黄仁勋：中国芯片只落后一代

Core Viewpoint - The article discusses the implications of U.S. export controls on semiconductor technology, particularly focusing on NVIDIA and its CEO Jensen Huang's warnings about the potential advantages China could gain in the AI race due to these restrictions [1][2][3]. Group 1: Impact of U.S. Export Controls - Jensen Huang stated that the U.S. export controls have not achieved their intended goals and have caused more harm to American companies than to China [3]. - NVIDIA has decided to exclude the Chinese market from its revenue and profit forecasts due to strict U.S. export restrictions, which have resulted in a loss of $2.5 billion in potential revenue from its H20 AI chip [2][3]. - Huang emphasized that abandoning 50% of global AI research personnel would be unwise if the U.S. aims to win globally in technology [1][3]. Group 2: Competitive Landscape - Huang warned that if the U.S. does not engage with the Chinese market, companies like Huawei will dominate not only in China but also globally [1]. - The article highlights that the current export restrictions effectively hand over a significant portion of NVIDIA's business to Huawei, as Chinese tech companies require NVIDIA chips for their AI advancements [4]. - The competition in AI is intensifying, with Chinese startups like DeepSeek emerging with cost-effective AI models, further escalating the tech race [3]. Group 3: Future Developments - NVIDIA is expanding its operations, including plans to establish a cloud computing platform for industrial AI applications in Europe, indicating its commitment to maintaining a leading position in the global AI landscape [4]. - The article mentions that there are discussions about potentially relaxing export controls on certain microchips deemed critical for U.S. manufacturing, although high-end AI chips from NVIDIA will continue to face restrictions [2][3].