黄仁勋回应任正非最新讲话

Core Viewpoints - Huawei's founder Ren Zhengfei emphasized that through methods like stacking and clustering, chip computing results can match the most advanced levels despite acknowledging a generational performance gap with U.S. chips [1][3] - Nvidia's CEO Jensen Huang recognized the performance gap but noted that AI is a "parallel problem," suggesting that China can compensate for single-chip performance differences by increasing computing nodes [1][7] Huawei's Chip Strategy - Ren Zhengfei stated that Huawei's Ascend chips are manufactured at a 7nm process, while Nvidia's chips are at 3nm, indicating a performance lag [3] - He proposed a pragmatic strategy of "mathematics compensating for physics, non-Moore compensating for Moore, and group computing compensating for single chips" to achieve practical performance [3] Self-Innovation and Resilience - Ren highlighted China's ample energy resources and scalable chip deployment capabilities, asserting that there is no need to overly rely on external technologies [4] - He expressed a determination for technological breakthroughs under restrictions, stating "don't think about difficulties, just do it" [4] Market Outlook - If the U.S. withdraws from the Chinese market, Huawei is positioned to meet domestic demand and expand globally [5] Nvidia's Concerns - Huang warned that if the U.S. continues to cut off supplies, Huawei could quickly fill the market void in China and capture global market share, potentially impacting Nvidia's business in China [8] Recognition of Huawei's Capabilities - Huang acknowledged that Huawei's Ascend chip performance is comparable to Nvidia's H200 and stated that China's AI development is "unstoppable," with 50% of global AI talent and rapid domestic production capabilities [9]