Huang Renxun is reluctant: In fact, China no longer needs NVIDIA to return to the Chinese market

November 4th news, NVIDIA CEO Huang Renxun admitted: China in fact no longer needs us to return to the Chinese market.

NVIDIA once dominated the AI chip market in China, with a market share of up to 95%, but now, as the acceleration of the decoupling of Sino-US technology, China's self-researched chip capabilities are continuously improving, and NVIDIA's products are no longer indispensable.

Over the past more than a year, Huang Renxun has visited China multiple times, and almost every interview he mentions China, repeatedly expressing his hope to continue serving Chinese customers, and striving to launch special edition chips, trying to bypass U.S. export controls to re-enter the Chinese market.

But the question is, does China still need you?

The answer has become increasingly clear. China is not only pushing for alternatives in the high-end AI chip field, but also accelerating the development of infrastructure, autonomous algorithm frameworks, and the entire computing power ecosystem.

Whether it is Huawei's Ascend series or Cambricon's cloud deployment capabilities, they are rapidly capturing the market that once belonged to NVIDIA.

Huang Renxun says he understands the policies, but in reality, he is just reluctant to be excluded.

From China's perspective, this is not a question of who needs whom, but rather about building a more independent, controllable, and secure technological foundation.

China has already understood after being cut off that it cannot entrust its lifeline to others, nor can it have any illusions about foreign giants.

Huang Renxun's current loneliness is just a footnote of China's decoupling and replacement strategy.

Even if the United States does not restrict, China will no longer bind the lifeline of the AI industry to NVIDIA's GPU products as before.

Supply chain security is the real bottom line logic. For those foreign companies that once ruled the Chinese market and made a fortune, it is time to get used to a new China.

Original: www.toutiao.com/article/1847842872616969/

Statement: This article represents the views of the author.