Huang Is Right About the Real China AI Race: Catherine Thorbecke

If Jensen Huang was hoping to reassure Washington that his company’s advanced artificial intelligence chips won’t be used to supercharge China’s military, his comments likely fell on deaf ears.

“We don’t have to worry about that,” the Nvidia Corp. chief executive officer said of America’s greatest fear about his firm’s access to the China market in an interview with CNN. He argued Beijing knows it can’t rely on the US technology, which “could be limited at any time.” It’s optimistic thinking on his part, given the national security concerns that have fueled years of semiconductor restrictions.

This risk of China’s dependency ...