Nvidia(US:NVDA) 半导体行业观察·2025-11-06 01:17Core Viewpoint - Nvidia's CEO Jensen Huang warns that China may surpass the US in the AI race, emphasizing the need for the US to attract global developers to maintain its lead in AI technology [2][3]. Group 1: Nvidia's Market Position - Nvidia's market share in China has plummeted from 95% to 0%, highlighting the impact of US policies on its ability to operate in the Chinese market [4][5]. - The company has not applied for US export licenses to sell chips in China due to the Chinese government's stance [3][6]. Group 2: US-China Technology Competition - Huang stresses that the US must adopt a nuanced approach to regulations affecting China's access to critical AI technologies, as overly aggressive policies could harm US interests [5][6]. - The competition for advanced AI chips, particularly those produced by Nvidia, is central to the tech rivalry between the US and China [2][4]. Group 3: Future Outlook - Huang expresses hope for a change in US policies that would allow Nvidia to re-enter the Chinese market, which he views as a significant opportunity given its size and vibrant ecosystem [6].