Guan Cha Zhe Wang·2025-09-19 06:35Core Viewpoint - The article discusses the ongoing debate in the U.S. regarding the export controls on AI chips to China, highlighting the contrasting views within the U.S. government and the implications for companies like NVIDIA and Intel as well as the competitive landscape with Chinese firms like Huawei [1][5][12]. Group 1: U.S. Government Perspectives - David Sacks, a senior advisor in the White House, advocates for relaxing export controls on NVIDIA's AI chips to China, arguing that such restrictions may hinder U.S. competitiveness in the AI race [1][5]. - Sriram Krishnan, another advisor, expresses skepticism about policies that align with Huawei's interests, indicating a divide in the government's approach to China [2]. - The Biden administration's export controls are seen as a response to China's rapid technological advancements, with some officials reconsidering the effectiveness of these measures [5][11]. Group 2: NVIDIA's Strategic Moves - NVIDIA announced a $5 billion investment in Intel, becoming one of its largest shareholders, which is viewed as a strategic move to bolster its position amid geopolitical tensions [4][5]. - The collaboration with Intel is perceived as a way for NVIDIA to gain favor with the U.S. government while navigating the complexities of the U.S.-China relationship [7][11]. - NVIDIA's efforts to maintain a positive reputation in the U.S. while seeking opportunities in China are described as a challenging balancing act [9][11]. Group 3: Huawei's Advancements - Huawei is set to launch several new AI chips, including the Ascend series, aiming to reduce reliance on U.S. technology and enhance its competitive edge in the AI sector [11][12][14]. - The introduction of these chips is seen as a significant step towards breaking the supply bottleneck in China's AI development and promoting domestic alternatives to NVIDIA's products [12][14]. - Huawei's advancements in chip technology are expected to further intensify competition with NVIDIA, as the company aims to establish itself as a leader in AI computing [11][12].