American logistic expert report from China video: Nvidia is in big trouble, as Huawei rolls out 5G and AI across the world. 美國物流專家在中國報導視訊有中文字幕: 隨著華為在全球範圍內鋪開5G和人工智慧佈局，輝達正陷入重大困境.

https://rumble.com/v73nxb2-nvidia-is-in-big-trouble-as-huawei-rolls-out-5g-and-ai-across-the-world.html
https://www.tiktok.com/t/ZP8yVwWWG/

Nvidia faces severe challenges, as China’s monopolies on gallium allow its telecom providers to build low-cost 5G telecom across the world.

That leads to global adoption of Chinese standards and equipment for Artificial Intelligence.

To survive, Nvidia needs to keep lower-cost AI chips out of the US market. Nvidia is also desperate to sell billions of dollars’ worth of its own AI chips in the Chinese market, the world’s largest.

But even in the US and Europe, Nvidia desperately needs power prices to fall, as new data center construction faces soaring public opposition.

中國對鎵元素的掌控使其電信供應商能夠在全球建設低成本的5G網絡，這導致全球人工智慧領域逐漸採用中國技術標準與設備。

為求生存，輝達必須阻擋低成本人工智慧晶片進入美國市場，同時迫切希望在全球最大的中國市場銷售價值數十億美元的自研AI晶片。但即便在歐美市場，由於新建資料中心面臨日益高漲的民意反對聲浪，輝達也亟需能源價格下降才能破局。