US EditionNvidia CEO says China on track "to win the AI race," FT reports
- Jensen Huang, Nvidia CEO, told the Financial Times on Nov 5 that China is going to win the AI race and said on X late Nov 5 it is now 'nanoseconds behind' the U.S.
- By contrast, Huang cited Beijing's subsidized electricity and streamlined regulations that lower AI operating costs, while Western countries face growing AI rules and 'cynicism', Huang said.
- Washington has restricted exports, banning sales of Nvidia's Blackwell chips to China, and Nvidia has not applied for US export licences as Huang said China has effectively shut it out of its market.
- As a result, developers and firms face challenges as Huang warned losing half of the world's AI developers would hurt America, while Nvidia and Advanced Micro Devices, Inc. pay 15% of Chinese revenues to the U.S. government pending approvals.
- Beijing has moved to require state-backed data centres in China under 30% complete to remove foreign AI chips, while subsidies cutting energy costs by 50% boost Chinese tech giants including ByteDance, Alibaba Group and Tencent.
106 Articles
106 Articles
Restrictions on subsidies and exports limit America's ability to compete technologically, Jensen Huang told the Financial Times.
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The chief executive of Nvidia has delivered a stark assessment of the artificial intelligence competition between America and China, declaring that Beijing is positioned to emerge victorious. Speaking at a Financial Times event in London on Wednesday, Mr Jensen Huang pointed to China’s strategic advantages in the AI sector."China is going to win the AI race," he said, highlighting how Beijing provides substantial energy subsidies that make runni…
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Jensen Huang may have walked back his comment on China winning the AI race, but the People’s Republic’s leading tech companies are pushing ahead at full speed. Goldman Sachs expects top firms to spend more than $70 billion next year on infrastructure like data centers and chips. While that’s only a fraction of the US’ planned investment for 2026 — pegged around $490 billion — the funding points to China’s growing supply chain and reinforces its …
der Standard AT
der Standard DEIn the "AI age" Nvidia sees an "Apollo moment" for the USA. If the chip manufacturer is not allowed to deliver to China, half of the AI developers worldwide are lost
Nvidia CEO Jensen Huang warns that China, thanks to lower energy costs and more flexible rules, could overcome the United States in the artificial intelligence race
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