Jensen Huang says China 'will win' AI race (www.ft.com)

Nvidia CEO Jensen Huang publicly declared that China “will win” the AI race, a blunt assessment that has reverberated across tech and policy circles. The remark highlights accelerating Chinese momentum in AI driven by massive domestic data, government-backed investment, and rapidly improving semiconductor capabilities. Coming from the leader of the world’s dominant GPU supplier, the statement underscores how geopolitical tensions, export controls and market size are reshaping where AI compute, talent and products concentrate. For the AI/ML community the comment is a reminder that leadership in AI rests on more than model architectures: it depends on raw compute, access to large, real-world datasets, production-grade hardware and healthy ecosystems for training and deployment. Key technical implications include potential bifurcation of compute supply chains (domestic GPU alternatives vs. Western accelerators), divergent model development and safety standards, and intensified competition over chip design, fabrication and software stacks. Researchers and companies should expect faster growth in Chinese-scale deployments and localized innovation, even as cross-border collaboration, benchmarking and regulation become more complex.