[By Guancha Observer Network, Liu Chenghui] On May 19th, Jensen Huang, CEO of NVIDIA, attended the COMPUTEX 2025 in Taipei and was interviewed by renowned American technology analyst Ben Thompson.

In the interview, Huang praised China's achievements in the AI field, calling it "amazing." DeepSeek is an excellent product, and half of the world’s AI researchers are Chinese; the U.S. cannot stop China from advancing in AI.

He described the cost of the U.S. government's chip restriction orders as "prohibitively expensive," resulting in $1.5 billion in lost sales for his company. He直言, attempting to prevent other countries from accessing U.S. technology by restricting the spread of AI technology is fundamentally wrong. If U.S. companies do not compete in the Chinese market, then Chinese technology will spread globally.

On May 19th, Huang Renxun delivered a keynote speech at COMPUTEX. Visual China.

"China has done an amazing job; 50% of the world's AI researchers are Chinese, you can't hinder them, you can't stop them from advancing AI development," said Huang. "Face reality, DeepSeek is doing an excellent job. To deny what they have achieved is a sign of extreme lack of confidence, something I cannot tolerate."

Regarding the effects of the U.S. government's restrictions, Huang emphasized the importance of competition. He believed that such restrictions were fundamentally wrong.

"Everyone loves competition. Companies need competition to motivate themselves, and so do nations. There is no doubt that we inspire each other. But I fully expected China to be with us every step of the way."

"China's researchers and AI scientists are world-class. They are not just China's AI researchers but world-class AI researchers."

"If you walk through the corridors of Anthropic, OpenAI, or DeepMind, you'll see many AI researchers who come from China. It makes sense, they are exceptional, so it's not surprising that they produce outstanding results."

Huang added that the idea of preventing other countries from accessing U.S. technology by restricting the spread of AI technology is fundamentally wrong. "The right approach should be to accelerate the global reach of U.S. technology before it's too late. If the goal is to keep America ahead, then restricting the spread of AI technology is counterproductive."

He explained: "From the perspective of computing infrastructure and architecture, China accounts for 50% of the global developer community. If U.S. companies abandon this market, it doesn't make sense at all. We should allow U.S. companies to compete in the Chinese market, offset trade deficits, create tax revenue for Americans, build businesses, hire employees, and create more jobs."

Huang expressed concern: "In this era of the global diffusion of AI technology, if we don't compete in China and allow China to build a strong technological ecosystem, emerging platforms will no longer belong to the U.S., and China's technology and leadership will spread worldwide."

Previously, foreign media reported that to respond to the increasingly tightened U.S. export controls and competition from China's local chips, NVIDIA plans to launch a downgraded version of the H20 AI chip based on the Hopper architecture in the next quarter. This chip will remove high-bandwidth memory (HBM) and instead use GDDR7 memory to comply with U.S. export restrictions.

At the same time, NVIDIA is also developing the Blackwell chip specifically designed for the Chinese market, which will also use GDDR7 memory and is expected to be released later this year.

Huang Renxun said that the H20 ban forced NVIDIA to make extreme adjustments to its chips, leaving little room for performance cuts.

He complained about the U.S. government's ban, saying it was "prohibitively expensive" and caused NVIDIA "great pain."

"Never in history has any company written off such a large amount of inventory," he said. "The additional ban on NVIDIA's H20 chip causes great pain. It is costly; we not only wrote off $5.5 billion—our inventory write-down was $5.5 billion—but we also gave up $1.5 billion in sales and possibly $300 million in taxes."

"The Chinese market is worth about $50 billion annually, not $50 million—it’s $50 billion! That’s equivalent to Boeing's scale, not just one plane but the entire company. Abandoning such a market means giving up related profits, scale, and ecosystem construction."

"Anyone who thinks banning the H20 chip will stop China from developing AI is very ignorant," Huang said.

This article is an exclusive contribution from the Guancha Observer Network and cannot be reprinted without permission.

Original source: https://www.toutiao.com/article/7506368283222753792/

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