中企不再买英伟达芯片，黄仁勋竟发声，外交部强硬回击

Core Insights - Nvidia CEO Jensen Huang expressed disappointment over the escalating U.S. export controls on chips to China, which restricts Nvidia's ability to sell high-end chips in the Chinese market [1][3] - Huang's concerns extend beyond immediate lost orders; he fears a long-term trend where China may permanently shift away from U.S. technology [3][9] - China, previously a significant market for Nvidia, accounting for over 20% of its data center revenue, is becoming increasingly distant due to U.S. restrictions [3][9] Industry Dynamics - The Chinese government responded to Huang's comments, emphasizing its commitment to international rules and market principles, stating that the Chinese market remains open to compliant enterprises [3][7] - The U.S. export restrictions have inadvertently spurred a wave of technological self-sufficiency in China, with local companies like Huawei and others rapidly advancing in AI chip development [5][9] - In 2023, the Chinese AI chip market surpassed 100 billion, with a growing share of domestic chips, indicating a shift away from reliance on foreign technology [5][9] Strategic Implications - The loss of orders for companies like Nvidia, AMD, and Qualcomm signifies not just immediate revenue impacts but also a potential loss of strategic opportunities in the evolving tech landscape [7][9] - China's response to U.S. actions highlights its determination to achieve technological independence, with a focus on self-research and development as the path to strength [9][11] - The ongoing "chip war" initiated by the U.S. is reshaping the global tech ecosystem, with a shift from interdependence to fragmentation, driven by political rather than market forces [9][11]