英伟达撤离中国后，黄仁勋担忧：华为或将全球通吃？

Core Viewpoint - Nvidia's business in the Chinese market has been severely impacted due to U.S. chip export control policies, which now include not only high-end flagship chips but also relatively lower-end products like H20 AI in the export ban list [1][3]. Group 1: Impact of U.S. Policies - Nvidia's CEO Jensen Huang has publicly expressed dissatisfaction with the U.S. chip export control policies, stating that the revenue forecast will no longer include the significant Chinese market [3]. - Huang argues that the U.S. export controls have not achieved their intended effects and warns that excluding U.S. technology from the Chinese market may accelerate China's development of alternative solutions, potentially challenging the U.S. in the global AI sector [3]. - Huang cautions that Huawei could leverage China's position as the world's second-largest economy to not only replace Nvidia in the Chinese market but also expand its influence globally [3]. Group 2: Diverging Opinions - Some analysts believe that providing sufficient computing power chips to China could accelerate its AI development, suggesting that even without top-tier AI chips, China has successfully developed advanced models like DeepSeek R1 [5]. - Critics of Huang's stance argue that the current export restrictions are the most effective strategy to delay China's AI advancements, indicating a consensus that it is only a matter of time before the U.S. is surpassed by China in the AI field [7][8].