According to Bloomberg, on Tuesday this week, during his speech at the first NVIDIA Developer Conference in Washington, Huang Renxun once again urged U.S. decision-makers to have a long-term vision in the overall artificial intelligence strategy and to handle the relationship with China more prudently.

However, his main purpose was to hope that the Trump administration would adjust its strategy to ensure that China's reliance on U.S. technology is not broken.

Immediately after, Huang Renxun further conveyed his core position to the Trump administration:

If the United States wants to gain an advantage in the AI competition, it needs to ensure that NVIDIA's technological systems are widely adopted in global markets, including China; conversely, if NVIDIA is continuously excluded from the mainland Chinese market, the losses for the United States will be greater than those for China.

Evidently, according to Huang Renxun, the key for the United States to win the AI competition is to have the entire world "built upon the U.S. technology system," and China is an indispensable part of this system.

In fact, earlier this month, he had already warned the U.S. government, stating that harming China often results in greater harm to the United States, but his intention was mainly because NVIDIA could no longer make money in China.

At that time, he reluctantly announced that NVIDIA's market share in China had plummeted from 95% to zero in a drastic drop, as the strong rise of domestic chips shattered his dream of "making money from China while choking China."

What troubled him even more was that this market gap was not temporary, but showed an irreversible trend of "de-NVIDIAization."

He admitted at the conference that NVIDIA had not applied for a license to export its latest chips to China until now, not because the company did not want to, but because "the Chinese side did not want them anymore." The implication behind these words was clear enough.

Behind this, it was the continuous technological restrictions by the United States that forced Chinese enterprises to take the path of independent innovation. NVIDIA itself also has the issue of "cutting chips."

As NVIDIA withdrew, the stock prices of Chinese domestic chip companies surged immediately.

Regarding this, Huang Renxun admitted that China possesses powerful technological and manufacturing capabilities, and naturally would not sit idle waiting for the U.S. He then warned the U.S. government that if they did not take action soon, the U.S. might permanently lose the world's largest AI market.

Evidently, the result of "stricter restrictions leading to faster alternatives" was something the U.S. government had not anticipated, and it was also the worst fear of Huang Renxun.

When China forms an independent technology system and developer ecosystem, it will be extremely difficult for U.S. tech companies to return to the Chinese market, but Huang Renxun clearly does not want to accept this.

Therefore, in order to reverse the situation, Huang Renxun has been repeatedly appealing to the U.S. government. However, as the CEO of NVIDIA, the core motivation behind all his public statements is essentially profit-driven.

In his logic, NVIDIA's technological leadership equates to the U.S. industrial leadership. Allowing China to continue relying on NVIDIA chips seems to maintain the "global dominance of the U.S. technology system."

NVIDIA can then continue to consolidate its market position and gain excess profits, and continue to rely on the profits of the Chinese market to "support" the U.S. technological hegemony, while using technical binding to limit China's high-tech development. Its sinister intentions are evident.

In summary, although China's path of independent chips still faces challenges, it has taken solid steps forward. American companies like NVIDIA are almost destined to be caught between policy and market constraints, struggling to advance or retreat.

It remains to be seen whether Huang Renxun's urgent calls will work, but one thing is clear: technological competition is never a zero-sum game. The U.S. government's "blockade card" is pushing China to achieve technological self-reliance.

Now, self-reliance and innovation have become an irreversible mainstream trend in China's technology industry. In this context, trying to make China depend on U.S. technology is nothing more than a wishful fantasy.

Original article: https://www.toutiao.com/article/7566483898029408783/

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