黄仁勋输了

Core Viewpoint - The article discusses the potential implications of the U.S. government's decision regarding the export of Nvidia's Blackwell chips to China, highlighting the geopolitical tensions and the influence of key figures like Trump and Nvidia's CEO Jensen Huang [2][3][4]. Group 1: Nvidia's Blackwell Chip and U.S.-China Relations - Nvidia is seeking approval from the Trump administration to sell a slightly less powerful version of its Blackwell chip to China, which is crucial for the company's future in the Chinese market [3][5]. - Trump's initial willingness to consider the export of the Blackwell chip has shifted, with recent statements indicating that the U.S. will not allow China to purchase the most advanced chips [4][5]. - The potential sales of Blackwell chips to China could reach hundreds of billions, significantly impacting Nvidia's ability to attract Chinese AI companies [2][5]. Group 2: Political Dynamics and Industry Impact - Senior officials, including Secretary of State Marco Rubio, advised Trump against discussing Nvidia's chip sales during his meeting in South Korea, citing national security concerns [2][3]. - Despite some easing of tensions, no major agreements were reached between the U.S. and China, allowing both sides to build self-sufficiency in key industries [5][6]. - Nvidia's efforts to promote the Blackwell chip in China are expected to continue, especially with Trump's planned visit to China in April [5][6]. Group 3: Technical Specifications and Market Challenges - The Blackwell series GPUs are Nvidia's most powerful AI chips, with performance improvements of approximately three times in training AI models and fifteen times in inference compared to the previous generation [5][6]. - Even if the Blackwell chip is approved for sale in China, its feasibility remains uncertain due to previous export restrictions and the requirement for Nvidia to pay a percentage of its revenue from the Chinese market to the U.S. government [6]. - Nvidia has faced significant losses from halting sales of older chips in China, amounting to billions of dollars [6].