Nvidia(US:NVDA) Qian Zhan Wang·2025-07-25 07:04Core Viewpoint - The CEO of Nvidia, Jensen Huang, stated that the U.S. has suffered a complete defeat in the 5G era and emphasized the need to avoid repeating this failure in the computing industry, while expressing optimism about the potential for the U.S. to regain leadership in 6G, which will be driven by AI [2]. Group 1: U.S. AI and 5G Challenges - The U.S. has lost its leading position in the telecommunications industry, particularly in 5G technology, due to failures in technology, policy, and strategy [2]. - Approximately 50% of AI developers globally are based in China, highlighting a significant challenge for the U.S. in maintaining its leadership in AI [2]. - Huang advocates for the U.S. to promote its technology stack as the global standard rather than restricting technology exports [2]. Group 2: China's AI Development - China has emerged as the largest holder of AI patents globally, accounting for 60% of the total, indicating strong growth in its AI sector [4]. - Representative companies in China's AI industry include Huawei, iFlytek, Tencent, Baidu, SenseTime, and Cambricon [4]. - The market size of China's core AI industry reached 578.4 billion RMB in 2023, with a compound annual growth rate of 20.38% over five years [6]. Group 3: AI Model Development in China - As of Q1 2024, China ranks second to the U.S. in the number of AI models published, with a total of 478 models [7]. - China's early investments in AI have established a solid foundation for the development of large models, creating a comprehensive research and development capability [7]. Group 4: Technology Competition - The competition between the U.S. and China in technology has entered a phase of "full-factor competition," where leadership is determined by the ability to build inclusive and autonomous technology ecosystems [10].