Latest news with #Stratechery
Yahoo
a day ago
- Business
- Yahoo
Jensen Huang says the US needs to win a key people battle with China
If the US wants to lead in AI, it needs to win over the world's developers, Jensen Huang said. "50% of the world's AI developers are in China," the Nvidia CEO said. The US should stop restricting access and focus on expanding its tech influence, Huang added. Nvidia's CEO, Jensen Huang, has a message for the US: To lead in AI, you need to win over the world's developers, starting with the ones in China. The tech titan said on an episode of "Memos to the President" published Monday that leadership in AI isn't just about hardware or regulation — it's about people. And right now, many of them are outside America's reach. "50% of the world's AI developers are in China," he said. "The first job of any platform is to win all developers." Huang said that developers now come from everywhere — Africa, Latin America, Southeast Asia, and the Middle East — as demand for AI spreads across every country, industry, and company. Huang said the US must ensure developers around the world are building on the "American tech stack," from chips to infrastructure to cloud platforms. "The American tech stack should be the global standard," he said. "Just as the American dollar is the global standard." Huang said that Washington needs to stop restricting access and start focusing on expanding influence. "The more your technology is everywhere, the more developers you're going to have," he added. Huang's comments come just before Nvidia announced that it will resume selling its H20 chips to China. The company said in a statement on Tuesday that the US government has "assured Nvidia that licences will be granted," with deliveries expected to begin soon. The move marks a reversal from the Trump administration's earlier crackdown on advanced chip exports to China. In April, Nvidia warned that the restrictions could cost it billions in lost revenue. An Nvidia spokesperson declined to comment. Huang has been outspoken about the strength of China's AI industry. In an interview earlier this year with Ben Thompson, the author of Stratechery, Huang said that China is doing "fantastic" in the AI market, with homegrown models like DeepSeek and Manus emerging as credible challengers to US-built systems. He also said China's AI researchers are some of the very best in the world, and it's no surprise that US companies like OpenAI and Anthropic are hiring them. "Our competition in China is really intense," Huang said in May at the Computex Taipei tech conference in Taiwan. While China races ahead, Huang has been critical of Washington's response. He said in Taiwan that US chip export controls — aimed at slowing China's AI progress — have backfired. "The export control gave them the spirit, the energy, and the government support to accelerate their development. So I think, all in all, the export control is a failure," he said. Read the original article on Business Insider
Business Insider
a day ago
- Business
- Business Insider
Jensen Huang says the US needs to win a key people battle with China
Nvidia's CEO, Jensen Huang, has a message for the US: To lead in AI, you need to win over the world's developers, starting with the ones in China. The tech titan said on an episode of "Memos to the President" published Monday that leadership in AI isn't just about hardware or regulation — it's about people. And right now, many of them are outside America's reach. "50% of the world's AI developers are in China," he said. "The first job of any platform is to win all developers." Huang said that developers now come from everywhere — Africa, Latin America, Southeast Asia, and the Middle East — as demand for AI spreads across every country, industry, and company. Huang said the US must ensure developers around the world are building on the "American tech stack," from chips to infrastructure to cloud platforms. "The American tech stack should be the global standard," he said. "Just as the American dollar is the global standard." Huang said that Washington needs to stop restricting access and start focusing on expanding influence. "The more your technology is everywhere, the more developers you're going to have," he added. Huang's comments come just before Nvidia announced that it will resume selling its H20 chips to China. The company said in a statement on Tuesday that the US government has "assured Nvidia that licences will be granted," with deliveries expected to begin soon. The move marks a reversal from the Trump administration's earlier crackdown on advanced chip exports to China. In April, Nvidia warned that the restrictions could cost it billions in lost revenue. Huang has been outspoken about the strength of China's AI industry. In an interview earlier this year with Ben Thompson, the author of Stratechery, Huang said that China is doing "fantastic" in the AI market, with homegrown models like DeepSeek and Manus emerging as credible challengers to US-built systems. He also said China's AI researchers are some of the very best in the world, and it's no surprise that US companies like OpenAI and Anthropic are hiring them. "Our competition in China is really intense," Huang said in May at the Computex Taipei tech conference in Taiwan. While China races ahead, Huang has been critical of Washington's response. He said in Taiwan that US chip export controls — aimed at slowing China's AI progress — have backfired. "The export control gave them the spirit, the energy, and the government support to accelerate their development. So I think, all in all, the export control is a failure," he said.
Indian Express
a day ago
- Business
- Indian Express
Nvidia to resume H20 GPU chip sales to China, launches mainland-compliant model
Nvidia said on Monday it will resume sales of its H20 artificial intelligence chip to China and has introduced a new model tailored to meet regulatory requirements in the Chinese market. Nvidia, the world's most valuable company, is filing applications with the U.S. government to resume sales to China of the H20 graphics processing unit (GPU), and expects to get the licences soon, the company said in a statement. Deliveries are expected to begin shortly thereafter, it added. 'The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon,' Nvidia said in a statement. The White House did not immediately respond to a request for comment. CEO Jensen Huang is scheduled to hold a media briefing in Beijing on Wednesday when he attends a supply chain expo, his second visit to China after a trip in April where he stressed the importance of the Chinese market. The move to resume sales of the H20 chips comes amid easing tensions between Washington and Beijing, with China relaxing controls on rare earth exports and the United States allowing chip design software services to resume in China. The H20 chip was developed specifically for the Chinese market after U.S. export restrictions were imposed on national security grounds in late 2023. The AI chip was Nvidia's most powerful legally available product in China until it was effectively banned by Washington in April. The H20 ban forced Nvidia to write off $5.5 billion in inventories, and Huang told the Stratechery podcast earlier this year that the company also had to walk away from $15 billion in sales. Nvidia's AI chips have been a key focus of U.S. export controls designed to keep the most advanced chips out of Chinese hands, amid intense competition between the superpowers to dominate the AI race. The company also announced the development of a new AI chip designed specifically for China, called the RTX Pro GPU. Nvidia described the model as 'fully compliant' with U.S. export controls and suitable for digital twin AI applications in sectors such as smart factories and logistics. In May, Reuters reported Nvidia was preparing to launch a new AI chip, based on the RTX Pro 6000D, in China at a significantly lower price point than the H20. The graphics processing unit would be part of Nvidia's latest generation Blackwell-architecture AI processors and was expected to be priced well below the the H20 due to its weaker specifications and simpler manufacturing requirements, sources said. Huang has met with U.S. President Donald Trump and policymakers in Washington and later with officials in Beijing, as part of efforts to promote AI cooperation and highlight Nvidia's support for open-source research and global AI development, the company said.
Time of India
20-05-2025
- Business
- Time of India
China's progress in AI cannot be limited and should not be underestimated, says Nvidia CEO Jensen Huang
Live Events Amid escalating technological rivalry between the United States and China, Nvidia CEO Jensen Huang underscored China's growing influence in artificial intelligence (AI), describing its progress as undeniable and an interview with web portal Stratechery, Huang said the rapid rise of Chinese AI companies such as DeepSeek is impressive."China's doing fantastic; 50% of the world's AI researchers are Chinese and you're not going to hold them back, you're not going to stop them from advancing AI. Let's face it, DeepSeek is deeply excellent work," he was in reference to export controls the US has implemented on advanced chips (such as Nvidia's A100/H100) to prevent uncontrolled AI diffusion to China and other simple terms, AI diffusion refers to efforts to slow or control the spread of advanced AI technologies (especially foundational models and compute infrastructure) to geopolitical said the idea to not have America compete in the Chinese market, where 50% of the developers are, makes no sense from a computing infrastructure and computing architectural perspective. "We ought to go and give American companies the opportunity to compete in China," he warned that if US companies don't compete in China, it will in turn allow the Chinese to build a rich ecosystem and new platforms, which would not be this month, Nvidia announced partnerships in the Gulf region , notably with Saudi Arabia and Qatar, to advance AI infrastructure and capabilities. Huang said those countries have an "extraordinary opportunity"."They have an abundance of energy and a shortage of labour, and the potential of their countries is limited by the amount of labour that they have, the amount of people that they have," he said.
Yahoo
19-05-2025
- Business
- Yahoo
NVIDIA's Huang blasts U.S. export rules, points to $15 billion in missed sales
-- NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang sharply criticized U.S. export restrictions on AI chips, warning that the rules are diminishing America's technology leadership while inflicting heavy financial damage on the company. 'If the goal of the diffusion rule is to ensure that America has to lead, the diffusion rule as it was written will exactly cause us to lose our lead,' Huang said in a recent Stratechery interview. The company has been barred from selling advanced chips like the H20 to China, a key market for its AI infrastructure. As a result, Huang revealed that NVIDIA wrote off $5.5 billion in inventory and forfeited approximately $15 billion in sales. 'No company in history has ever written off that much inventory,' Huang said. 'We walked away from $15 billion of sales and probably... $3 billion worth of taxes.' Huang argued that cutting off China risks unintentionally strengthening rival ecosystems by forcing them to innovate domestically beyond U.S. influence. 'If we don't compete in China, and we allow the Chinese ecosystem to build a rich ecosystem because we're not there to compete for it… their leadership and their technology will diffuse all around the world,' he warned. He emphasized that AI is a 'full stack' technology and cannot be regulated effectively by restricting just one layer, such as semiconductors. 'You can't just say, 'Let's go write a diffusion rule, protect one layer at the expense of everything else,' it's nonsensical,' he added. Instead of limiting exports, Huang urged policymakers to focus on expanding the global reach of American platforms and technologies. 'The idea of AI diffusion limiting other countries' access to American technology is a mission expressed exactly wrong, it should be about accelerating the adoption of American technology everywhere before it's too late,' he said. Related articles NVIDIA's Huang blasts U.S. export rules, points to $15 billion in missed sales Moody's downgrades JPMorgan, Bank of America, Wells Fargo in blow to U.S. banks UBS upgrades these 2 U.S. airline stocks Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
