{"id":164015,"date":"2026-01-21T13:22:23","date_gmt":"2026-01-21T06:22:23","guid":{"rendered":"https:\/\/phongvu.vn\/cong-nghe\/?p=164015"},"modified":"2026-01-21T13:22:25","modified_gmt":"2026-01-21T06:22:25","slug":"ceo-jensen-huang-cua-nvidia-se-tham-trung-quoc","status":"publish","type":"post","link":"https:\/\/phongvu.vn\/cong-nghe\/ceo-jensen-huang-cua-nvidia-se-tham-trung-quoc\/","title":{"rendered":"CEO Jensen Huang c\u1ee7a Nvidia s\u1ebd th\u0103m Trung Qu\u1ed1c trong b\u1ed1i c\u1ea3nh bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng chip H200"},"content":{"rendered":"\n

PV Tech News \u2013 CEO Nvidia Jensen Huang d\u1ef1 ki\u1ebfn th\u0103m Trung Qu\u1ed1c v\u00e0o cu\u1ed1i th\u00e1ng 1 nh\u1eb1m c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf t\u1ea1i th\u1ecb tr\u01b0\u1eddng t\u1ef7 d\u00e2n, trong b\u1ed1i c\u1ea3nh B\u1eafc Kinh th\u1eaft ch\u1eb7t ki\u1ec3m so\u00e1t v\u00e0 y\u00eau c\u1ea7u c\u00e1c doanh nghi\u1ec7p n\u1ed9i \u0111\u1ecba h\u1ea1n ch\u1ebf mua chip AI H200 d\u00f9 M\u1ef9 \u0111\u00e3 n\u1edbi l\u1ecfng xu\u1ea5t kh\u1ea9u.<\/strong><\/p>\n\n\n\n

Theo Bloomberg, CEO Jensen Huang d\u1ef1 ki\u1ebfn s\u1ebd c\u00f3 m\u1eb7t t\u1ea1i Trung Qu\u1ed1c v\u00e0o cu\u1ed1i th\u00e1ng 1. M\u1ee5c ti\u00eau ch\u00ednh th\u1ee9c c\u1ee7a chuy\u1ebfn \u0111i l\u00e0 tham d\u1ef1 c\u00e1c bu\u1ed5i ti\u1ec7c t\u1ea5t ni\u00ean c\u1ee7a c\u00f4ng ty tr\u01b0\u1edbc k\u1ef3 ngh\u1ec9 T\u1ebft Nguy\u00ean \u0111\u00e1n. Tuy nhi\u00ean, gi\u1edbi quan s\u00e1t nh\u1eadn \u0111\u1ecbnh \u0111\u00e2y c\u00f2n l\u00e0 \u0111\u1ed9ng th\u00e1i tr\u1ef1c ti\u1ebfp c\u1ee7a \u00f4ng Huang nh\u1eb1m xoa d\u1ecbu c\u00e1c \u0111\u1ed1i t\u00e1c v\u00e0 kh\u00e1ch h\u00e0ng l\u1edbn t\u1ea1i th\u1ecb tr\u01b0\u1eddng t\u1ef7 d\u00e2n \u2013 n\u01a1i \u0111ang \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t nh\u01b0ng c\u0169ng \u0111\u1ea7y r\u1ee7i ro \u0111\u1ed1i v\u1edbi Nvidia.<\/p>\n\n\n\n

\"H200:
H200: Chip \u0111\u01b0\u1ee3c M\u1ef9 c\u1ea5p ph\u00e9p nh\u01b0ng b\u1ecb Trung Qu\u1ed1c t\u1eeb ch\u1ed1i (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Trong b\u1ed1i c\u1ea3nh doanh thu c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c b\u1ecb \u0111e d\u1ecda b\u1edfi c\u00e1c l\u1ec7nh h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u t\u1eeb M\u1ef9, s\u1ef1 xu\u1ea5t hi\u1ec7n c\u1ee7a CEO t\u1ea1i nh\u1eefng trung t\u00e2m c\u00f4ng ngh\u1ec7 nh\u01b0 Th\u00e2m Quy\u1ebfn hay Th\u01b0\u1ee3ng H\u1ea3i mang \u00fd ngh\u0129a nh\u01b0 m\u1ed9t th\u00f4ng \u0111i\u1ec7p cam k\u1ebft: Nvidia v\u1eabn mu\u1ed1n duy tr\u00ec s\u1ef1 hi\u1ec7n di\u1ec7n v\u00e0 kh\u00f4ng d\u1ec5 d\u00e0ng r\u00fat lui kh\u1ecfi th\u1ecb tr\u01b0\u1eddng n\u00e0y.<\/p>\n\n\n\n

Tuy nhi\u00ean, c\u1ee5c di\u1ec7n hi\u1ec7n t\u1ea1i \u0111\u00e3 kh\u00e1c xa so v\u1edbi v\u00e0i n\u0103m tr\u01b0\u1edbc. N\u1ebfu t\u1eebng \u0111\u01b0\u1ee3c xem l\u00e0 \u201c\u00f4ng vua kh\u00f4ng th\u1ec3 thay th\u1ebf\u201d trong c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI t\u1ea1i Trung Qu\u1ed1c, Nvidia gi\u1edd \u0111\u00e2y \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t th\u1ef1c t\u1ebf kh\u1eafc nghi\u1ec7t h\u01a1n: chip H200 \u2013 s\u1ea3n ph\u1ea9m \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng gi\u00fap h\u00e3ng gi\u1eef th\u1ecb ph\u1ea7n l\u1ea1i \u0111ang b\u1ecb ch\u00ednh kh\u00e1ch h\u00e0ng Trung Qu\u1ed1c \u201cng\u00f3 l\u01a1\u201d.<\/p>\n\n\n\n

C\u00e2u chuy\u1ec7n H200 l\u00e0 minh ch\u1ee9ng r\u00f5 n\u00e9t cho m\u1ee9c \u0111\u1ed9 k\u1ecbch t\u00ednh c\u1ee7a cu\u1ed9c c\u1ea1nh tranh c\u00f4ng ngh\u1ec7 M\u1ef9 \u2013 Trung. Sau m\u1ed9t th\u1eddi gian d\u00e0i b\u1ecb c\u1ea5m v\u1eadn c\u00e1c d\u00f2ng chip cao c\u1ea5p nh\u1ea5t nh\u01b0 H100 hay B200, Nvidia cu\u1ed1i c\u00f9ng c\u0169ng nh\u1eadn \u0111\u01b0\u1ee3c s\u1ef1 ph\u00ea duy\u1ec7t t\u1eeb Washington \u0111\u1ec3 b\u00e1n H200 v\u00e0o Trung Qu\u1ed1c. \u0110\u00e2y \u0111\u01b0\u1ee3c xem l\u00e0 b\u01b0\u1edbc m\u1edf \u0111\u01b0\u1eddng quan tr\u1ecdng \u0111\u1ec3 h\u00e3ng n\u00edu gi\u1eef th\u1ecb tr\u01b0\u1eddng trong giai \u0111o\u1ea1n AI<\/a> b\u00f9ng n\u1ed5.<\/p>\n\n\n\n

Tuy v\u1eady, d\u00f9 H200 l\u00e0 b\u1ed9 x\u1eed l\u00fd AI ti\u00ean ti\u1ebfn nh\u1ea5t m\u00e0 M\u1ef9 cho ph\u00e9p xu\u1ea5t kh\u1ea9u, chip v\u1eabn l\u00e0 m\u1ed9t phi\u00ean b\u1ea3n b\u1ecb gi\u1edbi h\u1ea1n hi\u1ec7u n\u0103ng so v\u1edbi b\u1ea3n qu\u1ed1c t\u1ebf nh\u1eb1m \u0111\u00e1p \u1ee9ng c\u00e1c quy \u0111\u1ecbnh an ninh c\u1ee7a M\u1ef9. Ch\u00ednh \u0111i\u1ec3m n\u00e0y khi\u1ebfn B\u1eafc Kinh nh\u00ecn vi\u1ec7c Washington \u201cb\u1eadt \u0111\u00e8n xanh\u201d cho H200 nh\u01b0 m\u1ed9t s\u1ef1 ban ph\u00e1t c\u00f4ng ngh\u1ec7 k\u00e9m h\u1ea5p d\u1eabn, th\u1eadm ch\u00ed b\u1ecb coi l\u00e0 \u201cl\u1ed7i th\u1eddi\u201d trong cu\u1ed9c \u0111ua AI d\u00e0i h\u1ea1n.<\/p>\n\n\n\n

T\u1eeb \u0111\u00f3, Trung Qu\u1ed1c \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 ph\u1ea3n \u1ee9ng b\u1eb1ng c\u00e1c ch\u1ec9 th\u1ecb ng\u1ea7m, khuy\u1ebfn kh\u00edch doanh nghi\u1ec7p c\u00f4ng ngh\u1ec7 n\u1ed9i \u0111\u1ecba h\u1ea1n ch\u1ebf mua H200. L\u00fd do kh\u00f4ng ch\u1ec9 n\u1eb1m \u1edf y\u1ebfu t\u1ed1 k\u1ef9 thu\u1eadt, m\u00e0 c\u00f2n g\u1eafn v\u1edbi l\u00f2ng t\u1ef1 t\u00f4n v\u00e0 chi\u1ebfn l\u01b0\u1ee3c qu\u1ed1c gia. B\u1eafc Kinh lo ng\u1ea1i r\u1eb1ng vi\u1ec7c ti\u1ebfp t\u1ee5c ph\u1ee5 thu\u1ed9c v\u00e0o ngu\u1ed3n chip \u201ch\u1ea1ng hai\u201d t\u1eeb M\u1ef9 s\u1ebd tr\u1edf th\u00e0nh r\u1ee7i ro an ninh v\u00e0 l\u00e0m ch\u1eadm ti\u1ebfn tr\u00ecnh x\u00e2y d\u1ef1ng h\u1ec7 sinh th\u00e1i AI t\u1ef1 ch\u1ee7.<\/p>\n\n\n\n

\"S\u1ef1
S\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a Huawei v\u00e0 chi\u1ebfn l\u01b0\u1ee3c “T\u1ef1 ch\u1ee7 c\u00f4ng ngh\u1ec7” (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Trong khi Nvidia v\u1eabn loay hoay v\u1edbi gi\u1ea5y ph\u00e9p xu\u1ea5t kh\u1ea9u v\u00e0 c\u00e1c gi\u1edbi h\u1ea1n c\u00f4ng ngh\u1ec7, c\u00e1c \u0111\u1ed1i th\u1ee7 n\u1ed9i \u0111\u1ecba t\u1ea1i Trung Qu\u1ed1c \u2013 \u0111\u1eb7c bi\u1ec7t l\u00e0 Huawei l\u1ea1i t\u1eadn d\u1ee5ng tri\u1ec7t \u0111\u1ec3 th\u1eddi c\u01a1 n\u00e0y \u0111\u1ec3 t\u0103ng t\u1ed1c. B\u1eafc Kinh \u0111\u00e3 \u0111\u1ecbnh v\u1ecb Huawei nh\u01b0 m\u1ed9t \u0111\u1ed1i tr\u1ecdng chi\u1ebfn l\u01b0\u1ee3c v\u1edbi Nvidia trong l\u0129nh v\u1ef1c chip AI. C\u00e1c d\u00f2ng chip Ascend c\u0169ng \u0111ang d\u1ea7n ch\u1ee9ng minh kh\u1ea3 n\u0103ng thay th\u1ebf trong nhi\u1ec1u t\u00e1c v\u1ee5 hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn (LLM), t\u1ea1o \u00e1p l\u1ef1c ng\u00e0y c\u00e0ng r\u00f5 r\u1ec7t l\u00ean th\u1ecb ph\u1ea7n c\u1ee7a Nvidia.<\/p>\n\n\n\n

Do \u0111\u00f3, th\u1ef1c t\u1ebf, n\u0103m 2025 v\u1eeba qua \u0111\u01b0\u1ee3c xem l\u00e0 giai \u0111o\u1ea1n bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh khi cu\u1ed9c chi\u1ebfn th\u01b0\u01a1ng m\u1ea1i leo thang l\u00ean m\u1ee9c c\u0103ng th\u1eb3ng m\u1edbi. Nvidia t\u1eebng ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh d\u1ef1 b\u00e1o kinh doanh, th\u1eadm ch\u00ed lo\u1ea1i Trung Qu\u1ed1c kh\u1ecfi c\u00e1c m\u1ee5c ti\u00eau t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n do c\u00e1c r\u00e0o c\u1ea3n t\u1eeb Washington. D\u00f9 \u0111\u1ebfn cu\u1ed1i n\u0103m 2025, m\u1ed9t s\u1ed1 h\u1ea1n ch\u1ebf \u0111\u00e3 \u0111\u01b0\u1ee3c n\u1edbi l\u1ecfng ph\u1ea7n n\u00e0o, nh\u01b0ng ni\u1ec1m tin gi\u1eefa c\u00e1c b\u00ean \u0111\u00e3 r\u1ea1n n\u1ee9t v\u00e0 m\u00f4i tr\u01b0\u1eddng c\u1ea1nh tranh t\u1ea1i Trung Qu\u1ed1c c\u0169ng kh\u00f4ng c\u00f2n nh\u01b0 tr\u01b0\u1edbc.<\/p>\n\n\n\n

\"Chuy\u1ebfn
Chuy\u1ebfn th\u0103m c\u1ee7a Jensen Huang c\u00f3 th\u1ec3 gi\u00fap NVIDIA t\u00ecm th\u00eam c\u01a1 h\u1ed9i th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c (Ngu\u1ed3n: Internet)<\/figcaption><\/figure>\n\n\n\n

Ch\u00ednh v\u00ec v\u1eady, chuy\u1ebfn th\u0103m c\u1ee7a \u00f4ng Jensen Huang v\u00e0o cu\u1ed1i th\u00e1ng 1 \u0111\u01b0\u1ee3c xem l\u00e0 m\u1ed9t d\u1ea1ng \u201cngo\u1ea1i giao doanh nghi\u1ec7p\u201d, v\u1edbi nhi\u1ec1u m\u1ee5c ti\u00eau song song g\u1ed3m:<\/p>\n\n\n\n