00:00There's one undeniable star at this year's Computex, NVIDIA CEO Jensen Huang. And he
00:05had a lot to say about China and U.S. export controls at a Q&A on the sidelines of the
00:11show here in Taipei. Now, while audio and video recording was not allowed inside during
00:16the press conference, he did address reporters outside the venue, and he was asked about
00:20his opinion on U.S. tariffs.
00:22What's your opinion?
00:24I don't have an opinion on that. I think there's a resetting of the trade around
00:35the world. And whenever it settles down, the industry will readjust. And so I have every
00:43confidence things will work out.
00:45He did have a lot of opinions about U.S. export controls and AI rules, however. On AI rules
00:51limiting the export of U.S. chips to many countries that were recently paused by U.S. President
00:55Donald Trump, he was very definitive. He says the policy was wrong. He says AI's spread
01:00around the world should be maximized, not minimized. And he thanked the U.S. president for pausing
01:05the rules, saying that Trump knows the race is on and that the U.S. should win it. On export
01:10controls, which Trump has continued to enforce, he was also critical, but did not criticize
01:14the president directly. He says the rules caused NVIDIA to lose billions of U.S. dollars.
01:20And he was very adamant that China was an important market. He says 50 percent of AI researchers
01:24come from China, and that the AI market is worth 50 billion dollars. And it would be a
01:29shame to lose those dollars to companies like Huawei, which he called one of the most formidable
01:34in the world.
01:35And when asked about a previously unconfirmed Shanghai R&D center, he downplayed it, saying
01:39that they are just leasing a bigger building there. And that's similar to what he had to
01:43say about NVIDIA's newly announced expanded Taipei office known as Constellation. When asked
01:49if the new office sent a message to the world about Taiwan, he joked that he just needed
01:53more chairs. But he did say that stability in the region was important.
01:57Huang also said, the AI industry needs government support to build more energy infrastructure
02:02of all kinds, including nuclear. He did not name Taiwan specifically, but nuclear power
02:07is highly divisive here, with the country's last reactor being decommissioned just last week.
02:13So as NVIDIA continues to promote the expansion of AI infrastructure across the world, it's
02:17clear that Mr. Huang wants to leave everywhere open for business.
02:21John Su, Klein Wang and Chris Gorin in Taipei for Taiwan Plus.
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