Jensen Haung: "China is going to win the AI Race"
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Xebec
Well-known member
China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
(Some snippets from the article, below)
Nvidia CEO Jensen Huang says Washington has lost its edge in artificial intelligence and warns that China will win the AI race. He cited the West's cynicism, export controls, and favorable energy circumstances in China as the reason, claiming it is much easier for companies to access energy in the country.
The chief of the most valuable company in the world by market cap has long been saying that the U.S. ban on chip exports is a failure, and that the spread of its advanced semiconductors is vital for it to retain its competitive advantage globally.
“China is going to win the AI race,” Jensen commented. He also added that “we need more optimism,” saying that the West’s cynicism is holding it back. Huang released a statement on Nvidia’s X account a few hours after FT published his words. “As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”
Huang argues that if China loses access to Nvidia’s latest AI GPUs, its tech companies will be forced to purchase homegrown alternatives, which will pour money into its chip makers and further drive research, development, and innovations in the local semiconductor industry. Aside from that, it will also reduce these companies’ dependence on Nvidia’s software ecosystem, making it easier for them to migrate to a Chinese AI processor.
‘China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
Jensen Huang made this controversial comment on the sidelines of the Future of AI Summit.
He is not wrong:
“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”
It is all about the ecosystem and the US must do better to get along with the world if we are to lead. I have been in the semiconductor industry for 40+ years and have seen many ecosystems go from cradle to grave. Bullies and braggards do not do well in ecosystems. Changes must be made or the US will in fact lose AI. And it won't be just China, it will be the ecosystem that China develops with the rest of the world, absolutely.
“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”
It is all about the ecosystem and the US must do better to get along with the world if we are to lead. I have been in the semiconductor industry for 40+ years and have seen many ecosystems go from cradle to grave. Bullies and braggards do not do well in ecosystems. Changes must be made or the US will in fact lose AI. And it won't be just China, it will be the ecosystem that China develops with the rest of the world, absolutely.
tooLongInEDA
Moderator
This feels like a circular argument (not unlike the circular AI funding). He's arguing that if China isn't allowed to buy nVidia GPUs, then China will develop their own GPUs and ecosystem and race ahead and beat the US. But how does that make any sense ? If China could do already do that, why wouldn't they just get on and do it ? Their strategic goal is clearly to be technologically self-sufficient. And there's nothing nVidia could do to prevent that. It's hogwash.China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
(Some snippets from the article, below)
Nvidia CEO Jensen Huang says Washington has lost its edge in artificial intelligence and warns that China will win the AI race. He cited the West's cynicism, export controls, and favorable energy circumstances in China as the reason, claiming it is much easier for companies to access energy in the country.
The chief of the most valuable company in the world by market cap has long been saying that the U.S. ban on chip exports is a failure, and that the spread of its advanced semiconductors is vital for it to retain its competitive advantage globally.
“China is going to win the AI race,” Jensen commented. He also added that “we need more optimism,” saying that the West’s cynicism is holding it back. Huang released a statement on Nvidia’s X account a few hours after FT published his words. “As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”
Huang argues that if China loses access to Nvidia’s latest AI GPUs, its tech companies will be forced to purchase homegrown alternatives, which will pour money into its chip makers and further drive research, development, and innovations in the local semiconductor industry. Aside from that, it will also reduce these companies’ dependence on Nvidia’s software ecosystem, making it easier for them to migrate to a Chinese AI processor.
‘China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
Jensen Huang made this controversial comment on the sidelines of the Future of AI Summit.www.tomshardware.com
On the other hand, if this is all about maximising nVidia revenues from China, then it does. In the immortal words of Mandy Rice-Davis (slightly obscure UK reference from the 1963 Profumo affair), "well he would say that, wouldn't he ?".
well said. I don't blame Jensen for going after that Chinese's money tho
China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
(Some snippets from the article, below)
Nvidia CEO Jensen Huang says Washington has lost its edge in artificial intelligence and warns that China will win the AI race. He cited the West's cynicism, export controls, and favorable energy circumstances in China as the reason, claiming it is much easier for companies to access energy in the country.
The chief of the most valuable company in the world by market cap has long been saying that the U.S. ban on chip exports is a failure, and that the spread of its advanced semiconductors is vital for it to retain its competitive advantage globally.
“China is going to win the AI race,” Jensen commented. He also added that “we need more optimism,” saying that the West’s cynicism is holding it back. Huang released a statement on Nvidia’s X account a few hours after FT published his words. “As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”
Huang argues that if China loses access to Nvidia’s latest AI GPUs, its tech companies will be forced to purchase homegrown alternatives, which will pour money into its chip makers and further drive research, development, and innovations in the local semiconductor industry. Aside from that, it will also reduce these companies’ dependence on Nvidia’s software ecosystem, making it easier for them to migrate to a Chinese AI processor.
‘China is going to win the AI race’ — Nvidia CEO Jensen Huang decries the price of electricity in the US, contrasts it with China's subsidized pricing
Jensen Huang made this controversial comment on the sidelines of the Future of AI Summit.
How to bring the price of power down when its a for profit enterprise?
He does know what a subsidy is?
Just dont get caught in the crossfire
As I have long said, Jensen should move to China, a country much suitable for him than the old US of A. Not only he will make more money than the $150B he already has, he may be able to help China destroy America.
He thinks by allowing him to sell in China he will be able to terminate the communist's desire for "self-sufficiency", yeah right!
He thinks by allowing him to sell in China he will be able to terminate the communist's desire for "self-sufficiency", yeah right!
Everyone is busy developing their own "paper AI chips", including China. But there is one major difference between US major players, Google, MS, Amazon, Meta, xAI, OpenAI, maybe ARM and China's. "Chips Realization". How many China's mobile and GPU "paper chips" companies went bankrupt because of "realization problems"? Is this the reason nVidia, paper chips builder too, worried about - China maybe nVidia only customer?
In the 18th century, during the textile industry war between Britain and North America, Britain restricted the flow of textile machines and skilled workers to North America, but eventually North America developed its own machines and talent. Currently, the US restricts the flow of GPUs and technology to China, possibly, China may eventually rolls out its own GPUs and talent as well. But everything depends on time, and everything is constrained by the economy, resources, and talent. If China can surpass the US, the underlying factors would not be due to US restrictions, but rather to better economic conditions, resources, and an open socialsystem. We don't see this symptom yet
Isnt it all dependent upon whether the Govt can afford to subsidise til there is some traction.
How does the Govt not stop the industry going the same way as the EV industry.
Too many Companies chasing too little business?