Foreign media: Overly restricting the export of AI chips to China would be counterproductive. The United States blocking China's access to high-performance AI chips will encourage China to develop its own AI chip capabilities more effectively, weakening the US's leadership position in AI and related technologies.
From a policy perspective, the Biden and Trump administrations have been inconsistent in their stance on NVIDIA GPU exports. For example, the miscalculation of China's AI capabilities by the US in January 2025 led to restrictions on the export of H20 chips, causing significant economic losses for NVIDIA. However, in July, the Trump administration stated that it would allow NVIDIA to resume exporting the chip.
Restricting chip exports from the US will drive China to increase investment in AI, giving companies like Huawei more market opportunities. Moreover, the future development of AI not only depends on high-performance chips in data centers but also includes network edge devices, where Huawei holds an advantage in the global edge device market. If the US chip advantage is no longer obvious, a full Huawei AI ecosystem may emerge globally, and the US will lose its leading position in the global AI competition.
Therefore, the US should allow companies to sell some high-performance chips to China to maintain its dominant position in the global AI chip market.
Original article: www.toutiao.com/article/1840594650399751/
Statement: This article represents the views of the author.