- Jensen Huang says China’s rapid growth of AI challenges long-held assumptions about US dominance
- Restrictive chip policies risk weakening US influence on global AI development
- China’s vast developer ecosystem continues to advance despite limited access to cutting-edge hardware.
Nvidia CEO Jensen Huang raised eyebrows when he said, “China is going to win the AI race” because it is only nanoseconds behind the United States in developing artificial intelligence.
Adding that the company could benefit from a little less “cynicism,” Huang said he believes the United States needs to maintain its competitive edge and engage China’s huge developer base, because excluding them could have long-term consequences for global AI adoption.
“It’s vital that America wins by moving forward and gaining developers around the world,” Nvidia CEO Jensen Huang said on X.
AI race between America and China
Nvidia has faced restrictions in China due to government policies, preventing the sale of its latest processors, critical to AI tools and applications, critical to research, deployment and scaling of AI workloads.
Huang suggested that limiting China’s access could inadvertently slow the spread of American technology, even as policymakers focus on national security.
Hardware remains at the heart of AI supremacy, as processor performance and specialized accelerators give data centers the ability to process the vast information needed to train large AI models.
Huang emphasized that maintaining a leading position in the field of AI requires not only advanced chips, but also the widespread adoption of tools based on American technology.
Data centers equipped with these processors support global experimentation, and excluding China risks creating parallel systems beyond U.S. influence.
Government policy decisions regarding chip exports are also at the heart of this debate, with President Trump saying that Nvidia’s most advanced Blackwell chips should be reserved for U.S. users, with China having limited interactions.
Huang warned that overly restrictive policies could hamper U.S. influence, as Chinese developers continue to innovate within their own ecosystem.
The United States continues to hold technological leadership, but China’s rapidly growing developer base and growing AI capabilities make the global race highly competitive.
“We want America to win this AI race. There’s no doubt about that,” Huang said at a recent Nvidia developer conference.
“We want the world to be built on the American tech stack. That’s absolutely the case. But we also need to be in China to win over their developers. A policy that causes America to lose half of the world’s AI developers is not beneficial in the long run, it hurts us even more,” he added.
Via the Financial Times
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