Nvidia CEO Jensen Huang has commended China’s progress in generative artificial intelligence, emphasizing the international significance of AI models developed by companies such as DeepSeek, Alibaba, Tencent, MiniMax, and Baidu. Speaking at the opening ceremony of a supply chain expo in Beijing, Huang described these models as world-class and noted their role in driving advancements in AI on a global scale.
He also highlighted that more than 1.5 million developers in China are using Nvidia’s technology to bring their ideas to life, underscoring China’s vital role in the ongoing evolution of artificial intelligence.
DeepSeek’s Rise and Export Curbs Reshape AI Chip Market and Global Competition
One of the standout developments mentioned by Huang is DeepSeek, an AI model developed in China that surprised global investors by outperforming OpenAI in both development and operational efficiency. Despite U.S. restrictions on AI chip exports to China, DeepSeek’s parent company, High-Flyer, reportedly stockpiled Nvidia chips, enabling them to create the model.
This revelation comes as Nvidia confirmed plans to resume shipments of its H20 chip to China, following U.S. government assurances. Shipments had been paused in April due to stricter export regulations.
Nvidia CEO Praises China’s AI Surge as DeepSeek Outshines Rivals Amid U.S. Chip CurbsNvidia has experienced significant financial setbacks due to U.S. chip export restrictions, losing an estimated $2.5 billion in revenue during the April quarter and anticipating an $8 billion hit for the July quarter. Huang stated that these restrictions have nearly halved Nvidia’s market share in China.
Meanwhile, U.S. limitations may inadvertently benefit Chinese tech companies like Huawei, which can fill the void left by Nvidia. Huang has previously warned that limiting global access to AI chips could jeopardize the U.S.’s leadership position in the global AI race.
China’s Open-Source AI and Consumer Tech Drive Global Innovation and International Cooperation
Huang also commended Chinese companies for their open-source approach to AI development. He contrasted this with OpenAI in the U.S., which has not yet embraced open-source practices. For example, the Alibaba-backed Moonshot startup recently released an open-source model, Kimi K2, claiming superiority over ChatGPT and Anthropic’s Claude in specific coding benchmarks.
Huang argued that open-source AI promotes global progress and safety, allowing more countries and industries to participate in the AI revolution and fostering international cooperation on technology standards.
In his remarks, Huang highlighted how AI underpins popular Chinese platforms like Tencent’s WeChat, Alibaba’s Taobao, ByteDance’s Douyin, and Meituan’s delivery services. He reiterated that AI is essential not just for innovation but for consumer technology advancement.
Recent easing of trade restrictions between the U.S. and China, following diplomatic talks in London, suggests a potential thaw. As the U.S. loosens its grip on tech exports and China resumes rare earth shipments, there may be room for renewed cooperation in the high-tech sector despite ongoing geopolitical tensions.
