黄仁勋急眼，再锁中国，美国AI、芯片都要黄！

Core Viewpoint - Huang Renxun, CEO of Nvidia, urgently appeals to Washington to reconsider its restrictions on China, emphasizing that continued sanctions could jeopardize Nvidia's survival and the future of AI dominance in the U.S. [1] Group 1: Loyalty to American Manufacturing - Huang positions Nvidia as a champion of American manufacturing, highlighting the production of the Blackwell chip in Arizona as a response to the Trump administration's call to bring manufacturing back to the U.S. [3] - Despite claims of American manufacturing, reports indicate that advanced packaging technology remains in Taiwan, questioning the extent of "American-made" products. [3] Group 2: Financial Concerns - Huang reveals that Nvidia's market share in China's advanced chip sector has plummeted from over 90% to zero, representing a significant loss of potential revenue, estimated at $50 billion. [5] - This revenue loss is critical for Nvidia's ongoing research and development efforts, which are essential for maintaining its technological edge. [5] Group 3: Talent and Innovation - Huang warns that the U.S. risks falling behind China due to the reliance on top AI talent, with 50% of leading AI researchers being of Chinese descent. [7] - He emphasizes that policies pushing these talents away could be detrimental to the U.S. tech landscape, as the same individuals are crucial for innovation and competitiveness. [7] Group 4: Market Dynamics - Huang expresses concern over the rapid growth of China's domestic chip companies, which are quickly filling the void left by Nvidia's exit from the market. [9] - He notes that China is no longer passively accepting U.S. technology but is actively seeking alternatives, indicating a shift in market dynamics. [9] Group 5: Political Engagement - Huang reveals his ongoing communication with former President Trump, discussing strategies to balance tough policies against China while ensuring Nvidia's profitability. [11] - He advocates for a smarter approach to competition that avoids self-inflicted damage to the U.S. tech industry. [13]