. Group 3: Broader Context of U.S.-China Technology Competition - The article highlights the bipartisan consensus in Washington regarding the need to curb China's technological advancements, indicating that this issue transcends party lines and is a priority for U.S. lawmakers [3]. - The Chinese government has criticized the U.S. for politicizing trade and technology issues, asserting that such actions hinder global semiconductor industry development and ultimately harm the U.S. itself [6].