Why is NVIDIA's Jensen Huang so determined to serve the Chinese market?
Recently, NVIDIA CEO Jensen Huang met with important figures in Beijing. It should be said that Jensen Huang visits Beijing quite frequently, with his last visit being three months ago. This time, there's a background factor: just a few days ago, the U.S. decided to impose indefinite export controls on NVIDIA's H20 chips to China. Everyone understands that Jensen Huang is likely here for this very reason.
For China at present, after years of development, although its technological capabilities still lag behind the U.S., the steps toward domestic substitution have been implemented steadily. Even without NVIDIA's chips, we might face some short-term impacts, but the future of independent technological development will progress rapidly. Huawei is a prime example—by circumventing related technologies, it still achieved 5G functionality in smartphones.
For NVIDIA or Jensen Huang, it's clear what the export restrictions on H20 chips mean for China. After all, China's market in global tech consumption isn't just one of many—it's the largest. Losing this lucrative market would have a massive impact on NVIDIA's business and profits, not just in the short term but also in the medium to long term. If China develops substitutes during these years of export controls, the implications for NVIDIA would be obvious. Both Jensen Huang and Elon Musk can see the future clearly.
Why is NVIDIA's Jensen Huang so determined to serve the Chinese market?
The core reason Jensen Huang insists on steadfastly serving the Chinese market and believes every industry will undergo disruptive AI transformation lies in China's market size and its rapid technological development, which aligns strongly with NVIDIA's business. Most importantly, the ultimate goal of AI development is commercial application. Without this premise, any AI advancement would be meaningless.
This is the essence of AI application. Fundamentally, AI's potential in household commercial services is limited, but in manufacturing, the opportunities are vast. As one expert noted, the stronger a country's manufacturing sector, the more fully AI can be applied. While U.S. tech leads globally, without a robust manufacturing base, AI's significance diminishes—it lacks commercial viability. This mirrors the current state of humanoid robots: only through large-scale industrial manufacturing applications can AI's commercial potential truly shine.
Thus, the answer to why Jensen Huang is so committed to the Chinese market is undeniable. He clearly sees the future of tech development—manufacturing holds immense promise, and only by growing alongside the Chinese market can NVIDIA fully realize its potential.
As for how NVIDIA will serve this market in the future, it remains unknown. Will it follow Elon Musk's example and build factories in China? Let's wait and see.
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