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Why Jenson Huang is right about U.S.-China race for AI

The "self-reliance" strategy is right for China.

I was invited to attend CNBC’s East Tech West conference in Bangkok, Thailand on June 27 and I sat down with CNBC anchor Jon Fortt to discuss the growing U.S.-China tensions in the tech space.

Jon asked me for comments on the rivalry between Nvidia and Huawei. I said Jensen Huang is right; someday Huawei will succeed and China will double down on its “self-reliance” investments for chip design because the U.S. export bans left China with no choice. Hope you find the interview useful.

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