- Jensen Huang argues that China’s rapid AI growth challenges long-held assumptions about American dominance
- Restrictive chip policies risk weakening America’s influence on global AI development
- China’s vast developer ecosystem continues to develop despite limited access to top hardware
Nvidia CEO Jensen Huang has raised eyebrows by declaring, “China is going to win the AI race” as it is just nanoseconds behind the US in AI development.
Adding that society could benefit from a little less “cynicism,” Huang said he believes the U.S. needs to maintain its competitive edge and engage China’s massive developer base because excluding them could create long-term consequences for global AI adoption.
“It’s critical that America wins by driving forward and winning over 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 that prevent the sale of its latest processors, central to AI tools and applications that are critical to the research, deployment and scaling of AI workloads.
Huang suggested that restricting Chinese access could inadvertently slow the spread of American technology even as policymakers focus on national security.
Hardware remains central to AI supremacy, as CPU performance and specialized accelerators give data centers the capacity to process the vast amounts of information required to train large AI models.
Huang pointed out that maintaining a leading position in artificial intelligence requires not only advanced chips, but also widespread use of tools built on American technology.
Data centers equipped with these processors support global experiments, and exclusion from China risks creating parallel systems outside of American influence.
Government policy decisions regarding chip exports are also central to this debate, with President Trump saying Nvidia’s most advanced Blackwell chips should be reserved for US users, with China having limited interaction.
Huang warned that overly restrictive policies could hinder American influence as Chinese developers continue to innovate within their own ecosystem.
The US continues to hold the technological lead, but China’s rapidly growing developer base and increasing AI capabilities are making the global race very competitive.
“We want America to win this AI race. No doubt about it,” Huang said at a recent Nvidia developer conference.
“We want the world to be built on the American tech stack. Absolutely. But we also need to be in China to win their developers. A policy that causes the US to lose half of the world’s AI developers is not beneficial in the long term, it hurts us more,” he added.
Via Financial Times
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