Nvidia chief executive Jensen Huang cautioned that China can construct AI data centers and even hospitals far faster than the United States, citing the country's expansive energy resources and swift construction capabilities. At the same time, a report from OpenRouter and Andreessen Horowitz shows Chinese open‑source large language models now account for roughly 30% of global AI token usage, up from just over 1% a year earlier. While Huang affirmed Nvidia’s chip technology remains ahead of China, the rapid growth of Chinese AI models and the nation’s infrastructure advantages highlight an intensifying competitive landscape.
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