Key Highlights:
- Jensen Huang warns that China is catching up fast in AI and could “win the race.”
- He criticizes U.S. restrictions and overregulation for slowing innovation.
- Huang clarifies he wants America to lead by accelerating, not isolating.
Huang’s Warning at the London AI Summit
Nvidia CEO Jensen Huang has warned that China is moving rapidly toward AI dominance and could “win the AI race” if the U.S. continues to slow its innovation through overregulation and export restrictions. Speaking at the Financial Times Future of AI Summit in London, Huang said China is “nanoseconds behind America” in AI progress, highlighting how quickly the global gap is closing.
Huang urged Western countries to speed up AI development rather than hold it back. “It’s vital that America wins by racing ahead and winning developers worldwide,” he later wrote on X (formerly Twitter).
China’s Rapid AI Growth
According to Huang, China’s government-backed energy subsidies and strong state support are helping local companies advance faster. Beijing’s investments in semiconductor manufacturing and AI research are creating an ecosystem that rivals the U.S. in both scale and ambition.
He noted that while China faces technological hurdles, its developer community and policy environment are highly motivated and unified under national goals for AI self-reliance.
U.S. Restrictions and Policy Concerns
The U.S. government recently reaffirmed its ban on Nvidia’s advanced Blackwell AI chips being sold to China, citing national security reasons. Huang criticized these restrictions, arguing they hurt U.S. competitiveness and inadvertently push China to accelerate its own chip development.
He also pointed to state-level AI regulations and high energy costs as factors slowing innovation in the U.S. “Cynicism and overregulation are making it harder for American companies to move fast,” he said.
Market Reaction and Clarification
After his remarks were reported, Nvidia’s stock briefly dipped, prompting Huang to clarify that he wasn’t predicting U.S. defeat. Instead, he emphasized that the U.S. must act faster to maintain its lead. Nvidia remains the world’s most valuable company, valued at around US$4.7 trillion, even after a recent dip from its US$5 trillion milestone.
Balancing Global AI Competition
Huang’s comments come amid rising U.S.–China tensions over technology and trade. While Washington focuses on limiting China’s access to cutting-edge AI hardware, Beijing is boosting domestic innovation.
Huang’s message was clear: the U.S. should lead through innovation and collaboration, not isolation. “We want America to win,” he said, “but winning means building faster, not building walls.”
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