NVIDIA’s Jensen Huang: China Has Surpassed the Compute Threshold for Mythos-Level Models; Export Restrictions Could Accelerate Huawei’s Rise

ME News reports that on April 16 (UTC+8), DeepSeek is preparing to launch its V4 model on Huawei’s Ascend chips, with an expected release by late April, making it the first cutting-edge AI model not reliant on NVIDIA hardware. Major Chinese tech firms such as Alibaba, ByteDance, and Tencent are also heavily purchasing Huawei chips, causing prices to rise by approximately 20% within weeks. Export controls have backfired: restrictions have accelerated the rise of China’s domestic semiconductor industry and forced the Chinese AI ecosystem to optimize for local hardware. Jensen Huang believes this poses a real threat to the U.S.: “If future AI models perform best on someone else’s technology stack, that will be America’s nightmare.” China accounts for about 40% of the global tech industry; abandoning this market would undermine America’s long-term competitiveness in semiconductors. He clearly distinguishes between two parallel goals: maintaining domestic computing leadership while competing globally. “We shouldn’t voluntarily give up markets. If we end up losing, so be it—but why surrender before the fight?” (Source: BlockBeats)