NVIDIA CEO Jen-Hsun Huang discussed his observations on the Chinese Supply Chain, the future of AI technology, and NVIDIA's role in the US-China competition during an interview in Beijing on 7/20. He stated that the global Supply Chain is interconnected and will not depeg, and that the US and China can find a way to coexist with a balance of competition and cooperation.
China is a key hub in the global Supply Chain.
Jen-Hsun Huang emphasized that China has the largest, most complex, and most diverse Supply Chain in the world. Not only does it produce by itself, but it also manufactures components, control systems, and parts, playing a key role in the global supply chain. Even as the global supply chain begins to promote diversification and establish backups, they will still be interconnected and cannot be completely depeg, due to the high complexity of industries. The United States is also unlikely, and unnecessary, to produce everything by itself, while China's supply chain expertise has a greater opportunity to be exported worldwide in the future.
China's research and development of AI is very good at creating using "limited resources".