黄仁勋直言：对华的芯片出口政策失败

Core Viewpoint - NVIDIA's CEO Jensen Huang criticized the U.S. government's restrictions on semiconductor exports to China as a "failure" and welcomed recent comments from former President Donald Trump about potentially repealing these policies. Huang emphasized the need for the U.S. to reclaim its leadership in the AI semiconductor sector, which is projected to grow to $50 billion this year [1][2]. Group 1: U.S. Export Restrictions - Huang stated that the U.S. government's export restrictions have led to significant losses for NVIDIA, amounting to billions of dollars, which exceeds the sales of many semiconductor companies [1]. - He pointed out that the initial assumptions behind the AI diffusion rules were fundamentally flawed, leading to misguided policies [1][2]. Group 2: AI Infrastructure and Market Dynamics - Huang highlighted that over 50% of the world's AI researchers are based in China, and the export restrictions have forced many to turn to domestic technologies [2]. - He praised Trump's understanding that U.S. companies are not the sole providers of such technologies, indicating a shift in perspective regarding AI development [2]. - Huang noted that the investment in AI infrastructure is still in its early stages, and the emerging reasoning AI models will significantly increase the demand for computational resources, potentially by up to 1,000 times [2][3]. Group 3: Future Strategies - During his keynote speech at Computex 2025, Huang described AI infrastructure as the next critical infrastructure following electricity and the internet, stressing that investment in this area is just beginning [3]. - He urged the U.S. to accelerate its efforts to surpass China in AI technology, emphasizing the need for widespread adoption and rapid advancement in AI capabilities [3].