Huang Renxun’s’ most straightforward statement ‘: China’s actions will win over the United States

China will win the artificial intelligence (AI) competition. ”On November 5th local time, Huang Renxun, the founder and CEO of Nvidia, said these words at the AI Future Summit hosted by the Financial Times, which were described by the British media as his “most straightforward statement to date” (the starkest comments yet).

According to an exclusive report by the Financial Times, the head of the world’s most valuable company believes that China will defeat the United States in the AI race due to China’s relaxation of data center regulations and reduction of energy costs.

We need more optimism. “He also criticized that Western countries, including the United States and the United Kingdom, are now being invaded by” cynicism “(originally meaning cynicism, or understood as pessimistic skepticism).

Huang Renxun specifically criticized the new AI regulations introduced by various states in the United States and stated that this may lead to “50 new regulatory measures”. He also compared this approach with China’s energy policy, mentioning that local Chinese technology companies can operate domestically produced AI chip alternatives at lower costs.

Huang Renxun speaks at the Financial Times conference

In September of this year, the Economic Reference Daily learned from the National Energy Administration that the National Development and Reform Commission and the National Energy Administration recently issued the “Implementation Opinions on Promoting the High Quality Development of ‘Artificial Intelligence+’ Energy” (hereinafter referred to as the “Implementation Opinions”), proposing phased goals for the development of artificial intelligence in the energy field, systematically deploying eight application scenarios of artificial intelligence+power grid, new energy formats, new energy, hydropower, thermal power, nuclear power, coal, and oil and gas, and clarifying 37 key tasks for the integrated application development of artificial intelligence+energy in the form of columns, supporting high-quality energy development and high-level security.

Sun Chuanwang, a professor at the China Energy Economy Research Center of the School of Economics of Xiamen University, believes that the introduction of the Implementation Opinions will promote the deep integration of artificial intelligence and the energy industry, inject new momentum into the implementation and application of AI technology in the whole chain of energy production, transmission, consumption, storage, etc., improve the overall efficiency of the energy system, accelerate the commercialization of new business types and models such as virtual power plants, smart parks, and energy Internet, and effectively help China’s energy security, green transformation, and high-quality development.

The Financial Times pointed out that Huang Renxun had previously warned multiple times that the latest AI models in the United States do not have a clear advantage compared to Chinese competitors, and urged the US government to open up the market and allow Nvidia chips to enter China to ensure that the world continues to rely on its technology.

According to reports, since Chinese AI startup DeepSeek shocked the world with its large-scale language model released earlier this year, the United States has been concerned about China’s progress in the AI field for a whole year. At the same time, this has sparked a heated debate in Silicon Valley, with the focus on whether more resource rich American AI companies, including OpenAI and Anthropic, can defend their technological advantages.

In September of this year, Huang Renxun also pointed out during a podcast program that China has strong potential in chip research and manufacturing. At that time, he said that China has abundant talent reserves and fierce internal competition. “China is only a few nanoseconds behind the United States, so we must compete

The Financial Times reported that on October 28th local time, the first NVIDIA Developer Conference was held in Washington, highlighting the chip manufacturer’s efforts to win support from the US government.

At this conference, Huang Renxun further conveyed his core viewpoint to the Trump administration: only when the global market, including China, adopts the NVIDIA system, can the United States win in the AI competition; On the contrary, if NVIDIA continues to be excluded from the Chinese Mainland market, the United States will suffer more losses than China. He hopes that the government can face up to the damage caused to the United States by the restrictions on chip exports to China.

However, Bloomberg pointed out that if Nvidia’s products are really sold to China as Huang Renxun hopes, the Trump administration’s established policy on technology competition between China and the United States must be completely changed.

In early October, Huang Renxun reminded American decision-makers at an event hosted by Citadel Securities in New York that they hope their country can win in the AI competition, “but it is important to remember that what harms China can often harm the United States, or even more seriously.” “Before rushing to introduce policies that are harmful to others, perhaps we should take a step back and reflect on which policies are beneficial to the United States.

He revealed that Nvidia’s market share in China has dropped from 95% to zero, and “currently, we have 100% withdrawn from the Chinese market”. I can’t imagine any decision maker thinking this is a good idea, that the policies we (the United States) have implemented have caused the United States to lose one of the world’s largest markets and drop to zero

Therefore, at the end of October, Huang Renxun, who visited South Korea again after more than a decade, still had the Chinese market in mind when participating in activities related to the Asia Pacific Economic Cooperation (APEC).

According to Reuters and Bloomberg local time on October 31st, Huang Renxun stated in a speech in South Korea that although there are currently no plans, he still hopes to sell Nvidia chips to Chinese customers.

We have always hoped to return to the Chinese market, and I believe that Nvidia has developed very well in China. This is in the best interest of both the United States and China, “he said.” So I hope that one day the two governments can reach a consensus and allow Nvidia’s technology to be exported to China

Huang Renxun told reporters that the so-called “national security concerns” of the United States are unreasonable, as China’s domestically produced AI chips can fully meet its application needs.

He believes that underestimating Huawei’s astonishing competitive spirit is’ foolish ‘. It is extremely ignorant to think that Huawei cannot build a system, “he pointed out.” It is foolish to underestimate China’s strength and Huawei’s amazing competitive spirit. This is a company with extraordinary technology

On October 29th, at the regular press conference of the Ministry of Foreign Affairs, regarding Nvidia CEO Huang Renxun’s statement that the United States needs to export artificial intelligence (AI) chips to China, the spokesperson of the Ministry of Foreign Affairs, Guo Jiakun, responded to inquiries and suggested that specific questions be asked to the Chinese regulatory authorities. China has repeatedly stated its principled position on the issue of US chip exports to China and hopes that the US will take practical actions to maintain the stability of the global supply chain.