The person who said this was Jensen Huang, CEO of Nvidia, the world's most valuable company and a central player in the American AI strategy.
This is the most striking warning since the technology emerged!
- Jensen publicly commented to the Financial Times:
“China will win the AI race.”
According to him, the US is stalling itself—with excessive caution, little investment in energy, fragmented regulations, and political skepticism.
Meanwhile, the Asian country is accelerating.
- The Infrastructure Problem
The issue has become a geopolitical argument.
“China is subsidizing energy for its companies. There, energy is practically free.”
In this way, giants like ByteDance and Alibaba have managed to expand data centers even using chips less efficient than those from Nvidia.
- This state support made a difference when companies migrated to domestically produced chips.
With Huawei and Cambricon chips consuming more energy than Nvidia's, the Chinese government increased subsidies.
The goal: to maintain infrastructure scalability even with a loss of efficiency.
- Meanwhile, in the US, the risk is also regulatory.
Huang warned about the fragmentation of this American environment.
"We are heading towards having 50 distinct state laws on AI."
This hinders expansion, discourages investment, and drives away talent.
- Criticism of Western skepticism and a call for boldness
“Building stronger AI systems requires investment and collaboration. Not hesitation.”
He knows Nvidia is leading the way. But he also sees that this is not enough if the country slows the pace of development internally.
- A few hours later, Jensen released a public correction.
Likely pressured (and dependent) on Washington, the CEO said:
“China is nanoseconds behind the US in AI. It’s vital that the US moves forward and attracts developers from around the world.”
- Either the US moves, or it falls behind.
“This is an endless race.”
Having the most powerful chips in the world isn't enough.
It's necessary to secure energy, scale, clear rules, and freedom of construction to maintain the lead.
And China has been preparing for this moment for decades!