“China is going to win the AI race,” Nvidia CEO Jensen Huang has told an AI summit in London. The Taiwanese-born boss of the chipmaker, the world’s most valuable public company, believes the Chinese are already just “nanoseconds” behind the Americans and well placed to overtake them.
He pointed to China’s energy superiority and AI research talent, as well as the risk that the Trump administration’s ban on selling China the most advanced chips will just galvanise Beijing to close that technological gap.
Huang did soften his stance later to say American could still win the race, but he has raised potentially existential questions about the road ahead. We asked two experts whether China is likely to prevail.