On November 8th, a PDF document circulated online claiming to record a secret speech by NVIDIA founder Jensen Huang, in which he allegedly stated that China would win the artificial intelligence race. This assertion has sparked considerable discussion both domestically and internationally, with netizens on both sides of the Pacific debating the merits of Huang’s supposed stance. It’s understandable that neither side wishes to be perceived as the loser in this global technological competition.
However, Jensen Huang has since responded, denying the accuracy of the circulated document and stating that he did not say exactly that.
Huang did acknowledge the impressive advancements in China’s artificial intelligence capabilities. He pointed out the significant number of AI researchers in China, estimating that 50% of the global AI research talent is located there. He further highlighted that China has developed highly sophisticated AI technologies, and that many of the world’s most popular open-source AI models currently originate from China, underscoring their rapid pace of development.
Huang emphasized the need for the United States to maintain its rapid pace of innovation, stating that the global competition is fierce and that acceleration is necessary to remain competitive.
Huang’s clarification suggests that the leaked PDF likely contained a mix of truth and misrepresentation. While he denies making the specific statement about China winning, his subsequent comments about China’s AI strengths and the competitive landscape suggest there might be a kernel of truth or similarity to the original claims. His cautious wording, “I didn’t say that,” implies that some discussion did occur, with elements that might have been misinterpreted or exaggerated in the leaked document.
For those familiar with Jensen Huang’s perspective on AI, his remarks may not be entirely surprising. His acknowledgment of China’s rapid AI progress is genuine, but it is also interwoven with a serious consideration of competitive pressures, particularly from companies like Huawei. Huang’s strategically phrased comments are not merely complimentary; they likely aim to influence US export control policies. By underscoring China’s AI prowess and the potential market gains for NVIDIA, he may be indirectly advocating for a shift from restrictive measures towards strategies that allow for greater market engagement, suggesting that over-reliance on export bans could inadvertently stimulate domestic innovation rather than stifle it.
