NVIDIA executive chief Huang Renxian accepted a visit to Fox on the 28th and said that the artificial intelligence revolution has begun and all fields will adopt AI. He hopes to have a H20 chip order in China, and also proposed to the Trump administration that the Blackwell artificial intelligence structure was sold in China; Trump understands that AI around the world uses American standards, which is conducive to winning the AI competition.
Huang Rensheng visited Fox Business, "We are at the beginning of the artificial intelligence revolution. AI has made amazing progress last year. Now we can basically rationally judge, think, research and use it as a tool to solve problems. This is why ChatGPT is great." He said, "We will see AI entering all industries, from cloud to enterprises, factory robots, automation and self-driving cars. All areas use AI and grow really fast."
Huang Rensheng explained NVIDIA (Nvidia) quarter 2 performance pointed out that NVIDIA's core business is to launch the second generation of revolutionary Blackwell architecture, called Blackwell Ultra, the first AI-type super computer. The sales of GB300 chip architecture in the first quarter of this year have reached one million US dollars, and we will work harder next quarter, and there is still a lot of construction work to be done.
As for the H20 chips designed in the Chinese market that have not appeared in the second quarter, he said that he has not seen China order H20, but hoped that they will order. H20 is still a great product, with a high price ratio, and it is great to use in generating AI modules. I look forward to H20 wholeheartedly.
He emphasized that the United States has the ability to help the world build AI and software with the US standards, which will help the United States win. US President Donald Trump understood this and therefore agreed to export H20 to Chinese consumers. "I hope to sell products to China. If there is an H20 order next season, NVIDIA will be able to produce them."
For NVIDIA's Chinese market, Huang Renshi pointed out that for NVIDIA, China's AI market is about US$50 billion, and it can reach US$1 billion per quarter in the previous quarter. After the H20 sale in China is restricted, the Chinese market will change to 0. "I hope to get back to deal with this $50 billion market, and the Chinese market is growing very quickly, just like the United States and around the world."
As for the possibility of selling higher-level products, he said that he had already talked about the sale of Blackwell and the US government to China, and believed that time would still be needed. Trump clearly understood that helping the world build AI under the US standards can help the US succeed in the AI competition; Trump hopes that the world will use American technology and the world will be under the US standards, just like the US dollar is the global standard currency.
Huang Renshi said he was confident in this, but there was no timetable and would continue to communicate with the government.
As for NVIDIA agreeing to hand over 15% of its proceeds from selling H20 chips in China to the US government, he said that he did not know if he was forced to say yes at that time, but it was in the best interest of the US to eventually be able to sell to China. Let Chinese AI practitioners and researchers establish a structure under the US standards. NVIDIA will work hard as long as any permission is obtained to confirm that global AI uses the US standards.