Core Viewpoint - Jensen Huang, CEO of Nvidia, expressed confidence in China's AI market growth, stating that it will continue to thrive regardless of Nvidia's presence, which challenges the skepticism surrounding China's technological potential [1][5]. Group 1: Nvidia's Position and China's Technological Landscape - Huang highlighted Huawei's technological achievements, noting its capabilities in autonomous driving and AI, as well as its strong chip design and system software skills, suggesting that Chinese companies can sustain the market even without Nvidia [3][5]. - The complexity and efficiency of China's supply chain were praised by Huang, emphasizing its significant role in the global supply chain and its ability to support various industries [3][5]. Group 2: U.S. Government Policies and Their Impact - Huang criticized the U.S. government's strategy of restricting semiconductor exports to China, arguing that such measures are self-deceptive and may ultimately harm U.S. interests by spurring innovation in China [5][7]. - Despite the U.S. government's attempts to limit China's technological advancement, negotiations between the U.S. and China are reportedly ongoing, indicating a complex relationship where both sides are navigating trade discussions while imposing restrictions [5][7]. Group 3: Future of U.S.-China Relations and Global Innovation - Huang asserted that the ongoing technological competition between the U.S. and China is a focal point, with China possessing ample innovation spirit and technical capability that cannot be fundamentally hindered by U.S. restrictions [7][9]. - The need for open markets and collaborative technological exchanges was emphasized as a pathway to mutual benefits, highlighting that both nations must adopt a more open and pragmatic approach to face future challenges [9].
再次访华的黄仁勋意识到,中方不再需要英伟达