Nvidia(US:NVDA) Xin Lang Cai Jing·2025-10-08 13:24Group 1 - The rapid development of AI technology in China has raised concerns in the U.S. about losing its leading position in the field [1][3] - NVIDIA CEO Jensen Huang emphasized the need for the U.S. to win the "AI race" against China, advocating for a global technology system based on American standards [1] - Huang stated that the U.S. should ensure its companies have access to advanced NVIDIA technology and chips, similar to how the world operates under the U.S. dollar system [1] Group 2 - Huang mentioned that NVIDIA's revenue forecasts do not include sales from the Chinese market, implying that any future revenue from China would be considered additional profit [2] - The U.S. government has implemented strict export controls to curb China's chip development, including a ban on NVIDIA's H20 chip exports to China until a revenue-sharing agreement was reached [2] - Chinese companies are actively developing domestic AI chips to replace NVIDIA's market share, with Huawei recently announcing a roadmap for its Ascend AI chips [2] Group 3 - The U.S. government's broad application of national security concerns and export controls is disrupting market order and undermining global supply chain security [3]