Nvidia CEO claims China ‘will win’ AI race with US; remark reflects anxiety to regain access to Chinese market and pressure Washington to ease chip export curbs, says Chinese expert

英伟达首席执行官称中国“将赢得”与美国的人工智能竞赛；中国专家表示，此番言论既反映出英伟达渴望重新进入中国市场的迫切心态，也意在向美国政府施压，要求其放宽芯片出口限制。

NVIDIA CEO Jensen Huang Photo: VCG

英伟达首席执行官黄仁勋 图片来源：VCG

Nvidia CEO Jensen Huang said in an exclusive interview with the Financial Times on Wednesday that China "is going to win the AI race," which the report described as his "starkest comments yet." Chinese experts say the remarks reflect the American tech giant's anxious desire to regain access to the Chinese market.

据英国《金融时报》报道，英伟达首席执行官黄仁勋周三接受该报独家专访时称，中国“将会赢得人工智能竞赛”，该报道将此评价为他“迄今为止立场最鲜明的表态”。中国专家认为，这些言论折射出这家美国科技巨头想要重新进入中国市场的急切诉求。

By hyping up China-US competition in AI, Huang's comments are likely aimed at pressuring the US government to ease chip export restrictions that limit Nvidia's sales in China, they said.

专家们表示，黄仁勋刻意炒作中美在人工智能领域的竞争，其言论实则是为了向美国政府施压，要求后者放宽限制英伟达在华芯片销售的出口管制措施。

Huang warned that China will beat the US in the AI race during an exclusive interview with the Financial Times on the sidelines of its Future of AI Summit on Wednesday, according to a Financial Times report.

据《金融时报》报道，在该报周三举办的人工智能未来峰会间隙，黄仁勋接受其独家采访时警示，中国将在人工智能竞赛中击败美国。

His prediction comes at a time when intensified US tech restrictions against China have not only accelerated the latter's drive for technological self-reliance and spurred breakthroughs in areas such as semiconductors, but have also caused Nvidia to lose access to the vast Chinese market.

他做出这一预判的背景是，美国对中国加码实施科技限制措施，此举不仅倒逼中国加快推进技术自主可控进程，推动半导体等领域实现技术突破，也导致英伟达失去了进入广阔中国市场的渠道。

The Nvidia chief further contrasted the US' regulatory quagmire with China's enabling environment. The West, including the US and UK, was being held back by "cynicism." "We need more optimism," Huang said, according to the report.

这位英伟达掌门人还进一步对比了美国的监管困局与中国的利好发展环境。他称，包括美英在内的西方国家正受“怀疑主义”掣肘；报道援引其原话称：“我们需要多一些乐观精神。”

Huang singled out new rules on AI by US states that could result in "50 new regulations." At the same time, he contrasted that approach with Chinese energy subsidies that made it more affordable for local tech companies to run Chinese alternatives to Nvidia's AI chips, per the report.

黄仁勋特别指出，美国各州针对人工智能出台的新规可能催生“50项新的监管条款”。与此同时，他将这一监管模式与中国的能源补贴政策做对比——中国的能源补贴降低了本土科技企业的成本负担。

Xiang Ligang, a senior expert in the telecommunications industry, told the Global Times that Huang's remarks reflect Nvidia's pressing need and deep anxiety to sell its latest high-end chips to the Chinese market, which remains one of the company's most strategically important markets.

电信行业资深专家项立刚向《环球时报》表示，黄仁勋的此番言论，折射出英伟达迫切想要向中国市场出售其最新高端芯片的需求，以及对此事的深切焦虑——中国市场仍是该公司战略意义最为重大的市场之一。

By emphasizing the so-called China-US competition in AI, Huang may be attempting to influence US policy and push for a relaxation of export restrictions that currently limit the company's sales in China. However, it is crucial to recognize that the development of AI in China and the US is not inherently a zero-sum game, the expert said.

项立刚指出，黄仁勋刻意渲染所谓的中美人工智能竞争，其目的或许是试图影响美国政策走向，推动美方放宽当前限制英伟达在华芯片销售的出口管制措施。但这位专家同时强调，必须认清的是，中美两国的人工智能发展绝非一场零和博弈。

Xiang also stressed that "China's rapid progress in the semiconductor field is driven by efficient resource allocation, strong management systems, and a vibrant market environment," noting that China's path, which underscores collaboration rather than confrontation, offers a more productive framework for global AI development.

项立刚还着重提到：“中国在半导体领域取得的快速进展，得益于高效的资源配置、完善的管理体系以及充满活力的市场环境。”他还指出，中国始终秉持合作而非对抗的发展路径，这为全球人工智能发展搭建了更具实效的框架。

Last week, Huang said he hoped to sell chips from the company's Blackwell lineup to customers in China, although the decision needed to be made by the US government, Reuters reported on October 31. "We're always hoping to return to China, and I think that Nvidia in China is very good. It's in the best interest of US. It's in the best interest of China. So, I'm hopeful that both governments will arrive at a conclusion someday where Nvidia's technology could be exported to China," Huang said.

据路透社10月31日报道，黄仁勋上周称，希望能向中国客户销售该公司Blackwell系列芯片，尽管这一事宜最终需由美国政府拍板。他坦言：“我们一直盼着重返中国市场，我认为英伟达在华发展态势良好。这既符合美国的核心利益，也符合中国的核心利益。因此，我期待两国政府未来能达成共识，让英伟达的技术得以出口至中国。”

In earlier October, the company chief warned during his talk with Sequoia Capital partner Konstantine Buhler in New York, that Nvidia's position in China has dropped from 95 percent of the advanced chip market to zero, as the semiconductor giant is not allowed to sell its advanced products to mainland companies under US export restrictions.

今年10月上旬，黄仁勋在纽约与红杉资本合伙人Konstantine Buhler交流时曾警示，受美国出口管制政策影响，英伟达不得向中国大陆企业出售高端芯片，其在华高端芯片市场的份额已从95%跌至零。

Ma Jihua, a veteran telecom industry observer, told the Global Times that, Nvidia has strong willingness to continue to stay and expand in the Chinese market, which is significant for the company's growth.

电信行业资深观察家马继华向《环球时报》表示，英伟达有强烈意愿持续深耕并拓展中国市场，这对该公司的发展壮大至关重要。

Not only the Chinese market represents a big chunk of the company's revenue and profit, the country's rapid and vast application for AI technology and the user feedbacks have also proved invaluable for Nvidia's R&D, Ma said, noting that losing the "irreplaceable" user feedbacks from the Chinese market will slow down Nvidia's development.

马继华指出，中国市场不仅占据英伟达营收和利润的很大比重，中国在人工智能技术领域的快速规模化应用，以及来自市场的用户反馈，都对英伟达的研发工作具有不可估量的价值；他还强调，失去中国市场这份“无可替代”的用户反馈，将拖累英伟达的发展进程。

Huang has previously warned that the latest American AI models were not far ahead of their Chinese rivals, urging the US government to open up the market to its chips to keep the rest of the world dependent on its technology. Nvidia and AMD had previously agreed to remit 15 percent of their China-specific AI processor revenues to the US government, but thwarted by US ongoing attempt to restrict China's tech progress.

黄仁勋此前曾警示，美国最新的人工智能模型相较于中国竞品已无显著领先优势，他敦促美国政府放开芯片市场准入，允许其芯片进入中国市场，以此维持全球对美国技术的依赖度。英伟达与超威半导体（AMD）此前曾同意将其面向中国市场的人工智能处理器营收的15%上缴美国政府，但受美国持续限制中国技术发展的举措影响，这一计划最终落空。

Amid US chip restrictions, China has repeatedly urged for stable supply chains. Foreign Ministry spokesperson Guo Jiakun said on October 29 that "China has made clear on multiple occasions its principled position on the US chip exports to China. We hope the US can take concrete actions to keep global industrial and supply chains stable," when asked to comment on Huang's remarks indicating his desire for US AI chips to be sold in China.

在美国实施芯片管制的背景下，中国多次呼吁保障供应链稳定。针对黄仁勋希望美国人工智能芯片能重返中国市场的相关表态，外交部发言人郭嘉琨于10月29日回应称：“中方已多次就美国对华芯片出口问题阐明原则立场。我们希望美方采取切实行动，维护全球产业链、供应链的稳定。”