When someone as important to technology as Jensen Huang speaks, the bread rises. The CEO of Nvidia is a person who, although he is not known for giving headlines as controversial as his colleague Elon Musk, does say interesting and important things to understand the sector. At the beginning of the year he sat with Time to chat at length about the AI: whether or not it is a bubble, its impact or who is winning this race.
In that interview China appeared and the commercial dispute that your company has with the Asian giant. There he made something clear: the world needs China more than the other way around. An example: his armyChina is achieving technological independence while its American counterpart increasingly resorts to Chinese imports.
Thank China. When it comes to AI, Huang is clear: the providential weight of Chinese talent in the research and development of artificial intelligence. The CEO of Nvidia affirms that much of the world’s progress in artificial intelligence depends on Chinese researchers, and that the interdependence between the economies of China and the United States is greater than the public perceives. And he sums it up like this: “The idea that the United States can disengage from China is wrong.”
Why it is important. Because the position of the boss of the most valuable company in the world, who is also American, collides with the toughest wing of the White House, which every now and then comes with new restrictions on the export of chips to China. If the industry’s reference supplier depends on symbiosis instead of separation, it is a warning to sailors for those who promote those obstacles in the form of laws that seek to limit Chinese access to the most advanced processors.
Context. Note that this was not the first time that Jensen Huang argued for Chinese supremacy in AI. Already in May of last year at the Washington Forum claimed that 50% of the world’s Artificial Intelligence researchers are Chinese and that this data should influence “how we think about the game” of technological competition. Months later, in an interview with Citadel Securities collected by Fortuneinsisted that it is a mistake not to let these researchers build AI on American technology and that those policies that seek to harm China often also harm the United States.
In detail. In that same interview Huang also made it clear that Taiwan will continue to be the centerpiece of AI chip manufacturing, despite the noise and interest from the White House in relocate production to the United States. In fact, in other interviews he has already clarified that manufacturing in America does not mean abandoning Taiwan, but rather spreading the risk. A complement. After all, You cannot abandon its highly refined production chain overnight as Trump intends.
The small print. Jensen Huang has repeated the same speech on several occasions and scenarios, but as CEO of Nvidia we cannot lose sight of a reality: the commercial interest of his company. The Asian giant’s market share was enormous before export controls began, going from 95% to 0%. So Nvidia is the main one interested in defending openness.
On the other hand, and although that 50% is real and matches different measurements Regarding talent in AI, this weight measures origin or training, not where these scientists work or what banner they have for the advances they achieve, since there is a large number who carry out their work in American universities and companies.
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Cover | Wikipedia and Gary Lerude on Flickr
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