Huang Renxun and Musk speak out: Optimistic about China’s large models and its leading trend is unstoppable
Recently, Nvidia CEO Jensen Huang and Tesla CEO Musk commented on China's large AI model in interviews on different occasions, and both spoke highly of China's AI strength. Jen-Hsun Huang: China's open source model is very good. It is neither wise nor feasible to impose restrictions. Jen-Hsun Huang recently accepted an interview with an American technology media at NVIDIA's new factory in Fort Worth, Texas. He said that China's open source model is very good. Wall Street underestimated the impact of DeepSeek, and now it underestimates Kimi again.
Recently, Nvidia CEO Jensen Huang and Tesla CEO Musk commented on China's large AI model in interviews on different occasions, and both spoke highly of China's AI strength. Huang Renxun: China’s open source model is very good Restrictions are unwise and unworkable Huang Renxun recently accepted an interview with an American technology media at Nvidia's new factory in Fort Worth, Texas. He said that China's open source model is very good. Wall Street underestimated the impact of DeepSeek, and now it underestimates Kimi again. Huang Renxun emphasized that excellent Chinese open source models have lowered the threshold for AI use, will expand the overall market size, and drive demand for chips and data centers. (Previous report: Huang Renxun supports Chinese AI models) Huang Renxun also said that China’s AI talent advantage is unshakable. He pointed out that China has the largest group of science and mathematics students in the world, so China's outstanding achievements in the field of artificial intelligence are inevitable results. It is neither wise nor feasible to try to block China's development through restrictive measures. Musk: China is expected to become an AI leader △Tesla CEO Musk (data map) In an interview with the media, Musk also mentioned the Kimi K3 model released by Dark Side of the Moon last week, thinking that its speed of progress is amazing. He said that the probability of Chinese AI companies becoming leaders at some point in the future is quite high. He opposed the U.S. proposal to ban companies from using Chinese AI models because "it is useless and will not prevent China from becoming the leader in AI." Musk believes that the essential constraints to the development of AI are electricity and AI chips, and China has significant advantages in both areas. In his view, China's power infrastructure reserves are sufficient, and the scale of power generation is expected to be about three times that of the United States. In addition, Musk revealed that China is "closer than most people think" to solving the problem of advanced photolithography technology. Once a breakthrough is made, it can mass-produce AI chips and fundamentally resolve the bottleneck. Jen-Hsun Huang: Robot’s “ChatGPT moment” has arrived It is worth noting that both Huang and Musk focused on robots in their interviews. Huang Renxun said that the real meaning of the "ChatGPT moment" is: for the first time, people see that AI can do surprising things. This and achieving "real practicality" are two stages. He believes that robots have surpassed the former, but it will take three to four years to become truly practical. Musk: AI intelligence will surpass humans within five years and robots will be widely used within ten years Musk said that within about five years, the overall intelligence level of AI may exceed the sum of all human intelligence; within ten years, robots will enter the workplace on a large scale, pushing society into an era of "amazing affluence", where the importance of currency will decline and human labor will become "optional."