Wall Street Breakfast

Nvidia CEO not so sure China wins AI race

Nov 6, 2025
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INSIGHT

China Comment, Then Clarification

  • Jensen Huang briefly said China will win the AI race but then clarified America remains nanoseconds ahead.
  • He urged the U.S. to race ahead and win developers worldwide to maintain its lead.
INSIGHT

Human-Level AI In Specific Domains

  • AI leaders said machines have reached human-level performance in specific domains and will expand capabilities progressively.
  • They agreed artificial general intelligence won't arrive as a single dramatic event but will grow across areas over time.
INSIGHT

Human Intellect Still Central

  • Fei-Fei Li emphasized that AI's effectiveness still depends on human intellect.
  • Researchers warned against expecting a single AGI event and urged cautious, agnostic claims about the future.
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