NVIDIA CEO Huang Renxun bluntly stated that thanks to its energy and regulatory advantages, China will win the AI race, and overly cautious and conservative regulations in Western countries such as the UK and the US will “drag down”.
Nvidia CEO Huang Renxun predicts that China will surpass the United States in the AI race due to lower energy costs and a more relaxed regulatory environment. This is his most severe assessment of the AI competitive landscape to date.
Since DeepSeek emerged at the beginning of the year, concerns in the United States about China’s AI progress have escalated, sparking heated discussions in Silicon Valley: can more resource rich American AI companies, including OpenAI and Anthropic, maintain their technological leadership?
As the head of the world’s most valuable company, Huang Renxun bluntly stated in an interview with the Financial Times that “China will win the AI competition. ”He stated that Western countries, including the United States and the United Kingdom, are being constrained by “excessive denial”. He said during the “AI Future Summit” hosted by the Financial Times on Wednesday, “We need more optimism
Huang Renxun specifically criticized the new regulations on AI in various states of the United States, stating that it may lead to the emergence of “50 new regulatory systems”. He compared this to China’s energy subsidies, pointing out that these subsidies make it easier for local technology companies to afford the cost of running domestic AI chip alternatives. There, electricity is almost free, “he said exaggeratedly.
Huang Renxun had previously warned that the gap between the latest AI models in the United States and China is not significant, and urged the US government to reopen the chip market to maintain global dependence on American made technology. He reiterated in an interview on Wednesday:
As I have always said, China is only a few nanoseconds away from the United States in the field of AI. The United States must catch up and win the support of global developers in order to ultimately win. ”
The Financial Times reported this week that many places in China have increased energy subsidies for large data centers operated by technology giants such as ByteDance, Alibaba and Tencent. Insiders revealed that local governments have increased electricity subsidies after domestic chips from companies such as Huawei and Cambricon have lower energy efficiency than Nvidia products, leading to higher electricity costs for technology companies. However, the news has not yet been confirmed.
According to the Financial Times, Huang Renxun had previously urged Washington to allow broader chip sales. Trump reiterated last week that he does not intend to allow Nvidia’s most advanced Blackwell chips to enter the Chinese market. These are the most advanced technologies, and we won’t let anyone other than the United States own them, “Trump said in an interview with CBS.” We can have them collaborate with NVIDIA, but it won’t involve the most cutting-edge products
Nvidia held a developer conference in Washington D.C. last week, once again demonstrating that the company is actively seeking government support. Previously, Trump hinted that Nvidia Blackwell chips may re-enter the Chinese market in a modified version, and “I may reach an agreement on a ‘negatively enhanced version’ of Blackwell. ”
Prior to this statement, Nvidia and AMD (AMD. O) had agreed to pay the US government 15% of their AI chip sales revenue in China as a fee, but the relevant regulations have not yet been implemented.
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