中文摘要：
英伟达首席执行官黄仁勋表示，由于中国更低的能源成本和更宽松的监管政策，中国将在人工智能竞赛中超越美国。黄仁勋强调，美国在人工智能发展上面临的最大挑战是“怀疑主义”，他认为西方国家，包括美国和英国，正被这些负面情绪所拖慢。他还特别提到，美国各州的新规定可能导致“50项新的监管”，这使得美国企业的运营更加复杂，而中国通过为数据中心提供能源补贴，降低了本土科技公司的运营成本。黄仁勋的言论表明，尽管美国对中国的技术进展有所担忧，但中国的政策灵活性和能源补贴使其在人工智能领域取得了相对优势。
全文（中英对照）:
Nvidia’s Jensen Huang says China ‘will win’ AI race with US
英伟达首席执行官黄仁勋表示，中国“将在人工智能竞赛中胜过”美国
Nvidia CEO Jensen Huang has warned that China will win the artificial intelligence race, thanks to lower energy costs and looser regulations.
英伟达首席执行官黄仁勋警告称，由于更低的能源成本和更宽松的监管政策，中国将在人工智能竞赛中超越美国。
In the starkest comments yet from the head of the world’s most valuable company, Huang told the FT: “China is going to win the AI race.”
在来自全球最有价值公司的首席执行官黄仁勋最为直接的评论中，他告诉《金融时报》：“中国将赢得人工智能竞赛。”
Huang’s remarks come after the Trump administration maintained a ban on California-based Nvidia selling its most advanced chips to Beijing following a meeting between US President Donald Trump and Chinese leader Xi Jinping last week.
在特朗普政府维持对加利福尼亚州英伟达公司出售其最先进芯片给北京的禁令之后，黄仁勋发表了这些言论。此前，美国总统特朗普与中国领导人习近平举行了会晤。
The Nvidia chief said that the west, including the US and UK, was being held back by “cynicism”.
黄仁勋表示，西方国家，包括美国和英国，正被“怀疑主义”所拖慢。
“We need more optimism,” Huang said on Wednesday on the sidelines of the Financial Times’ Future of AI Summit.
黄仁勋在《金融时报》“人工智能未来峰会”期间表示：“我们需要更多的乐观。”
Huang singled out new rules on AI by US states that could result in “50 new regulations”.
黄仁勋特别指出，美国各州的新人工智能规则可能导致“50项新的监管”。
He contrasted that approach with Chinese energy subsidies that made it more affordable for local tech companies to run Chinese alternatives to Nvidia’s AI chips. “Power is free,” he said.
他将这种做法与中国提供的能源补贴进行了对比，认为这些补贴使得本土科技公司运行中国版的英伟达AI芯片变得更加负担得起。“电力是免费的，”他说。
The FT reported this week that China has boosted energy subsidies for several large data centres run by Chinese tech giants including ByteDance, Alibaba and Tencent.
《金融时报》本周报道，中国已为几家大型数据中心提供了更多能源补贴，这些数据中心由包括字节跳动、阿里巴巴和腾讯在内的中国科技巨头运营。
Local governments have beefed up power incentives after Chinese tech groups complained to regulators about the increased costs of using domestic semiconductors from companies such as Huawei and Cambricon, people familiar with the matter said.
知情人士表示，地方政府在中国科技公司向监管机构抱怨使用华为和寒武纪等国内半导体带来的成本增加后，已加强了能源激励措施。
Most such systems are less energy-efficient than those made by Nvidia.
大多数此类系统的能效低于英伟达生产的系统。
Huang has previously warned that the latest American AI models were not far ahead of their Chinese rivals, urging the US government to open up the market to its chips to keep the rest of the world dependent on its technology.
黄仁勋此前警告称，最新的美国人工智能模型与中国竞争对手的差距并不大，他敦促美国政府开放市场，允许销售其芯片，以保持全球其他地区对美国技术的依赖。
But following his meeting with Xi, Trump said last week that he did not want to let China use Nvidia’s cutting-edge Blackwell chips. “The most advanced, we will not let anybody have them other than the United States,” Trump told CBS.
但在与习近平的会晤后，特朗普上周表示，他不希望让中国使用英伟达的先进Blackwell芯片。“最先进的技术，除了美国，我们不让任何人拥有，”特朗普在接受CBS采访时表示。
Nvidia held a developer conference in Washington DC last week, underscoring the chipmaker’s efforts to win allies in government.
英伟达上周在华盛顿举行了开发者大会，强调该芯片制造商争取政府盟友的努力。
The group’s market capitalisation hit $5tn for the first time last week, propelled by Trump’s comments that he planned to discuss Blackwell with Xi in South Korea.
该集团的市值上周首次突破5万亿美元，受到特朗普关于他计划与习近平在韩国讨论Blackwell芯片的言论的推动。
But their talk did not ultimately cover the topic, the US president later told reporters.
但特朗普后来告诉记者，他们的谈话最终并未涉及该话题。
Trump had previously suggested Nvidia would regain access to China for a modified version of its latest processors.
特朗普此前曾表示，英伟达将因其最新处理器的修改版本重新获得进入中国的机会。
“It’s possible I’d make a deal” on a version of Blackwell that was “enhanced in a negative way”, the US president said in August.
美国总统在8月表示：“我可能会达成协议，关于一个‘在负面方式上增强’的Blackwell版本。”
His comments came after Nvidia and AMD agreed to pay the US government 15% of Chinese revenues from sales of existing AI processors tailored for the market.
他的言论是在英伟达和AMD同意向美国政府支付来自中国市场销售现有AI处理器的15%收入后发表的。
The US has not yet adopted the regulations needed to allow such sales.
美国尚未通过允许此类销售所需的监管措施。
US concern over Chinese progress in AI has been building all year since DeepSeek, a small Chinese AI lab, stunned the world with the sophistication of its large language model.
自中国小型AI实验室DeepSeek凭借其大型语言模型的复杂性震惊世界以来，美国对中国在人工智能领域进展的担忧已经逐渐加剧。
The release of the DeepSeek model in January sparked a frenzied debate in Silicon Valley about whether better resourced US AI companies, including OpenAI and Anthropic, could defend their technical edge.
DeepSeek模型的发布引发了硅谷的激烈辩论，关于资源更丰富的美国人工智能公司（包括OpenAI和Anthropic）能否保卫其技术优势。