Jensen Huang, CEO of NVIDIA, outlines the three-layer architecture of AI—chips, models, and applications—while highlighting China’s rapid advancements in reasoning models like DeepSeek and its sophisticated manufacturing supply chain. China’s education system, which produces approximately 50% of the world's AI researchers, serves as a foundational driver for this dynamic ecosystem. Despite geopolitical shifts and potential tariffs under the Trump administration, NVIDIA remains committed to its 30-year history of partnership with Chinese tech giants like Alibaba and Tencent. Huang emphasizes that global interdependence in the supply chain necessitates corporate adaptability, suggesting that long-term success depends on creating impactful technology rather than navigating specific trade barriers. Reflecting on his own career, he encourages new graduates to enter the field, noting that it is never too late to innovate if one maintains a deep passion for computer science and physical sciences.
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