US Capability to Manufacture Chips Domestically

Nvidia's CEO, Jensen Huang, expressed confidence in the United States' ability to produce chips domestically during a recent CNBC interview. He emphasized the necessity for significant investments from various partners to build a $500 billion AI infrastructure.

China's Rapid AI Development

Huang highlighted that China is not lagging in AI development but is, in fact, very close behind. "This is a long-term, infinite race," he remarked, underscoring the importance of continuous competition in the field.

The Global AI Research Landscape

Pointing out the global distribution of AI talent, Huang noted that half of the world's AI researchers are Chinese. He also acknowledged Huawei as one of the most formidable technology companies worldwide.