【By Observer Net, Yuan Jiaqi】

Facing the backlash caused by the U.S. government's "stunts," NVIDIA is having a tough time. According to reports from U.S. media such as Bloomberg on the 28th, during the first NVIDIA Developer Conference held in Washington on Tuesday, CEO Huang Renxun emphasized his support for the Trump administration's agenda while again urging U.S. policymakers to take a long-term view and handle relations with China carefully in the overall AI strategy, ensuring that China continues to rely on American technology.

This mid-month, Huang Renxun had revealed that NVIDIA's market share in China's advanced chip market has dropped from "95% in the past to zero," and warned that U.S. technology restrictions on China not only "harm China" but also "often harm the U.S., even worse."

The report said that at Tuesday's conference, he further conveyed his core message to the Trump administration: Only if global markets, including China, adopt NVIDIA systems can the U.S. win in the AI competition; otherwise, if NVIDIA continues to be excluded from the mainland Chinese market, the losses suffered by the U.S. will be greater than those of China. He hopes the government will recognize the damage caused by the export restrictions on chips to the U.S.

Huang Renxun emphasized that China has a large group of software developers, and its technological strength is continuously improving. To maintain the leading position of American technology, it needs "delicate policies," "which requires balance and more long-term considerations."

In the Q&A session, he even stated directly, "Could the U.S. fall behind China? The answer is yes, because 50% of global AI researchers are Chinese."

He further explained, "We hope to compete with China, which is undeniable; we hope the U.S. wins this AI race, which is also undeniable. We hope the entire world is built on the American technology system, which is an explicit goal, but we also need to enter the Chinese market and win over its developers. A policy that causes the U.S. to lose half of the global AI developers will be of no benefit in the long run, and will instead cause us more harm."

Huang Renxun, screenshot of speech video

Reuters mentioned that Huang Renxun had previously claimed that NVIDIA needs to obtain about $5 billion in potential sales from the Chinese market, which would be used for R&D in the U.S. to maintain the company's industry leadership.

In Huang Renxun's view, Chinese enterprises favor NVIDIA products and American technology, mainly due to their superiority. "Chinese enterprises want to maximize production efficiency. American technology is the best, and top-tier technology is often the most cost-effective."

But at the meeting, Huang Renxun revealed that NVIDIA has not yet applied for U.S. export licenses to export its latest chips to China. He claimed the reason was "the Chinese don't want their chips."

"I hope things will change in the future, because China is a very important market," he said, "our task is to wait until they want us to return."

Huang Renxun added that with NVIDIA's withdrawal from the Chinese market, the stock prices of Chinese domestic chip companies have risen significantly. This signal should prompt the U.S. government to act quickly to push NVIDIA back into the Chinese market.

"China has strong technological and manufacturing capabilities, and they won't sit and wait for us," he warned.

Huang Renxun also pointed out that there are too many links in the current global AI technology system that depend on foreign products, and that China's self-developed AI chips and software are increasing constantly. He is worried that the U.S. may permanently lose this market, handing it over to China.

"I sincerely hope President Trump can help us find a solution," he admitted, "we are currently in an awkward situation."

Aside from the China policy, Huang Renxun also mentioned the Trump administration's immigration policy. He pointed out that if the U.S. cannot accept immigrants who contribute to the tech industry, it could still lag behind in the AI field. At the same time, he once again criticized the export restriction policies of the Biden administration, stating that these policies force some developers to turn to Chinese technology platforms to work.

"It is crucial for the U.S. to continue being a country where immigrants like me are willing to come to study, settle down, develop their careers, and live," he said.

U.S. politicians and media have long been hyping up the claim that advanced chips restricted for export to China keep flowing into China. However, China emphasizes that the U.S. politicizes, generalizes, and instrumentalizes trade, economic, and technological issues, continuously increasing export controls on chips to China. Such actions hinder the development of the global semiconductor industry and ultimately retaliate against themselves, harming both sides.

NVIDIA has already experienced the consequences. The company's 2025 fiscal year report shows that U.S. export restrictions have led to a continuous three-year decline in revenue from mainland China and Hong Kong.

After the Trump administration came to power, the U.S. once banned NVIDIA from exporting its specially designed chips for the Chinese market, H20. Later, under NVIDIA's lobbying and after the company agreed to pay 15% of its sales in China to the U.S. government, the U.S. resumed the export license for H20 to China in July.

However, shortly after, the H20 chip was exposed to have a backdoor security risk, and NVIDIA was questioned by the Cyberspace Administration of China. In September, the Silicon Valley giant was also investigated by Chinese regulators for suspected violations of antitrust laws. Previously, the public generally believed that China's confidence in dealing with chip giants' illegal acts stems from the collective breakthrough of China's technology industry.

The Wall Street Journal reported on the 28th that NVIDIA's recent hosting of its first major AI conference in Washington reflects that Huang Renxun is now spending more time seeking government support, with his interactions with U.S. government officials significantly increasing. Previously, for several decades, NVIDIA's influence in Washington has been relatively limited.

In Huang Renxun's view, Trump's commitment to winning the global AI competition is exactly what the U.S. needs.

Huang Renxun revealed that his conversations with Trump usually take place late at night in Washington, focusing on "bringing manufacturing back to the U.S." and "strengthening economic strength," and he views the "America First" agenda as an important factor in promoting U.S. manufacturing investment and leadership in the AI field.

In this speech centered on patriotism and national interests, Huang Renxun particularly promoted NVIDIA's most advanced AI chip - the Blackwell series graphics processing unit (GPU), especially highlighting the "Grace Blackwell NVL72" supercomputer, calling this powerful "intelligent machine" a core component mainly produced in U.S. factories.

"The U.S. manufacturing sector is recovering, which is incredible," he boasted in his speech, "the first request President Trump made to me was 'bring manufacturing back to the U.S.'... nine months later, we had fully mass-produced the Blackwell chips in Arizona."

However, the Wall Street Journal also pointed out that although TSMC's factory in Phoenix has started producing the first silicon wafers for the Blackwell GPU, these chips are not completely manufactured through all the processes in the U.S. including B100, B200, and GB200, multiple popular Blackwell series chips use TSMC's "wafer-level system integration" (CoWoS) technology to connect core components, and this technology is currently only applied in TSMC's factories in Taiwan, China.

Regarding this, Huang Renxun stated in the Q&A session after the speech that TSMC is planning to introduce this so-called "advanced packaging" technology to the U.S. soon, saying, "From the initial design concept, silicon wafer manufacturing, to the construction of intelligent systems, all future links will be completed in the U.S."

According to Bloomberg, Huang Renxun will also accompany Trump to attend the Asia-Pacific Economic Cooperation (APEC) summit in South Korea later this week.

Regarding the U.S. release of "a meeting between the Chinese and U.S. presidents," Huang Renxun said he "doesn't know" whether the issue of NVIDIA's chip exports will be a topic of discussion. He also refused to reveal whom he will meet. He added that when NVIDIA originally planned to hold the Washington conference, it had hoped that Trump would attend, but his Asian itinerary conflicted, and it ultimately did not happen.

American Energy Secretary Chris Wright, who also attended the conference, expressed optimism about the possibility of a possible agreement between China and the U.S., stating that "agreements and arrangements will not only benefit the U.S., but also benefit the world."

On October 27, Wang Yi, a member of the Political Bureau of the CPC Central Committee and Minister of Foreign Affairs, had a telephone conversation with U.S. Secretary of State Rubio.

Wang Yi stated that the U.S.-China relationship affects the direction of the world, and a healthy, stable, and sustainable bilateral relationship conforms to the long-term interests of both countries and is also the common expectation of the international community. He hopes both sides will move towards each other, prepare for high-level exchanges between the two countries, and create conditions for the development of the bilateral relationship.

Rubio stated that the U.S.-China relationship is the most important bilateral relationship in the world, and he looks forward to high-level exchanges to send positive signals to the world.

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Original: https://www.toutiao.com/article/7566453196613255720/

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