- Jensen Huang argues that China's rapid rise in artificial intelligence challenges long-held assumptions about American dominance
- Restrictive chip policies risk weakening America's influence on global artificial intelligence development
- China's vast developer ecosystem continues to grow despite limited access to the latest hardware
Nvidia CEO Jensen Huang raised eyebrows by declaring: “China will win the AI race” as it is only nanoseconds behind the US in artificial intelligence development.
Adding that society could benefit from a little less “cynicism,” Huang said he believes the U.S. should maintain its competitive advantage and tap into China's huge developer base, since excluding them could create long-term consequences for global AI adoption.
“It's important that America wins by pushing forward and winning against developers around the world,” Nvidia CEO Jensen Huang said at X.
America vs China: AI Race
Nvidia has faced restrictions in China due to government policies preventing the sale of its latest processors, which is critical to Artificial Intelligence Tools and the applications needed to explore, deploy, and scale 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 continues to play a central role in AI excellence, as CPU performance and specialized accelerators give data centers the ability to process the vast information needed to train large AI models.
Huang noted that to maintain a leading position in the field of artificial intelligence, not only advanced chips are needed, but also the widespread adoption of tools created on the basis of American technologies.
Data centers equipped with these processors are at the heart of global experimentation, and exclusion from China risks creating parallel systems outside of US influence.
Government policy decisions regarding chip exports are also central to the debate, with President Trump declaring that Nvidia's most advanced Blackwell chips should be reserved for American users and limited interaction with China.
Huang warned that overly restrictive policies could hamper U.S. influence as Chinese developers continue to innovate in their own ecosystem.
The United States continues to hold the technological lead, but China's rapidly growing developer base and growing artificial intelligence capabilities are making the global race highly competitive.
“We want America to win this AI race. There's no doubt about it,” Huang said at Nvidia's recent developer conference.
“We want the world to be built on the American technology set. Absolutely so. But we also need to be in China to win over their developers. Policies that cause America to lose half of the world's AI developers are not beneficial in the long run, they hurt us even more,” he added.
By using Financial Times
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