Nvidia's Jensen Huang Says China's Military Probably Isn't Using U.S. AI Chips
Warning! GuruFocus has detected 4 Warning Signs with NVDA.
Huang's not ignoring the risks; he gets itAI is powerful stuff; but his point is more about balance. The chips Nvidia builds? They're mostly aimed at commercial research; climate modeling; medical breakthroughs; language AInot weapons systems. And if the U.S. keeps slamming the brakes on exports to China, he believes it could backfire; not just for Nvidia, but for the broader tech ecosystem.
We need access to global markets, Huang said; and while that might sound like classic corporate speak, he's not wrong. China is still the largest semiconductor market in the world; walk away now, and Chinese firms will fill the voidquickly.
This isn't Nvidia lobbying for a free pass; it's Huang asking for strategysomething smarter than blanket bans. He's seen how fast things shift in tech; and he knows that if U.S. companies lose relevance in China, they might start losing their edge everywhere else too.
So yes, play defense when you have to; but don't forget to stay in the game.
This article first appeared on GuruFocus.
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