Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-11-07 01:01Core Viewpoint - Nvidia's CEO Jensen Huang stated that China is poised to win the AI race against the U.S., attributing this to China's relaxed data center regulations and lower energy costs, although he later clarified that China is only slightly behind the U.S. in AI technology [1][3]. Group 1: AI Competition - Huang emphasized that the U.S. must maintain its lead in AI to attract global developers, stating that China is only a few nanoseconds behind the U.S. in AI technology [1]. - He criticized new AI regulations in various U.S. states, suggesting they could lead to numerous new regulatory measures, contrasting this with China's energy policies that allow local tech companies to operate AI chip alternatives at lower costs [1][3]. Group 2: Nvidia's Market Position - Nvidia's stock experienced a brief decline following Huang's comments, yet the company remains the most valuable globally, recently becoming the first to surpass a market capitalization of $5 trillion [3]. - Huang noted that Nvidia's market share in China has plummeted from 95% to 0%, indicating a complete withdrawal from the Chinese market due to U.S. policies [3][4]. Group 3: Future Outlook - Huang expressed a desire for Nvidia to re-enter the Chinese market, stating that it would be beneficial for both the U.S. and China, and hopes for a consensus between the two governments to allow Nvidia's technology exports to China [4].