黄仁勋很苦恼-中国不再需要NVIDIA

Core Viewpoint - The article discusses the impact of U.S. export controls on NVIDIA's advanced AI chips to China, highlighting the potential for China's self-sufficiency in technology and the diminishing reliance on U.S. technology [2][4]. Group 1: U.S. Export Controls and NVIDIA - The U.S. has implemented export controls on NVIDIA's advanced AI chips to China, aiming to curb China's technological development [2]. - NVIDIA's CEO Jensen Huang stated that the U.S. underestimates China's potential in the tech industry, as China can now produce millions of AI chips independently [2][4]. - Huang expressed a desire for improved U.S.-China relations to create opportunities for NVIDIA to re-enter the Chinese market [2]. Group 2: Impact on the Market - Huang noted that during Trump's first term, U.S. tech companies had the freedom to compete in the Chinese market, which was beneficial for establishing "American standards" in technology [4]. - Recent tightening of U.S. export restrictions has pressured American chip manufacturers to exit the Chinese market, leading to a significant loss of market share for companies like NVIDIA [4]. - Huang indicated that NVIDIA initially expected to capture a certain market share in China, but now anticipates that share to drop to zero due to current conditions [4]. Group 3: China's Technological Independence - Huang emphasized that the U.S. government's concerns about national security are unfounded, as China's domestically produced AI chips meet performance and supply needs [4]. - The article suggests that China has developed a robust technological ecosystem capable of supporting its own industry without reliance on U.S. technology [4].