英伟达CEO黄仁勋谈对华AI竞争：总体而言我们领先不多

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@ericchen-qo7sf
National security is just an excuse, they just want to contain China.

国家安全只是个借口，他们只是想遏制中国。

@ilmagodiloz
So articulated, posed, and calm. A pleasure to listen to.

表达清晰、从容不迫，听他讲话是一种享受。

@MukbangPakhang-k6p
This global AI race is basically Chinese scientist vs American Chinese

这场全球AI竞赛其实是华裔科学家之间的较量。

@MetaView7
He is basically saying America is screwed, in a very nice and inoffensive way.

他其实是在非常礼貌地说美国完蛋了。

@Kotak8
Jensen is intelligent, rational yet very humble - Chinese wisdom.

黄仁勋聪明、理性又谦逊——这就是中国智慧。

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@shuanglang5317
The same question were asked multiple times by different people at different occasions, we American are so obsessed with China, can’t we just leave them alone??

同样的问题被不同的人在不同场合反复提，美国人对中国太着迷了，能不能放过他们？

@yutian5884
A true wolf amongst sheep. Never directly challenging Trump's ego but still gets his point across.

披着羊皮的狼。他从不直接挑战特朗普的自尊，却总能表达出自己的观点。

@yesyes1842
Chinese Americans are helping to defend America's technology edge vs China. Hope this helps alleviate concerns they are all spies in this country. I know Jensen and Lisa Su are Taiwanese but they are of Chinese ethnicity just like Intel's and Scale AI's CEO. Give credit where it's due, Chinese Americans Rock...

华裔美国人正在帮助美国维护科技领先地位，希望这能减轻人们对他们是间谍的担忧。黄仁勋和苏姿丰虽然是台湾人，但他们都有华人血统。该赞的就要赞，华裔美国人太厉害了。

@wxxcable
To be honest, “the infrastructure” is not neck to neck. Im afraid that China is a century ahead of the US.

说实话，所谓的‘基础设施差不多’根本不对，我担心中国已经领先美国一百年。

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@RunDaChansey
I think Becky handles these better than Joe honestly, let her run!

我觉得 Becky（主持人 Becky Quick）比 Joe（Joe Kernen）主持得更好，让她来主导吧！

@gujg2010
Sadly, the US no longer listens to the voices of the top minds on the planet, but instead to people like Gordon Chang. Good Luck.

可悲的是，美国如今不再聆听世界顶尖头脑的声音，而是听信像 Gordon Chang 这种人。祝好运吧。

@forajc
What a brain Jensen is driven & humble. No arrogance.

黄仁勋头脑非凡，而且既有动力又谦逊，没有一丝傲慢。

@datianlongan5567
Sharp like a hawk yet humble like a dove. Our adversaries would think twice before crossing his path. We need this kind of leadership for our country.

像鹰一样锐利，又像鸽子一样谦和。我们的对手在与他交锋前都得三思而行。我们国家需要这样的领袖。

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@matt.stevick
i went all in with life savings in nvda years ago, i trusted jensen the entire insane journey and did not sell in the giant drawdowns. (6 figure unrealized losses form local tops multi times). he has transformed my entire life and purpose in this world. i got emotional during this interview this morning out of happiness and pride. cnbc (becky and mike) did an absolutely flawless job conducting this mornings interview, asked the perfect questions and allowed the proper time for this. thank you. i love you all.

几年前我把全部积蓄都投进了英伟达，一路上我完全信任黄仁勋，没有在几次大幅下跌时卖出（多次浮亏六位数）。他彻底改变了我的人生与存在的意义。今天早上看这场采访时我甚至情绪激动，充满幸福与骄傲。CNBC（Becky 和 Mike）完美主持了这次访谈，提问精准，节奏恰到好处。谢谢你们，我爱你们。

@jokebapack2
Lol he himself is a Chinese. That is just like mathematic Olympic when US vs China is actually Chinese vs Chinese.

哈哈，他自己就是个华裔。这就像数学奥赛一样，美国vs中国其实是华人vs华人。

@dasarp2895
No wonder Americans are pulling away from the mainstream media. These anchors are not reading between the lines of what Jensen Huang is saying.

难怪美国人都在远离主流媒体。这些主播根本没听懂黄仁勋在说什么。

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@denislaw6945
Jenson is the reason I buy nvidia.

我买英伟达的唯一原因就是黄仁勋。

@MegaPapa8888
It is not who wins the AI competition. It is the worldwide people to enjoy the AI fruition.

这不是谁赢得AI竞赛的问题，而是全人类能否共享AI成果。

@subratachatterjee3916
China is going ahead with renewable energy which is the only way to keep up with the energy demand of GenAI. He dodged this question.

中国正在大力发展可再生能源，这是满足生成式AI能源需求的唯一途径。但他（黄仁勋）回避了这个问题。
 

@一上一下
I’m honestly speechless. The female host actually thinks China would use American chips in its defense weapons?

我真是无语了。那位女主持居然觉得中国会在国防武器里使用美国芯片？

@playShorts3
The day China starts making its own semiconductor manufacturing machines, it''s game over for the USA.

一旦中国开始自己制造半导体生产设备，美国就彻底输掉了。

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@laijohnny3088
Why compete if we can work together to build a better world.

为什么要竞争？我们可以合作，共同建设一个更美好的世界。

@liamporter1137
Jensen is a frank guy. Respect.

黄仁勋是个坦率的人，尊重他。

@BigGeno
Man, I wish I did more research on Jensen. I’ve only recently started watching this stuff. He is amazing and I strongly believe that Nvidia he’s gonna continue and success with him at the helm.

真希望我早一点研究黄仁勋。我最近才开始关注他，他太棒了。我坚信在他带领下英伟达会继续成功。

@lixwii64
Everyone is better at something. No one is ahead of anyone else.

每个人在某方面都更擅长，没有谁真正领先。

@I_Ching21
The "national defense" question and answer were perfectly articulated.

关于‘国家安全’的那一问一答，真是完美。
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@linJony
The US is bound to lose this competition. China has banned the export of all rare earths and rare metals used in the AI chip field. No matter how much the Americans boast, mass production is impossible under the circumstances of material shortage. Huawei has already manufactured chips similar to the H20, and China has completely banned NVIDIA from selling them. This means that Nvidia has lost at least 60% of the market. No matter how Americans manipulate the stock market, it's of no use. The higher they boost, the harder they fall.

美国注定会输掉这场竞争。中国已经禁止出口所有用于AI芯片领域的稀土与稀有金属。无论美国人怎么吹嘘，在原料短缺的情况下根本无法实现量产。华为已经能生产出与H20类似的芯片，而且中国已全面禁止英伟达在华销售。这意味着英伟达至少失去了60%的市场。无论美国人怎么操纵股市，都没用。吹得越高，摔得越惨。

@jblattnernyc
What a time to be alive!

活在这个时代，真是太刺激！

@MrGriff305-d3u
The US really doesn''t have much advantage over China anymore, and we''ll probably be losing in everything soon.. That''s reality. Our leadership is utterly absurd, so might as well say it how it is.

美国现在已经没什么优势了，估计各方面都会输给中国……这是现实。我们的领导层简直荒谬，所以还不如直说。

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@randyharmon717
As I listen it’s becoming obvious that the United States is really behind China has built the infrastructure for layering everything while running everything seamlessly.

听着听着就越来越明显，美国真的已经落后了。中国已经建立起了分层式的整体基础设施，各个系统运行得天衣无缝。

@DanBurgaud
Now this is the conundrum for USA: USA needs the world to build around your own tech, but at the same time you dont want the world to use your tech. But China is more than willing for everyone to use their tech. Result: USA tech will slowly fall behind.

这正是美国的两难境地：美国希望世界围绕自己的技术体系建设，但同时又不希望世界真正使用这些技术。而中国则完全愿意让所有人使用它的技术。结果就是——美国的技术将慢慢落后。

@saabiqstudios1281
Jensen is highly intelligent and diplomatic.

黄仁勋极其聪明，也非常有外交手腕。

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@kolviczd6885
The world should start avoiding American tech, stack, chip, AI, etc. going forward if we don't want America to bullied us around like they always do. Till now America has been the dominant tech provider in the world with very little alternative that can challenge and humble them. This has to change. The world needs to de-risk from American tech and dollar dominance for a better, fairer and just world. All countries, not just China, should step up their game in technological self reliance. This is about national security, this is about strategic autonomy, this is about freeing oneself from US hegemony and bullying. The EU should do it, India should do it, SEA should do it, Africa should do it, Latin America should do it, everyone should do it. It will be a long journey for many of us but it'll be worth it in the end. Let go...

世界各国今后都应该逐步远离美国的技术、架构、芯片与人工智能等领域，如果不想再被美国像过去那样“予取予夺、颐指气使”。至今为止，美国一直是全球最具支配力的技术提供者，几乎没有对手能够真正挑战或让其谦卑。但这一切必须改变。全球必须降低对美国科技与美元体系的依赖，构建一个更加公正与平等的世界。不仅仅是中国，所有国家都应在科技自立方面提升能力。这关乎国家安全，关乎战略自主，关乎摆脱美国霸权与长期的技术压制。欧盟应如此，印度应如此，东南亚、非洲、拉美国家也都应如此。这将是一段漫长的旅程，但最终值得。放手去做吧。

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@BigOrangeMan
One thing for sure he is a great communicator and CEO.

可以肯定的是，他是一位出色的沟通者和卓越的首席执行官。

@mrg4847
China cannot be contained. It will only advance faster as in the case of the ISS. They built their own which is way more advanced than the current ISS.

中国是不可能被遏制的。就像国际空间站一样——中国建造了自己的空间站，而且比现有的国际空间站更先进。

@gilbert643
China advance in AI for their industries. Doesn't care about what the USA are doing.

中国专注于发展本国工业领域的人工智能，对美国的动作并不在意。

@Vsps48
China will surely build sophisticated ai chips at Nvidia level. It''s just a matter of time.

中国必然会研发出与英伟达同级的高端AI芯片，这只是时间问题。

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@kckoay6211
Washington’s "Chip War," intended to cripple China's tech ascent by cutting off advanced semiconductors and the tools required to produce them, has backfired spectacularly. Rather than causing stagnation, the technological blockade shattered China's illusions of reliance on the West and served as an unintended catalyst. It triggered a massive national mobilization for semiconductor independence, fast-tracking China's shift from a consumer to a leader. Evidence of this is clear in startling breakthroughs in domestic chip production and a widening lead in smart manufacturing. However, the true strategic victory for China lies beyond the lab. While the U.S. strategy aimed to create a chokepoint, it instead accelerated China's drive toward the decisive frontier of the AI race: mass-scale integration. The winner will not be decided solely by who has the most advanced chips, but by who achieves the broadest acceptance and most effective use of the technology. With its unrivalled industrial base and a population of 1.4 billion capable of adopting innovations at unmatched speed and scale, China is uniquely positioned to transform its newfound self-sufficiency into pervasive societal advantage. The U.S. strategy designed to create a gap has, in fact, accelerated China's race not just toward technological sovereignty, but toward potentially dominant AI integration.

华盛顿发起的“芯片战争”——本意是通过切断先进半导体及其制造设备来遏制中国的科技崛起——却以极其戏剧性的方式反噬了自身。这场技术封锁并未让中国陷入停滞，反而击碎了其对西方依赖的幻想，成为一个意料之外的催化剂。它引发了一场全国范围内的半导体自主化动员，加速了中国从“技术消费者”向“技术引领者”的转变。这种趋势已有明显迹象：中国在国产芯片制造领域取得突破，并在智能制造方面的领先优势持续扩大。然而，中国真正的战略胜利并不局限于实验室层面。美国原本企图在关键技术上形成“卡脖子”点，却无意间加速了中国向人工智能竞赛的决定性前沿——大规模融合应用迈进。未来的胜负，并不取决于谁拥有最先进的芯片，而在于谁能实现更广泛的普及与更高效的应用转化。凭借无可比拟的产业基础，以及14亿人口所带来的快速创新吸收与应用能力，中国具备独特优势，可将其新获得的自主能力转化为全社会层面的竞争力。美国原本意在制造差距的战略，实际上却加速了中国不仅在技术主权上的追赶，更在AI融合主导权上的崛起。

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@CarbonBlackLab
Many corporate leaders are hesitant to voice opposition to the current administration and Congress, often publicly endorsing policies they may privately question. This dynamic underscores a broader competitive challenge: China's significant and growing investment in STEM education is producing a large, highly skilled talent pool. In fact, the American technology and scientific sectors rely heavily on international expertise, particularly through programs like the H1B visa, which attracts essential scientists and researchers from around the world. Meta's AI team is primarily staff with Americans of Chinese descent experts.

许多企业领导人对现任政府和国会的政策持有保留态度，但他们往往不敢公开反对，甚至在公开场合还会表达支持他们私下并不认同的政策。这种现象揭示出一个更深层次的竞争问题：中国在 STEM（科学、技术、工程和数学）教育方面投入巨大且持续增长，正在培养出庞大且高素质的人才队伍。相比之下，美国的科技和科研行业在很大程度上依赖国际人才，尤其是通过 H1B 签证项目来吸引来自世界各地的科学家和研究人员。比如，Meta（脸书）的人工智能团队中，大部分核心成员其实是具有华裔背景的美国专家。

@JoyceLynn-q3m
‘NVIDIA is good at risk. Geopolitical risks are hard for us.’ Huang U.S. is ahead in Chip area, China not far behind. China is ahead of us in Energy.’ Huang Concerning, we are not doing enough in some areas. Electric. Solar….

“英伟达擅长应对风险，但地缘政治风险对我们来说确实很棘手。”黄仁勋说。“美国在芯片领域仍然领先，但中国也紧随其后。而在能源领域，中国已经领先我们。”
黄仁勋还指出，一个令人担忧的问题是：在某些领域——例如电力、太阳能等——美国做得还远远不够。

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@YanfeiFeng
Too late. The Chinese are building their own chips and their own standards. They will not use us chips anymore.

太晚了。中国人正在研发属于自己的芯片和技术标准。他们今后将不再使用美国的芯片。

@eugenec7130
The American politicians are too selfish to achieve anything meaningful for mankind. All they think of are dominating, bullying and destroying the world. Jensen's vision of AI world is simply incomprehensible to these idiots. The US should be run by engineers and technological experts, not lawyers, businessmen, economists and journalists.

美国的政客太自私了，根本无法为人类做出任何有意义的成就。他们所想的只有称霸、欺凌和毁灭世界。黄仁勋描绘的人工智能世界愿景，对这些蠢货来说是完全无法理解的。美国应该由工程师和科技专家来治理，而不是律师、商人、经济学家和记者。

@andrewwoods7507
Love Jensen, if you are hyper critical then yes he has made some messaging mistakes, especially in not dispelling the over reaction to deepseek (which is where again?), and yes he loves to flatter China in the hopes of re-entering their market despite having been spurned badly this past year, but this man is a visionary and our greatest asset in the chip war.

我很喜欢黄仁勋。要是从苛刻的角度来看，他确实在一些表达上犯过错误，特别是在没有及时澄清外界对“DeepSeek”事件（到底在哪儿？）的过度反应这一点上。此外，他确实倾向于讨好中国，希望能重新进入那个市场，尽管过去一年遭遇了严重挫折。但不管怎样，这个人是一个真正的远见者，是我们在这场“芯片战争”中最宝贵的资产。

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@tunahelpa5433
Apps are the key, but it takes creativity to come up with good apps, The entrepreneurial incentive is enough to get a lot of action there, but the promise of quick growth isn't enough to ensure that the best people are involved, or even that the best ideas get the most cash. This is, in part, why OpenAI is developing work-alike apps to compete with Microsoft.

应用程序才是关键，但要想出好的应用需要创造力。创业激励确实能带动很多行动，但仅仅依靠“快速增长”的承诺，并不能保证最优秀的人才参与其中，甚至不能确保最好的创意能获得最多的资金支持。某种程度上，这也是 OpenAI 正在开发与微软竞争的类似应用的原因。

@Caribbean_Channel
Advanced chips are made in Taiwan, not USA.

先进芯片是在台湾制造的，不是在美国。

@lisaoenone9733
The whole population in China is quickly adapting to high tech, from daily life to high-end industrial fields. Even elderly population uses Apps every to order groceries, call uber and book appointments.

中国的全民正在迅速适应高科技，从日常生活到高端工业领域都在使用。甚至老年人每天都用应用程序来订购食品、叫车或预约服务。

@alloygold
This guy should be the president. So diplomatic

这家伙（黄仁勋）应该去当总统，他的外交手腕太高明了。