Recently Yahoo News on-line picked up the following
US and China are already feuding again after unexpected
trade truce (2/2)
Nectar Gan, CNN
Tue, May 20, 2025 at 11:23 p.m. PDT·6 min read
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Nvidia chief bemoans controls
As Huawei accelerates efforts to develop its own high-performance
chips, US chip giant Nvidia is increasingly concerned about losing access to
the Chinese market, after the Trump administration restricted the export of its
H20 AI chips to China.
Speaking at Taiwan’s annual Computex trade show on Wednesday, Nvidia CEO Jensen Huang said the ban had forced the company to write off “multiple billion dollars” of inventory. “The cost to us is very high,” he added.
Huang estimated that the China market could be worth $50 billion next year. “It would be a shame not to be able to enjoy that opportunity, bring home tax revenues to the United States, create jobs, sustain the industry,” he said. “I believe the US government should allow American technology to serve and participate and compete in the China market.”
Huang also used the occasion to criticize US export controls to China, saying they gave Chinese AI companies “the spirit, the energy and the government support” to accelerate their own development.
“I think, all in all, export control was a failure,” he added.
But Huang did hail Trump’s rescinding of Biden-era curbs “a great reversal of a wrong policy,” handing Nvidia a big win in the Middle East.
“The fundamental assumptions that led to the AI Diffusion rule in the first place has been proven to be fundamentally flawed … and that fundamental assumption is that the United States is the only provider of AI, and it’s not obvious enough to me,” he said.
Last week, Nvidia scored a major deal in Saudi Arabia by announcing a strategic partnership with startup Humain to build “AI factories” in the country with a projected capacity of up to 500 megawatts during US President Donald Trump’s visit to the Gulf.
To power those facilities, Nvidia will sell several hundred thousand of its most advanced graphic processing units there over the next five years, beginning with 18,000 of its top-of-the-line GB300 Grace Blackwell chips.
Analysts said the Gulf deals, which also involved AMD and Qualcomm, were possible because the Trump administration was able to “sidestep” the Biden-era curbs, which were rescinded before they could take effect.
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CNN’s Wayne Chang and John Liu contributed reporting.
Translation
意外的貿易休戰後，中美兩國再次陷入爭執 (2/2)
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Nvidia執行長抱怨限制
隨著華為加速研發自主高性能晶片，美國晶片巨頭英偉達越來越擔心失去進入中國市場的機會，因為特朗普政府限制了英偉達H20人工智能晶片對華出口。
英偉達執行長黃仁勳週三在台灣年度電腦展上表示，該禁令迫使該公司註銷了「數十億美元」的庫存。他補充說： “我們的代價非常高。”
黃估計，明年中國市場的價值可能達到 500 億美元。他說： “如果不能分享這樣的機會，不能為美國帶來稅收，不能創造就業機會，不能維持這個行業，那將是一種遺憾” ;“我認為美國政府應該允許美國技術在中國市場去服務,參與和競爭。”
黃也藉此機會批評了美國對中國的出口管制，稱這些管制為中國人工智能公司提供了 “精神、能量和政府支持”，去加速其自身發展。
他補充說： “我認為，總體而言，出口管制是個失敗。”
但黃仁勳確實稱讚特朗普撤銷拜登時代的限制是 “對錯誤政策的重大逆轉” ，這讓英偉達在中東取得了巨大勝利。
他說： “最初導致人工智能擴散規則的基本假設已被證明存在根本缺陷……而這個基本假設就是美國是人工智能的唯一提供者，但對我來說，這一點不夠明顯。”
如果美國想保持領先地位，並且希望世界其他國家能夠在美國技術的基礎上繼續發展，我們就需極力促進人工智能的普及，極力提高其速度。而這正是我們目前所處的位置。
上週，在美國總統特朗普訪問海灣地區期間，英偉達在沙地阿拉伯達成了一項重大交易,宣布與新創公司 Humain 建立戰略合作夥伴關係，在沙地阿拉伯建立 “人工智能慧工廠” ，預計工廠能產高達 500 兆瓦。
為了推動這些設施，Nvidia 將在未來五年內在那裡銷售數十萬個最先進的圖形處理器，首先是 18,000 個頂級 GB300 Grace Blackwell 晶片。
分析人士表示，海灣地區的交易也渉及 AMD 和 Qualcomm, 它之所以能夠達成，是因為特朗普政府能夠「避開」拜登時代的限制措施，這些限制措施在生效前就被撤銷了。。
So, the temporary truce over
tariffs between United States and China has shown signs of trouble, this time
over the future of Beijing’s most advanced homegrown semiconductors. Over the
past week, Beijing has repeatedly lashed out at Washington for warning
companies against using AI chips made by Huawei. The conflict over Huawei’s
chips indicates that despite the positive words shared by US and Chinese
negotiators previously, there are still huge differences between the two sides
on a variety of subjects that may be difficult to overcome. Let’s wait and see
whether they have the wisdom to resolve their differences.
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