Jensen Haung: "China is going to win the AI Race"
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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.