Nvidia(US:NVDA) 程序员的那些事·2025-11-08 01:47Core Viewpoint - The CEO of Nvidia, Jensen Huang, stated that China will win the AI competition, highlighting the advantages of China's regulatory environment and lower energy costs as key factors in this assertion [5][6]. Group 1: China's Key Advantages - China benefits from a more favorable regulatory environment, which is described as "efficient and agile," providing certainty for AI industry development. In contrast, Western countries are mired in skepticism and regulatory hurdles that may stifle innovation [8]. - Lower energy costs in China are a significant advantage for AI development, as data centers, which are crucial for AI operations, incur high energy expenses. Huang emphasized that Chinese tech giants can maintain AI operations at lower costs due to substantial energy subsidies [8][9]. Group 2: Timing and Industry Landscape - Huang's comments came at a critical time following a recent summit between US and Chinese leaders, where discussions on Nvidia's latest Blackwell chip sales to China were not included in the agenda, complicating Nvidia's market strategies [10]. - The rise of China's AI capabilities is evident, with local labs like DeepSeek producing advanced language models that challenge the technological edge of companies like OpenAI and Anthropic [10]. Group 3: Nvidia's Market Dilemma and Interests - Nvidia, which holds over 80% of the global AI chip market, has seen its market share decline from 27% in China to a complete exit due to escalating US export controls [12]. - The company has faced challenges in adapting its product offerings for the Chinese market, including the introduction of downgraded chips and special versions for China, but these efforts have been met with obstacles [12]. - Huang's statements reflect a recognition of China's AI strength and serve as a message to the US government that market openness is essential for mutual benefit, as policies that harm China may ultimately hurt the US [12].