谈到华为，“十万火急”

Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes the urgency of addressing chip export restrictions to China, warning that neglecting the Chinese market could allow local competitors like Huawei to gain a significant advantage in the global AI landscape [1][2]. Group 1: Market Dynamics - Huang warns that if American companies allow Chinese competitors to dominate, China will quickly seek to export its AI technology globally [1]. - He asserts that relinquishing the Chinese market to local firms will facilitate China's ability to export advanced technologies to other countries [2]. - Huang highlights that China is accelerating its technology promotion efforts, understanding that early market entry and ecosystem development are crucial for becoming indispensable [2]. Group 2: Competitive Landscape - Huang expresses concern over Huawei's capabilities, noting that the company has successfully exported 5G technology through initiatives like the Belt and Road, and is now extending similar strategies to AI [2]. - He acknowledges Huawei as a formidable global tech competitor, emphasizing their agility and responsiveness in the market [2]. Group 3: Energy Supply and Policy Implications - Huang points out that China's energy supply is twice that of the U.S., which he finds illogical given the larger U.S. economy, suggesting that the U.S. must leverage all available energy forms, including nuclear energy [2]. - He calls for the U.S. to encourage and accelerate nuclear energy development to remain competitive [2]. Group 4: Nvidia's Position and Challenges - Nvidia is striving to enter the lucrative Chinese market but faces challenges, including security concerns, regulatory scrutiny, and antitrust investigations in China, as well as backlash in the U.S. for its compliance with government revenue-sharing [4]. - Huang's recent discussions with U.S. President Trump revolve around the critical decision of whether to allow Nvidia to sell the H200 chip to China, which is a generation behind its flagship products [4][5]. - The U.S. government is considering a legislative proposal that could potentially ease restrictions on Nvidia's sales to China, marking a significant policy shift since 2022 [5]. Group 5: Market Potential - Huang estimates that the current AI chip market in China is approximately $50 billion, with projections to grow to $200 billion by the end of 2030 [6]. - He emphasizes the missed revenue opportunities for American companies due to current export restrictions, which he believes could significantly impact Nvidia's investment capabilities [6].