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🔥Jensen Huang: China has surpassed the computing power threshold for training Mythos-level models, and export restrictions will either fail or accelerate Huawei’s rise
NVIDIA CEO Jensen Huang, in an interview with Dwarkesh Patel, opposed AI chip export control policies, saying they cannot block China’s AI capability and have had the opposite effect. Huang said China has crossed the critical point, with large-scale 7nm chip production capacity and low-cost energy; AI training is a parallel computing problem, and more older chips can make up for performance differences. He pointed out that China’s computing power has already exceeded the scale required to train the Anthropic Mythos model. Huawei’s 2025 chip shipments are in the millions, far exceeding Anthropic’s holdings, but Huawei’s 2025 revenue is 880.9 billion yuan, the second-highest in history, lower than the 2020 peak of 891.4 billion yuan. Huang said China accounts for about 50% of the global A…