The Nvidia CEO states that China is very close behind the US in the AI race, emphasizing the need for sustained investment, infrastructure development, and supportive government policies to maintain global leadership. He highlights Nvidia’s efforts to build domestic AI capabilities through partnerships, factory plans, and advocating for policies that foster innovation and reduce barriers.
The Nvidia CEO emphasizes that China is very close to the United States in the AI race, suggesting that China is not behind but rather right behind the US. He highlights the competitive nature of AI development, noting that it is a long-term, ongoing effort rather than a short-term contest with clear endpoints. The CEO underscores that the race in AI is continuous and requires sustained investment and innovation over time.
He explains that building the necessary AI infrastructure, valued at around $500 billion, demands enormous investments from multiple partners. To meet these demands, Nvidia has brought onshore various partners to help develop the required technology and infrastructure. The company is also planning to build its own factories to support this large-scale development, indicating a significant commitment to expanding AI capabilities domestically.
The CEO discusses the importance of policy and government support in advancing AI technology. He mentions upcoming conversations with the President regarding tariffs and emphasizes the need for policies that facilitate and accelerate AI development. He expresses confidence that the administration has a good plan in place and hopes that policies will support the industry’s growth.
He advocates for a supportive regulatory environment that encourages investment and innovation in AI. The CEO believes that government policies should help remove barriers and foster an ecosystem conducive to rapid technological progress, which is crucial for maintaining competitive advantage in the global AI race.
Overall, the message conveyed is one of cautious optimism and strategic planning. Nvidia is committed to investing heavily in AI infrastructure and fostering partnerships, while also seeking supportive policies from the government. The CEO underscores the importance of long-term commitment and collaboration in ensuring leadership in the rapidly evolving field of artificial intelligence.