Huang Renxun Refutes the AI Bubble Theory at Davos and Plans to Visit Beijing at the End of This Month
Leading AI chip company NVIDIA's CEO Huang Renxun stated on the 21st at the World Economic Forum in Davos that the infrastructure required for developing and driving generative AI models will require an additional "trillion" dollars in investment in the future.
According to AFP, Huang Renxun made the remarks at the World Economic Forum in Davos, Switzerland. Despite the event, the global enthusiasm for AI was overshadowed by the transatlantic confrontation sparked by US President Trump's intention to acquire Greenland.
Huang Renxun pointed out that the current AI wave has initiated the largest infrastructure project in human history. We have already invested hundreds of billions of dollars... but we still need to build trillions of dollars in infrastructure in areas such as energy, cloud computing, and electronics.
Some observers have warned that the AI investment boom may be increasingly likely to become a bubble and burst soon. Huang Renxun did not take this seriously.
He said: The idea of an AI bubble comes from the huge investment amount, and the reason for the large investment is that we must build the infrastructure required for all levels of AI applications. I believe this opportunity is indeed very rare.
Huang Renxun also tried to clarify concerns about AI potentially replacing jobs in large numbers, emphasizing that AI entering the workplace would actually create new types of jobs.
According to a report by Bloomberg on the 21st, sources said that NVIDIA CEO Huang Renxun is planning to visit China at the end of January, striving to re-open this key market for the company's artificial intelligence (AI) chips.
Recently, the US was preparing to allow NVIDIA to sell H200 processors to Beijing. Dario Amodei, CEO of AI startup Anthropic, said that selling advanced AI chips to China is a wrong decision with "incredible national security implications."
Amodei said during the World Economic Forum (WEF) held in Davos, Switzerland, in an interview with Bloomberg Editor John Micklethwait: "Selling these chips would be a major mistake. I think it's too crazy, like selling nuclear weapons to North Korea."
The US president is easing restrictions on exporting advanced AI chips to China, marking a significant shift in US policy, deviating from the original strategy of preventing Beijing and the Chinese military from using US technology to develop AI.
Media commentary said that this policy adjustment is a big victory for NVIDIA. The company has argued that if the ban continues, China will eventually develop its own alternatives.
The H200 chip, launched over two years ago, will become the most advanced AI chip legally exported to China. NVIDIA currently sells more advanced Blackwell generation chips in the US and is preparing to move to a new series of chips named after astronomer Vera Rubin, which are even faster.
Due to national security considerations, the sale of these high-end processors will still be restricted. However, AI chip manufacturer AMD is also seeking permission to export its MI325X chips to China.
Amodei pointed out that China is still relatively behind in AI development, and the chip embargo is an important factor limiting its progress. He had previously urged the Trump administration to maintain the export restrictions on chips to China.
Source: rfi
Original: toutiao.com/article/1855006935263433/
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