Nvidia (NVDA, Financials) CEO Jensen Huang said China is closing the gap with the U.S. in artificial intelligence, despite regulatory barriers. Speaking in Washington, D.C., he emphasized that the AI race is ongoing and competitive policy, not restriction, should lead.
The U.S. government recently restricted Nvidia's shipments of its H20 AI chips to China without a license. The chip was designed to comply with earlier regulations, but Nvidia now expects a $5.5 billion revenue hit.
Huang said Huawei is one of the most formidable technology companies in the world, noting its work on domestic AI chips despite being on a U.S. trade blacklist. He said China may be right behind the U.S. and highlighted the AI competition as a long-term, infinite race.
The CEO said Nvidia aims to build AI servers in the U.S. with Foxconn, with assembly planned near Houston.
Huang's comments signal that trade restrictions may be insufficient to maintain U.S. leadership if not paired with investment in innovation. He called on U.S. policymakers to focus on enhancing the competitiveness of domestic firms.
Investors will be watching how Nvidia balances domestic production with international demand as regulatory headwinds continue.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。