Why Nvidia is desperate to get back to China

Video: Why Nvidia is desperate to get back to China 為何英偉達渴望重返中國

The Artificial Intelligence industry in the United States faces a perfect storm of bad news. Companies that have deployed AI in their operations report seeing no return on their investment, and deep resistance from employees and customers.

Nearly half of business users are abandoning their AI projects.

Cash flow at hyperscalers like Facebook and Amazon has turned negative, and most AI users don't pay for using it.

Households are seeing double-digit cost increases in electricity bills to power the AI data centers.

Nvidia has benefited more than any other company, in building the GPU's that power AI. But while the industry in the US is hitting strong resistance to further growth, it is the opposite story in China.

Application of AI is booming across all industry and service sectors, and the government is urging adoption in all segments of its economy. Low-cost electricity, the world's largest pools of user data, and half the world's top AI scientists and patents are driving the industry forward at over 50% per year.

美國人工智慧產業正面臨一系列壞消息。已在營運中部署人工智慧的公司報告稱，他們的投資沒有回報，而且遭到員工和客戶的強烈抵制。

近一半的企業用戶正在放棄他們的人工智慧專案。

像Facebook和亞馬遜這樣的超大規模企業的現金流已轉為負值，而且大多數人工智慧用戶並未為其使用付費。

家庭用戶為人工智慧資料中心供電的電費正以兩位數的速度成長。

在建構驅動人工智慧的GPU方面，英偉達比其他任何公司都獲益更多。然而，儘管美國人工智慧產業的進一步成長面臨強大阻力，但在中國卻截然相反。

人工智慧的應用正在所有產業和服務業蓬勃發展，政府也敦促其在經濟的各個領域都採用人工智慧。低成本的電力、全球最大的用戶資料庫以及全球一半的頂尖人工智慧科學家和專利，正推動該產業以每年超過50%的速度向前發展.