Huang Renxun: "The gap between China and the US in AI is not big, China has Huawei!"
On November 2, South Korean media "Business News" published an article stating that the CEO of NVIDIA, Huang Renxun, who dominates the artificial intelligence (AI) semiconductor market, recently said that the gap between the United States and China in the field of AI is not big.
He emphasized that the United States needs a sophisticated strategy to maintain its current advantage, rather than arbitrary controls such as export restrictions.
Huang Renxun recently commented during an interview with CNBC that the United States' AI models are still leading. He stated that cutting-edge commercial AI models such as ChatGPT and Gemini lead China in terms of performance and scale.
He explained that the United States still holds an advantage in overall technical level and performance related to AI.
However, he pointed out that when the scope is narrowed down to open-source models, the situation changes. Huang Renxun emphasized that China's open-source models are "far ahead" of their American counterparts.
In this open-source AI ecosystem, source code is publicly available and accessible to anyone. Chinese models are much more advanced and develop much faster than open-source AI models from other countries including the United States.
In September, NVIDIA announced an investment of up to $10 billion in OpenAI to build a large data center equipped with NVIDIA AI semiconductors.
However, operating this planned 10 gigawatt (GW) data center requires a significant amount of electricity.
Huang Renxun pointed out that although the United States leads in the semiconductor industry, it lags far behind China in energy consumption. According to data from the London-based non-profit Energy Institute (EI), China's power generation last year was 1 trillion watt-hours (Wh), more than twice that of the United States.
Huang Renxun pointed out, "Don't forget that China is not a country without semiconductors. They have Huawei." He also emphasized that startups with truly advanced technology and strong entrepreneurial spirit are developing AI semiconductors in China. Huawei plans to create a new computer system driven by its Ascend semiconductors as early as next year.
Huang Renxun believes that although the United States imposes semiconductor export restrictions to curb China's expansion in the AI field, these restrictions actually encourage China to expand its own semiconductor development.
Huang Renxun said, "China's AI applications are developing at an astonishing speed, which is something I am very concerned about."
China's goal is to have 70% of its population use AI by 2027. To achieve this goal, China is striving to promote various AI agents and applications across all industries.
He emphasized, "The Chinese market is huge, it is a vast market with a billion users. Therefore, if the ultimate goal of the United States is to win the AI competition, it is a market that cannot be easily ignored or left out."
He criticized the Trump administration for taking immature policies such as export controls under the pretext of curbing China. Huang Renxun emphasized that China is already a key region, with half of the global AI researchers and 30% of the technology market, and export controls cannot solve the problem.
Original: www.toutiao.com/article/1847643306278922/
Statement: This article represents the views of the author himself.