Internal remarks by NVIDIA CEO Jensen Huang are going viral....

Internal remarks by NVIDIA CEO Jensen Huang are going viral. This is not about pessimism toward the U.S., but rather a capitalist realism: when politics tries to control technology, technology will find its own way forward.

1) China will win the generative AI competition within the next 5-10 years;

2) China has over 1 million AI professionals, while Silicon Valley has only 20,000 dedicated experts;

3) U.S. export controls have instead spurred China's indigenous R&D;

4) Sanctions have become a national mobilization order for China, akin to the Sputnik moment;

5) Huawei’s 910C is only 8–12% slower than the H100 but can be produced at a rate of 200,000 units per month;

6) If the U.S. does not change its strategy, it will personally hand over the AI championship trophy to China.

If these remarks were indeed made by Jensen Huang in private, the tone seems more like a silent protest against U.S. government policy. Over the past year, NVIDIA has lost tens of billions of dollars in potential revenue due to export restrictions, and at the height of the AI boom, it has been forced to watch as the Chinese market rapidly achieves self-reliance. His anger and frustration are understandable. These six statements implicitly contain three levels of logic: on the technical level, Huang acknowledges that China’s AI is closing the performance gap through talent and mass production; on the political level, he is suggesting that U.S. controls are not defensive but rather self-destructive; on the commercial level, this is more of an expression of resentment toward Washington: “The harder you blockade, the faster my company dies.”