谈到华为5G技术出口，黄仁勋着急：要是中国AI也搞“一带一路”…

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 dominate the global AI landscape [1][2]. Group 1: Market Dynamics - Huang warns that if American companies allow Chinese competitors to capture the market, China will quickly seek to export its AI technology globally [1]. - He asserts that the U.S. is effectively ceding the second-largest AI market to China, which will enable local firms to mature technologically and compete with U.S. companies on a global scale [1][2]. - Huang highlights that the Chinese AI chip market is currently valued at approximately $50 billion and could grow to $200 billion by the end of 2030, representing a significant revenue opportunity for U.S. companies [7]. 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 Initiative, and a similar trend is emerging in the AI sector [2]. - He acknowledges Huawei as a formidable global tech competitor, emphasizing their agility and rapid response in the market [2]. Group 3: Energy and Resource Considerations - Huang points out that China has a significant advantage over the U.S. in terms of energy supply, with China's total energy being twice that of the U.S., which he finds illogical given the larger U.S. economy [2]. Group 4: Regulatory Environment - Nvidia is currently navigating a complex regulatory landscape, facing scrutiny in China over security risks and antitrust investigations, while also dealing with backlash in the U.S. regarding its compliance with export controls [5]. - Huang's recent discussions with U.S. President Trump revolve around the critical issue of whether Nvidia will be allowed to sell the H200 chip to China, which is a generation behind its flagship products [5][6]. - The U.S. Congress is considering legislation that could impact Nvidia's ability to sell advanced AI chips to China, with potential implications for national security and market access [6].