“若美国一意孤行，华为将…”

Core Viewpoint - Nvidia's CEO Jensen Huang criticizes the U.S. chip export restrictions to China, warning that if these continue, Huawei will dominate the Chinese market and expand globally [1][3]. Group 1: Impact on Nvidia - Nvidia's sales to China have been severely impacted by U.S. export restrictions, leading the company to exclude the Chinese market from its revenue and profit forecasts [3][5]. - In the fiscal year ending January 26, Nvidia generated $17 billion from the Chinese market, accounting for 13% of its total sales [5]. - Nvidia has faced significant financial losses due to these restrictions, with a projected loss of $8 billion in the second quarter following a $2.5 billion loss in the first quarter [5][6]. Group 2: Market Dynamics - Huang emphasizes the importance of maintaining a global presence in AI development, suggesting that abandoning the Chinese market could lead to a dominance of Chinese technology [1][3]. - The U.S. government's restrictions have prompted Nvidia to seek alternative strategies, including the development of customized chips for compliance with export regulations [5][6]. - Analysts warn that these restrictions could lead to a loss of market momentum for Nvidia in China, with Chinese companies likely turning to Huawei for their AI chip needs [7]. Group 3: Broader Industry Implications - The ongoing U.S. export controls are seen as a strategic misstep that could push allies away from the U.S. and towards China, potentially benefiting China's AI industry [7]. - The Chinese government has expressed strong opposition to U.S. actions, arguing that such measures hinder global semiconductor development and ultimately harm the U.S. itself [7].