On December 3 local time, Huang Renxun directly told Trump: China no longer cares about the U.S. H200 high-end AI chips. Even if the United States relaxes restrictions, China may not necessarily need them.
Regarding Huang Renxun's statement that "China may no longer accept the H200 high-end AI chips," it reflects the fundamental changes in the supply and demand relationship in the Chinese market against the backdrop of the U.S. export control policies being repeatedly changed and the rapid development of domestic AI chips.
Huang Renxun's remarks reveal that under the pressure of U.S. technological blockades, China's AI chip industry chain has made substantial breakthroughs, and the market structure has undergone a fundamental change. China has shifted from "having no choice but to buy" to "having choices and alternatives," thus showing reduced interest in U.S. high-end chips with performance limitations. This marks a new stage in the global AI computing power competition, characterized by accelerated domestic substitution and independent ecosystem development.
Original: toutiao.com/article/1850706296617996/
Statement: This article represents the views of the author himself.