Nvidia(US:NVDA) Xin Lang Cai Jing·2025-10-11 22:12Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes the need for the U.S. to win the AI competition against China, suggesting a strategy that aligns AI technology with U.S. dominance, reflecting a strong technological colonial mindset [1][3]. Group 1: Nvidia's Market Challenges - Nvidia's attempt to enter the Chinese market with downgraded AI chips faced strong resistance, leading to the halt of production due to performance limitations and restrictions [3]. - The Chinese market previously accounted for 35.5% of Nvidia's global revenue, particularly significant in AI and high-performance computing sectors [3]. - The rise of domestic competitors like Huawei and Cambricon is compressing Nvidia's market space in China, prompting a shift in strategy towards geopolitical competition [3][4]. Group 2: U.S. Technological Strategy - Huang's "AI dollarization" strategy aims to create a closed technological system dominated by the U.S., where all core resources and standards are controlled by American entities [3][4]. - This system would require U.S. authorization for critical components such as chips, training platforms, and model operations, potentially allowing the U.S. to influence other nations' security and governance through algorithms [4]. Group 3: Global Reactions and Future Directions - There is increasing criticism of technological colonialism, with countries like the EU and Japan advocating for a more open and inclusive technological ecosystem [5]. - For China, the focus should be on accelerating domestic alternatives and fostering innovation and international collaboration in technology [5].