Jensen Huang: China has long surpassed the computing power threshold needed to train Mythos-level models; restricting exports will only accelerate Huawei's rise.

ME News Report, April 16 (UTC+8), DeepSeek is preparing to release the V4 model on Huawei Ascend chips, expected to go live in late April, becoming the first cutting-edge AI model that does not rely on NVIDIA hardware. Chinese tech giants such as Alibaba, ByteDance, and Tencent are also purchasing large quantities of Huawei chips, with prices rising about 20% within a few weeks. Export controls have backfired. Restrictions have accelerated the rise of China’s domestic chip industry, forcing the Chinese AI ecosystem to shift toward optimizing for local hardware. Jensen Huang believes this poses a real threat to the United States: “If future AI models run best on others’ tech stacks, that would be a nightmare for America.” China accounts for about 40% of the global tech industry; abandoning this market would harm the US’s long-term competitiveness in chip technology. He clearly distinguishes two goals that can run in parallel: maintaining computing power leadership domestically, and competing in the global market. “We shouldn’t voluntarily give up the market. If we lose in the end, so be it, but why give it away willingly?” (Source: BlockBeats)