Nvidia's Huang Opposes 2 AI Ecosystems as He Backs US-China Cooperation
Updated
Updated · CNA · May 25
Nvidia's Huang Opposes 2 AI Ecosystems as He Backs US-China Cooperation
1 articles · Updated · CNA · May 25
Jensen Huang said it would be "not wise" for the US and China to build separate AI ecosystems, arguing the two powers should cooperate even as they compete.
Nvidia is not retreating from China, he said, warning US export controls created a vacuum that helped Huawei and Chinese startups post record years despite Nvidia's stronger technology.
About 10 Chinese firms, including Alibaba, Tencent, ByteDance and JD.com, have reportedly been cleared to buy Nvidia's H200 chips, though no deliveries have been made.
Taiwan remains central to Nvidia's expansion: Huang said the company spends hundreds of billions of dollars on AI infrastructure, mostly there, and will soon detail a much larger local site.
Is US-China AI cooperation a necessary step for safety or a threat to national security?
Are US sanctions creating a more resilient and self-sufficient Chinese tech rival?
Can AI's growth continue without triggering a global power and resource crisis?
The US-China AI Divide: Nvidia, Huawei, and the $12 Billion Race Reshaping Global Innovation and Supply Chains
Overview
The global AI landscape is now split between the United States and China, forcing major companies like Nvidia to rethink their strategies. Due to strict U.S. export controls, Nvidia faces major challenges in China, the world’s largest AI hardware market outside the U.S. Nvidia’s CEO Jensen Huang has acknowledged this shift, signaling that the company is preparing for a future with limited access to China. These changes highlight how government policies are driving industry decisions, reshaping global competition, and potentially leading to two separate AI technology ecosystems, which could slow innovation and make international collaboration more difficult.