黄仁勋：美国芯片领先好几代

Core Viewpoint - Jensen Huang, CEO of Nvidia, sparked controversy with his statement that China is leading in the AI race, prompting him to clarify his remarks during a discussion at the Center for Strategic and International Studies (CSIS) [1][4]. Group 1: Energy and Industrial Challenges - Huang emphasized that China's dominance in energy resources is a critical factor in the AI competition, noting that China's energy reserves are twice that of the U.S. [1] - He highlighted the importance of energy for building chip factories, computer systems, and AI data centers in the U.S., stating that without energy, revitalizing American industry would be challenging [2]. - Huang praised former President Trump for recognizing the significance of energy in national development, calling it one of his greatest contributions [2]. Group 2: Semiconductor and Infrastructure - While the U.S. leads in semiconductor technology, Huang warned against complacency, stating that the semiconductor manufacturing process is complex and that underestimating China's capabilities is a mistake [3]. - He pointed out that the U.S. takes about three years to build a data center, while China can construct a hospital over a weekend, indicating a significant difference in infrastructure development speed [3]. - Huang reiterated that although the U.S. is ahead in chip technology, the rapid growth of China's capabilities should not be overlooked [3]. Group 3: Clarification on AI Competition - Following his initial comments, Huang clarified that China is only a few nanoseconds behind the U.S. in AI development and stressed the need for the U.S. to rally global developers' support to win the competition [4].