【By Observer Net, Xiong Chaoran】"China will win the AI race." On November 5th, local time, Huang Renxun, founder and CEO of NVIDIA, made this statement at the AI Future Summit hosted by the Financial Times. The same day, this British media described his remarks as "the starkest comments yet".

The Financial Times reported exclusively that the head of the world's most valuable company believes that due to China's relaxed regulations on data centers and reduced energy costs, China will surpass the United States in the AI race.

"We need more optimism," he also criticized Western countries including the United States and the United Kingdom, saying they are now plagued by "cynicism".

Huang Renxun specifically criticized new AI regulations introduced by U.S. states, and said this could lead to "50 new regulatory measures". He also compared this approach with China's energy policies, mentioning that Chinese tech companies can run domestic AI chip alternatives at a lower cost.

Huang Renxun speaking at the event, Financial Times

In September, the Economic Reference News learned from the National Energy Administration that the National Development and Reform Commission and the National Energy Administration recently issued the "Implementation Opinions on Promoting the High-quality Development of 'AI+' Energy", referred to as the "Implementation Opinions". It proposed phased goals for the development of artificial intelligence in the energy field, systematically deploying eight application scenarios of "AI+" in power grids, new energy forms, new energy, hydropower, thermal power, nuclear power, coal, oil and gas, and clearly defined 37 key tasks for the integration and development of "AI+" energy in columns, supporting high-quality development and high-level security of energy.

Professor Sun Chuanwang from the Center for China Energy Economics Research at the School of Economics, Xiamen University, believes that the introduction of the "Implementation Opinions" will promote the deep integration of artificial intelligence and the energy industry, injecting new momentum into the application of AI technology in the entire chain of energy production, transmission, consumption, and storage, improving the overall efficiency of the energy system, accelerating the commercialization of new models and formats such as virtual power plants, smart parks, and energy internet, effectively helping China's energy security, green transition, and high-quality development.

The Financial Times pointed out that Huang Renxun had previously warned multiple times that the latest AI models in the United States do not have a clear advantage compared to Chinese competitors, and urged the U.S. government to open up the market, allowing NVIDIA chips to enter China, to ensure that the world continues to rely on its technology.

The report stated that since the Chinese AI startup DeepSeek shocked the world with its large language model at the beginning of this year, the U.S. has been concerned about China's progress in the AI field for an entire year. At the same time, this has triggered a fierce debate in Silicon Valley, focusing on whether American AI companies with more resources, such as OpenAI and Anthropic, can defend their technological advantages.

In September, when Huang Renxun participated in a podcast program, he also pointed out that China has strong potential in chip R&D and manufacturing. At that time, he said that China has a rich talent pool and intense internal competition, "China is only a few nanoseconds behind the United States, so we must compete."

The Financial Times noted that on October 28th, local time, the first NVIDIA Developer Conference was held in Washington, highlighting the efforts of this chip manufacturer to gain support from the U.S. government.

At this conference, Huang Renxun further conveyed his core view to the Trump administration: only if the global market, including China, adopts NVIDIA systems can the United States win the AI competition; otherwise, if NVIDIA continues to be excluded from the mainland Chinese market, the losses for the United States would be greater than those for China. He hopes the government will recognize the damage caused by the export restrictions on chips to China.

However, Bloomberg News pointed out that if, as Huang Renxun wishes, NVIDIA really sells these products to China, it would have to completely change the established policy of the Trump administration on the technological competition between the U.S. and China.

In early October, Huang Renxun reminded U.S. policymakers at an event hosted by Citadel Securities in New York that "they hope their country wins the AI race, but it is important to remember that actions that harm China often harm the U.S. even more. Before rushing to implement policies that harm others, perhaps we should step back and reflect on which policies benefit the U.S."

He revealed that NVIDIA's market share in China has dropped from 95% to 0, "currently, we have 100% exited the Chinese market." "It is unimaginable for any policymaker to think that this is a good idea, that the policies implemented by the U.S. led to the loss of one of the largest markets in the world, down to 0."

Therefore, in late October, Huang Renxun, who visited South Korea for the first time in over a decade, still thought about the Chinese market during the APEC-related activities.

According to Reuters and Bloomberg on October 31st, local time, Huang Renxun spoke in South Korea, stating that although there are no current plans, he still hopes to sell NVIDIA chips to Chinese customers.

"We have always hoped to return to the Chinese market, and I believe NVIDIA did very well in China. This is in the best interest of the U.S., as well as in the best interest of China," he also said. "So I hope the two governments can reach a consensus one day to allow the export of NVIDIA's technology to China."

Huang Renxun told reporters that the so-called "national security concerns" of the U.S. are baseless, because China's independently produced AI chips can fully meet its application needs.

He believes that underestimating Huawei's remarkable competitive spirit is "foolish." "It is extremely ignorant to think that Huawei cannot build systems," he pointed out. "Underestimating China's strength and Huawei's remarkable competitive spirit is foolish, this is a company with extraordinary technology."

On October 29th, during the regular press conference of the Foreign Ministry, when asked about Huang Renxun, the CEO of NVIDIA, stating that U.S. AI chips need to be exported to China, the spokesperson of the Foreign Ministry, Guo Jia Kun, responded that specific issues should be inquired about to the relevant Chinese authorities. The Chinese side has repeatedly expressed its principle position on the issue of U.S. chip exports to China, and hopes that the U.S. will take concrete actions to maintain the stability of the global supply chain.

This article is an exclusive work of Observer Net, and without permission, it cannot be reprinted.

Original: https://www.toutiao.com/article/7569402772211221032/

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