What do you get when you cross a giant global tech company with a big ‘US First’ US administration? It seems that the answer is: a policy talk that combines a strange combination of globalization and patriotism. Case and Point, Jensen Huang’s recent comments about President Trump’s Chip Export Rules.
Nvidia’s CEO tells Bloomberg That any new rule around the exports, whatever is, “really must acknowledge that the world has changed basically since the continuation of the principle of the past. We need to accelerate US AI technology all over the world.
This is in reference to the so -called principle ( Framework for artificial intelligence) Which was issued just before the end of the previous US administration. If this month comes in this month, it will divide the countries of the world into three groups: those who can receive chips from the United States, those who can only receive some, and those who are completely blocked.
President Trump, however, are According to the notifications Considering this approach to eliminating this approach and granting licenses on the basis of every country instead-if a country wants chips, it has to get a license. So, so this argument goes on, will provide us with more bargaining power on revenue and will enable a more excellent approach to chip exports.
But Jensen Huang, CEO of Nvidia, the world’s largest (Fabilles) chip -making company, seems to have been encouraging the US administration a little slower with its point of view. This is dominant. This is because the need to get a license can help with the power of bargaining, but it will also be in very little slow exports.
When asked about the Chinese company Huawei’s chips and how much they are competitive with Nvidia, when asked, they reiterate the importance of making Huang more, no less: “Whatever policy administration has really kept together, enable us to accelerate the development of AI, enable us to compete globally.”
And as the room is really targeting this point for patriots in the room, it also reaffirms the importance of being competitive in the industry against China. He says: “China is not behind … China is behind us. We are very close, very close. But remember, this is an infinite race. There is no two minutes in the world of life, the end of the quarter, there is no such thing, so we are going to compete for a long time.
“Just remember that this is a country with great wealth, and they have great technical skills. 50 % of the world’s AI researchers are Chinese, and therefore it is an industry for which we have to compete.”
That China and the United States have a somewhat AI weapons race that I think is without saying, but the real question is whether there is a way to deal with the export control. It seems that the CEO of NVIDIA is suggesting here, even if it is not straightforward to say that the way to stay competitive is to remove its chips from there, “accelerate US AI technology all over the world.”
The response will be that more exports are more likely to eliminate AI chips in China. We have already seen many chips that are banned from selling to China through third parties. Huang’s anti -argument may be that free exports only make such incidents more likely.
In addition, to my ears, it is a little hollow to emphasize the American Nice of Navadia chips. We are not dealing with Ford cars here. Remember, NVIDIA does not physically make their chips and most of them come out as TSMC structure from Taiwan.
And of course, TSMC has increased its US $ 100 billion promise, but Taiwan wants to prevent TSMC from making the best chips in the United States. And regardless of, most of its production is still coming out of Taiwan and will be for some time.
NVIDIA exports seem a bit to think about exports as the export of American manufacturing in any meaningful sense, which can cope with China instead of strengthening China in its race against the United States for the supremacy of AI. But this is just one person’s opinion – I hope that big wigs in policy debate rooms are of great importance.
It may also be an argument for profit: More exports are equal to the maximum amount for Nvidia, equal to the more money for the American company making AI chips. Perhaps it’s just as easy as – I think things are usually boiling on money.
