Slot! Lao Huang became impatient on the podcast! Blaming the US for restricting chips is a 'loser mentality'! Nvidia CEO reveals that China has 50% of AI geniuses and endless electricity, forcing them to use Huawei, and the United States will completely run out! Huang Renxun defined the US export control of AI chips to China as a "policy mistake" in the Dwarkesh podcast. Physical sanctions failed to interrupt the local research and development cycle. Huang Renxun cited data in the conversation, stating that China accounts for 60% of the world's mainstream chip manufacturing capacity and has 50% of the world's artificial intelligence researchers. There are a large number of computing power infrastructure and idle data centers within China, coupled with sufficient electricity, enabling large-scale parallel computing by stacking existing chips. receive Due to the impact of supply chain restructuring, Chinese domestic hardware manufacturer Huawei achieved its highest revenue record since its establishment in 2025.