Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-12 02:22Core Viewpoint - Nvidia CEO Jensen Huang expressed concerns about the US-China AI competition, predicting that China will win in the generative AI race within the next 5 to 10 years due to its vast pool of AI talent and criticized US chip export controls as counterproductive [3][4]. Group 1: AI Competition - Huang stated that China has approximately 1 million professionals working in AI research, while Silicon Valley has only about 20,000 focused on large model development [4]. - He predicted that by 2027, China's AI computing power will surpass the total of all other countries combined [4]. Group 2: US Response and Industry Impact - Huang's comments sparked significant backlash in the US, with media criticizing Nvidia's role in the AI sector and suggesting that its business model may contribute to an economic bubble [4][5]. - Despite concerns, Silicon Valley remains a core hub for AI innovation, with major companies like Google, Microsoft, and Meta leading in technological development [5]. Group 3: Broader Implications - Huang's remarks highlight the complexities of global AI competition and the intensifying US-China tech rivalry, raising questions about the effectiveness of US technology restrictions on curbing China's rise [5]. - The incident may impact Huang's reputation and Nvidia's future, as any potential leadership change could increase market uncertainty [5].