NVIDIA's shipment to China faces obstacles, Huang Renxun proposes a new perspective, it must be allowed for China to use

October 30th news, NVIDIA CEO Huang Renxun attended an event and again issued a strong warning against the U.S. government's regulatory policies.

He said directly that if the U.S. does not allow selling AI chips to China, it will lead to loss of developer support worldwide, which would be more harmful to the United States in the long run.

He emphasized: "We hope the world is built on our technology stack, but we also need to have a presence in China to win over developers there."

This statement is a realistic response to NVIDIA's recent severe restrictions in the Chinese market.

Over the past few years, the number of AI chips sold by NVIDIA in China has accounted for more than a quarter of its data center business, making it one of its most important revenue sources.

Huang Renxun once publicly stated that the Chinese market is not only vast, but also progressing rapidly, and no global technology company can ignore it.

In addition, a large number of AI companies, university laboratories, and start-ups in China form an important part of NVIDIA's technical ecosystem. After the export ban took effect, although NVIDIA urgently launched some modified versions of chips to retain the market, they were discarded in the Chinese market due to security issues, leading to shipment obstacles.

Therefore, recently Huang Renxun has been emphasizing that chips must be sold to China, and this time he even proposed a new perspective, focusing on developers.

The concern of Huang Renxun is the division of the technical ecosystem. Over the past decade, the United States has built an almost monopolistic development environment in AI through GPUs + CUDA toolchain.

Whether it is model training, algorithm deployment, or scientific research and teaching, the U.S. standards are everywhere.

But this advantage is based on the deep participation of developers from countries like China. Once Chinese developers can no longer continue to get mainstream hardware support, they may turn to domestic alternatives and build their own new ecosystems in the medium to long term, which would greatly weaken the global influence of the United States.

Huang Renxun said that we hope the world is built on the U.S. technology stack, which actually means: we cannot lose Chinese developers.

Because once AI talents, computing power, and toolchains complete the loop in China, it will be extremely difficult for the U.S. to output technological standards in the future, and NVIDIA's most competitive CUDA will no longer be the only choice, naturally suffering a major blow.

Original: www.toutiao.com/article/1847476785622024/

Statement: This article represents the personal views of the author.