Huang Renxun began looking for other options, turning his attention to China, hoping Beijing would make a change.

To make NVIDIA return to the Chinese market, Huang Renxun has gone to great lengths.

According to Reuters and Bloomberg, on November 7, Huang Renxun visited Taiwan, and one of the purposes of this trip was to visit long-term supply chain partners, TSMC.

On that day, during an interview with the media, he pushed the decision for NVIDIA's return to the Chinese market to the Chinese side.

His exact words were: "Whether NVIDIA can return to the Chinese market depends on when the Chinese side is willing. I look forward to the Chinese side adjusting its policies so that NVIDIA can have a chance to serve the Chinese market again."

It is clear that Huang Renxun really wants to keep the cake of the Chinese market, wanting profits and monopoly.

When unable to persuade the U.S. government to change, he began to hope for "the Chinese side changing policies" to break the deadlock, hoping Beijing would make a change.

But this statement seems to hand over the choice to the Chinese side, but in reality, it is misleading.

The real obstacle for NVIDIA entering the Chinese market is the U.S. government's continuous technological blockades.

Moreover, China's pursuit of self-reliance in the chip industry is not due to "rejecting foreign capital," but rather a necessary requirement for data security and supply chain stability.

From the H20 chip being found to have security vulnerabilities, to NVIDIA being investigated for anti-monopoly, China's regulatory measures have always been centered around the principles of "security" and "fairness," not targeting specific companies.

Moreover, market choices are not just about policy preferences, but about products, technology, and trust.

Huang Renxun still needs to address the security vulnerabilities and anti-monopoly issues that NVIDIA cannot avoid, which are trust crises.

In fact, Huang Renxun is not entirely unaware of the core issue.

Lately, he has frequently "hyped" in public.

For example, a few days ago, at the AI Future Summit hosted by the Financial Times, Huang Renxun bluntly stated, "China will win the AI competition."

This statement sparked considerable discussion, and the newspaper even evaluated it as his "most straightforward statement to date."

On November 7, during this interview, Huang Renxun also made a clarification.

He explained, "That was not my intention. What I meant was that China has very excellent AI technology and a large number of AI researchers. Because of these foundations, their development speed is very fast. Therefore, the United States must continue to move forward at a very fast pace, because global competition is too fierce; we have to run fast enough."

It is evident that he wants to use deliberate "hype" to persuade the U.S. government and pressure it to relax regulations, but he is also afraid of making sharp statements that could offend U.S. politicians and affect subsequent chip export approvals, so he keeps shifting back and forth.

Additionally, in this interview, he once again emphasized that the U.S. government's restrictions on China may backfire, ultimately forcing China to accelerate breakthroughs in AI chips and related technologies, cultivating strong competitors capable of rivaling NVIDIA.

It must be said that after failing to get the U.S. government to respond, and now trying to get the Chinese side to compromise to let NVIDIA return to the Chinese market, Huang Renxun is indeed very anxious, but talking too much leads to mistakes.

No matter what, NVIDIA losing the Chinese market is due to the U.S. government's policy restrictions and NVIDIA's own technical security issues, not China's problem. The Chinese market will not accept "watered-down chips."

Not to mention, all of Huang Renxun's rhetoric is purely for his own interests.

Indeed, there is not much time left for NVIDIA. Chinese domestic chip companies have already achieved breakthroughs in multiple dimensions and are accelerating forward.

When the U.S. government tried to use technological blockades to hinder China's technological development, it inadvertently accelerated the independent progress of China's chip industry. And independent innovation has become the mainstream of China's technology industry, a trend that is irreversible.

Huang Renxun wants the Chinese market to continue relying on NVIDIA, which is becoming increasingly impossible.

Original article: https://www.toutiao.com/article/7570225179897496090/

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