💣 Nuclear-level Infighting! Why is NVIDIA Attacking Its Allies?
On May 3, 2025, NVIDIA publicly criticized AI company Anthropic, directly pointing out that its claims of “fake pregnancy hiding chips” and “live lobster smuggling” are “absurd stories”. This internal conflict among tech giants reveals just the tip of the iceberg in the China-U.S. chip rivalry:
Focus of Conflict: Anthropic calls for the U.S. to tighten AI chip export controls, while NVIDIA claims that “50% of global AI talent is in China, and blocking will only harm oneself”.
Business Calculations: NVIDIA expects to lose $5.5 billion due to export restrictions, while China’s Huawei Ascend chips have reached 80% of NVIDIA’s H100 performance.
Political Underpinnings: The AI chip control policy under the Biden administration will take effect on May 15, with the Trump administration’s stance being ambiguous.
🔍 Absurd Smuggling vs. Hardcore Strength: The Truth Behind the China-U.S. AI Cold War
Smuggling Controversy: From “Fake Pregnancy” to the Technology Blockade Dilemma
Anthropic claims that China is smuggling chips using “fake pregnancy”, but NVIDIA mocks it as “storytelling”. In reality:
Data Contradiction: In 2024, China’s semiconductor equipment imports reached a record high of $44.39 billion, but imports from the U.S. have declined for three consecutive years to $4.47 billion.
Acceleration of Substitution: Huawei Ascend’s market share has soared to 18%, and the domestic chip substitution rate has surpassed 35%.
Industry Backlash: U.S. semiconductor giants’ stock prices have plummeted, forcing Intel and Qualcomm to lay off workers and cut production.
Talent Arsenal: China’s AI “Invisible Great Wall”
Jensen Huang repeatedly emphasizes that “50% of global AI researchers are in China”, which is backed by:
Educational Foundation: 47% of the world’s top AI talent graduated from Chinese universities, with Tsinghua and Peking University having citation counts that crush MIT.
Corporate Magnetism: Huawei Ascend’s team has attracted over 300 overseas experts, and the DeepSeek lab produces an average of 2,000 papers daily.
Policy Attraction: Guangzhou’s AI industry fund has reached 150 billion, with R&D subsidies covering 30% of wafer costs.
Technological Equality Battle: The Deadly Sprint of a 0.3% Gap
The Stanford report shows that the performance gap between China and the U.S. in large models has shrunk from 17.5% in 2023 to 0.3%. The path to breakthrough is clear:
Computing Power Breakthrough: Domestic computing clusters will reach 1037 EFLOPS by 2025, with costs dropping 280 times in two years.
Scenario Crushing: AI traffic management in Shenzhen has reduced congestion by 15%, and the industrial design cycle in Liuzhou has been shortened by 60%.
Open Source Revolution: Alibaba’s Tongyi has open-sourced over 200 models, generating more than 100,000 derivative applications.
🌐 Geopolitical Game: Jensen Huang’s “Survival Equation”
Business Survival: The Deadly Temptation of 22% Revenue
The Chinese market contributes 22% of NVIDIA’s global revenue, with data center chip sales accounting for 65%. However, the reality is harsh:
Substitution Crisis: Huawei Ascend’s performance is approaching, and the CUDA ecosystem is being impacted by domestic frameworks;
Policy Gamble: Four visits to China have promoted technology adaptation, using software advantages to counter hardware blockades.
Political Alignment: The “Boomerang Effect” of Chip Controls
Self-Harm by the U.S.: Export controls have caused U.S. companies to lose $120 billion in the Chinese market, while the EU turns to China’s ultrasonic lithium extraction technology.
China’s Countermeasures: Rare earth export controls + 100% self-sufficiency in 28nm chips, with testing and packaging capacity accounting for 67% of the global total.
🚀 The Battle for the Future: From “Choke Points” to “Ecological Hegemony”
China’s Trump Card:
Data Sovereignty: 1.4 billion users generate 30% of global data, with Douyin and WeChat becoming “gold mines” for AI training.
Manufacturing Closed Loop: Breakthroughs across the entire chain from chip design to packaging, with 28nm mature processes being fully self-sufficient.
U.S. Anxiety:
Paper Quality: The citation rate of Nature/Science papers still leads China by 1.8 times.
Framework Monopoly: PyTorch and TensorFlow dominate 90% of the developer ecosystem.
As Jensen Huang said, “AI is an infinite game, with no end, only evolution.” In this contest, the drama of blockades and counter-blockades, sanctions and counter-sanctions will continue…
🎯 Soul-Searching Question:
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