Nvidia CEO Jensen Huang calls China one of the world's great centers of technology and industry at the CISCE - Global Times

NVIDIA CEO Jensen Huang's declaration that China is one of the world's great centers of technology and industry at CISCE carries significant weight in the current US-China tech rivalry context. His re... Read original →

Jensen Huang’s CISCE remarks reflect a strategic acknowledgment of China’s irreversible rise as a tech epicenter. Technically, NVIDIA’s collaboration with firms like Unitree is catalyzing tight integration between AI accelerators and humanoid robotics, spiking demand for edge AI SoCs. Compliance-wise, despite U.S. export curbs, NVIDIA sustains presence via China-specific chips like H20—yet at soaring legal and supply-chain costs, forcing diversification across Taiwan, China and Southeast Asia. Competitively, AMD and Huawei’s Ascend will aggressively pitch domestic alternatives, especially in training and inference ecosystems. Over the next 12–24 months, China’s AI hardware landscape will evolve into a ‘de-Americanized but not de-NVIDIA’ paradox: high-end compute remains architecturally tied to NVIDIA, while software stacks and system integration go fully local. This compels global chipmakers to treat China not just as a market, but as an indispensable innovation node.