黄仁勋：“中美脱钩”太天真，没常识

Group 1 - The core focus for NVIDIA CEO Jensen Huang in 2025 is to lobby the U.S. government to ease restrictions on chip sales to China, emphasizing that the idea of U.S.-China decoupling is naive and not based on common sense [1][2] - Huang believes that both the U.S. and China should continue investing in their own independence while recognizing the interdependence between the two nations [1] - Huang praised former President Trump for his pragmatic approach to China, noting that the relationship between the two countries should be managed with a more nuanced strategy rather than simple opposition or separation [2] Group 2 - Huang's recent comments come after Trump lifted a policy that previously restricted NVIDIA from exporting H200 chips to China, allowing exports under the condition of a 25% revenue share with the U.S. government [4] - The H200 chip is significantly more powerful than the previously restricted H20 chip, with performance nearly six times greater, indicating a competitive edge in the Chinese market [4] - Huang stressed that restrictions on advanced chip exports will not slow down China's AI development, and he has been actively advocating for the U.S. government to relax these export limitations [5] Group 3 - Huang estimates that the AI chip market in China is currently valued at approximately $50 billion and could grow to $200 billion by the end of 2030, highlighting the missed revenue opportunities for U.S. companies due to current restrictions [5] - He expressed a desire for NVIDIA to re-enter the Chinese market, emphasizing the importance of this revenue stream for increasing investment and accelerating growth [5]