{"id":14978,"date":"2026-05-15T13:40:54","date_gmt":"2026-05-15T06:40:54","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/15\/chien-luoc-cua-nvidia-tai-trung-quoc-va-su-vang-mat-cua-jensen-huang\/"},"modified":"2026-05-15T13:40:54","modified_gmt":"2026-05-15T06:40:54","slug":"chien-luoc-cua-nvidia-tai-trung-quoc-va-su-vang-mat-cua-jensen-huang","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/15\/chien-luoc-cua-nvidia-tai-trung-quoc-va-su-vang-mat-cua-jensen-huang\/","title":{"rendered":"Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c v\u00e0 s\u1ef1 v\u1eafng m\u1eb7t c\u1ee7a Jensen Huang"},"content":{"rendered":"
\n

Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd khi CEO Jensen Huang v\u1eafng m\u1eb7t trong ph\u00e1i \u0111o\u00e0n th\u00e1p t\u00f9ng T\u1ed5ng th\u1ed1ng Donald Trump t\u1edbi B\u1eafc Kinh. Trong khi h\u00e0ng lo\u1ea1t l\u00e3nh \u0111\u1ea1o t\u1eeb c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 v\u00e0 c\u00f4ng nghi\u1ec7p h\u00e0ng \u0111\u1ea7u Hoa K\u1ef3 nh\u01b0 Qualcomm, Tesla hay Apple c\u00f9ng tham gia chuy\u1ebfn \u0111i mang t\u00ednh ngo\u1ea1i giao cao \u0111\u1ed9 n\u00e0y, s\u1ef1 thi\u1ebfu v\u1eafng c\u1ee7a ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u \u0111\u1ebf ch\u1ebf chip AI \u0111\u1eb7t ra nhi\u1ec1u c\u00e2u h\u1ecfi v\u1ec1 t\u01b0\u01a1ng lai c\u1ee7a Nvidia t\u1ea1i th\u1ecb tr\u01b0\u1eddng t\u1ef7 d\u00e2n \u2013 n\u01a1i t\u1eebng \u0111\u00f3ng g\u00f3p \u00edt nh\u1ea5t m\u1ed9t ph\u1ea7n n\u0103m doanh thu trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a h\u00e3ng.<\/p>\n

\n \"Chi\u1ebfn
\u1ea2nh t\u1eeb ngu\u1ed3n: cnbc.com<\/em><\/figcaption><\/figure>\n

H\u1ec7 sinh th\u00e1i chip AI trong b\u00e0n c\u1edd \u0111\u1ecba ch\u00ednh tr\u1ecb<\/h2>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y m\u1ed9t ngh\u1ecbch l\u00fd l\u00e0 d\u00f9 Jensen Huang t\u1eebng b\u00e0y t\u1ecf vi\u1ec7c \u0111\u01b0\u1ee3c th\u00e1p t\u00f9ng T\u1ed5ng th\u1ed1ng t\u1edbi Trung Qu\u1ed1c s\u1ebd l\u00e0 m\u1ed9t ni\u1ec1m vinh d\u1ef1 l\u1edbn, \u00f4ng v\u1eabn kh\u00f4ng c\u00f3 t\u00ean trong danh s\u00e1ch ph\u00e1i \u0111o\u00e0n ch\u00ednh th\u1ee9c. S\u1ef1 vi\u1ec7c n\u00e0y ph\u1ea3n \u00e1nh s\u00e2u s\u1eafc b\u1ed1i c\u1ea3nh c\u00f4ng ngh\u1ec7 \u0111ang b\u1ecb chi ph\u1ed1i b\u1edfi nh\u1eefng r\u00e0ng bu\u1ed9c nghi\u00eam ng\u1eb7t v\u1ec1 xu\u1ea5t kh\u1ea9u t\u1eeb ph\u00eda M\u1ef9. Trong su\u1ed1t b\u1ed1n n\u0103m qua, c\u00e1c d\u00f2ng chip ti\u00ean ti\u1ebfn nh\u1ea5t ph\u1ee5c v\u1ee5 hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o c\u1ee7a Nvidia \u0111\u00e3 li\u00ean t\u1ee5c \u0111\u1ed1i m\u1eb7t v\u1edbi r\u00e0o c\u1ea3n ph\u00e1p l\u00fd, khi\u1ebfn vi\u1ec7c duy tr\u00ec v\u1ecb th\u1ebf t\u1ea1i th\u1ecb tr\u01b0\u1eddng \u0111\u1ea1i l\u1ee5c tr\u1edf n\u00ean nan gi\u1ea3i h\u01a1n bao gi\u1edd h\u1ebft.<\/p>\n

Nh\u00ecn s\u00e2u v\u00e0o b\u1ea3n ch\u1ea5t c\u1ee7a cu\u1ed9c ch\u01a1i c\u00f4ng ngh\u1ec7, vi\u1ec7c thi\u1ebfu v\u1eafng nh\u1eefng th\u1ea3o lu\u1eadn tr\u1ef1c ti\u1ebfp v\u1ec1 chip AI cao c\u1ea5p trong c\u00e1c chuy\u1ebfn c\u00f4ng du ngo\u1ea1i giao th\u01b0\u1eddng l\u00e0 t\u00edn hi\u1ec7u cho th\u1ea5y s\u1ef1 ph\u00e2n t\u00e1ch c\u00f4ng ngh\u1ec7 (tech decoupling) \u0111ang ng\u00e0y c\u00e0ng gia t\u0103ng. Gi\u1edbi chuy\u00ean gia nh\u1eadn \u0111\u1ecbnh r\u1eb1ng, ngay c\u1ea3 khi c\u00f3 s\u1ef1 hi\u1ec7n di\u1ec7n c\u1ee7a c\u00e1c nh\u00e0 l\u00e3nh \u0111\u1ea1o doanh nghi\u1ec7p, r\u1ea5t \u00edt kh\u1ea3 n\u0103ng ch\u00ednh quy\u1ec1n Trump s\u1ebd th\u00f4ng qua vi\u1ec7c n\u1edbi l\u1ecfng xu\u1ea5t kh\u1ea9u c\u00e1c lo\u1ea1i chip th\u1ebf h\u1ec7 m\u1edbi nh\u1ea5t sang Trung Qu\u1ed1c, b\u1edfi \u0111\u00e2y \u0111\u00e3 tr\u1edf th\u00e0nh y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh v\u1ecb th\u1ebf c\u1ea1nh tranh \u0111\u1ecba ch\u00ednh tr\u1ecb gi\u1eefa hai c\u01b0\u1eddng qu\u1ed1c. Nh\u1eefng \u0111\u00e0m ph\u00e1n v\u1ec1 \u0111\u00e0m ph\u00e1n AI M\u1ef9 \u2013 Trung: Th\u1ebf th\u01b0\u1ee3ng phong t\u1eeb v\u1ecb th\u1ebf d\u1eabn \u0111\u1ea7u<\/a> cho th\u1ea5y t\u1ea7m quan tr\u1ecdng chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a lo\u1ea1i t\u00e0i s\u1ea3n v\u00f4 h\u00ecnh n\u00e0y trong h\u1ec7 sinh th\u00e1i s\u1ed1 to\u00e0n c\u1ea7u.<\/p>\n

Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c v\u00e0 th\u00e1ch th\u1ee9c ph\u1ee5c h\u1ed3i<\/h2>\n

M\u1eb7c d\u00f9 Jensen Huang \u0111\u00e3 th\u1ef1c hi\u1ec7n nhi\u1ec1u chuy\u1ebfn th\u0103m t\u1edbi Trung Qu\u1ed1c trong 18 th\u00e1ng qua nh\u1eb1m n\u1ed7 l\u1ef1c duy tr\u00ec m\u1ed1i quan h\u1ec7 \u0111\u1ed1i t\u00e1c, song s\u1ef1 v\u1eafng m\u1eb7t l\u1ea7n n\u00e0y l\u00e0 minh ch\u1ee9ng r\u00f5 r\u00e0ng nh\u1ea5t cho th\u1ea5y doanh s\u1ed1 t\u1ea1i th\u1ecb tr\u01b0\u1eddng tr\u1ecdng \u0111i\u1ec3m n\u00e0y kh\u00f3 l\u00f2ng ph\u1ee5c h\u1ed3i trong ng\u1eafn h\u1ea1n. \u0110\u00e1ng ch\u00fa \u00fd, trong khi Nvidia \u0111\u1ee9ng ngo\u00e0i, c\u00e1c doanh nghi\u1ec7p kh\u00e1c nh\u01b0 Boeing l\u1ea1i k\u1ef3 v\u1ecdng v\u00e0o nh\u1eefng \u0111\u01a1n h\u00e0ng l\u1edbn, t\u1ea1o n\u00ean b\u1ee9c tranh \u0111a s\u1eafc th\u00e1i trong m\u1ed1i quan h\u1ec7 th\u01b0\u01a1ng m\u1ea1i song ph\u01b0\u01a1ng. Khi \u0111\u1eb7t trong b\u1ed1i c\u1ea3nh c\u00e1c n\u1ed7 l\u1ef1c \u0111\u00e0m ph\u00e1n th\u01b0\u01a1ng m\u1ea1i M\u1ef9 Trung v\u00e0 k\u1ef3 v\u1ecdng v\u1ec1 m\u1ed9t th\u1ecfa thu\u1eadn m\u1edbi<\/a>, ch\u00fang ta c\u00f3 th\u1ec3 th\u1ea5y r\u00f5 s\u1ef1 kh\u00e1c bi\u1ec7t gi\u1eefa c\u00e1c ng\u00e0nh h\u00e0ng s\u1ea3n xu\u1ea5t truy\u1ec1n th\u1ed1ng v\u00e0 c\u00e1c m\u1eb7t h\u00e0ng c\u00f4ng ngh\u1ec7 cao mang t\u00ednh nh\u1ea1y c\u1ea3m qu\u1ed1c gia.<\/p>\n

Vi\u1ec7c Nvidia ch\u01b0a \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t c\u00e1c phi\u00ean b\u1ea3n chip chuy\u00ean bi\u1ec7t cho th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c, nh\u01b0 \u0111\u00e3 th\u00f4ng b\u00e1o v\u00e0o th\u00e1ng Hai, l\u00e0 m\u1ed9t n\u00fat th\u1eaft quan tr\u1ecdng trong thu\u1eadt to\u00e1n kinh doanh c\u1ee7a h\u00e3ng. \u0110\u1ed1i v\u1edbi th\u1ecb tr\u01b0\u1eddng, s\u1ef1 ki\u1ec7n n\u00e0y kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t chuy\u1ebfn \u0111i, m\u00e0 l\u00e0 bi\u1ec3u hi\u1ec7n c\u1ee7a m\u1ed9t cu\u1ed9c t\u00e1i c\u1ea5u tr\u00fac chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u n\u01a1i c\u00f4ng ngh\u1ec7 tr\u1edf th\u00e0nh c\u00f4ng c\u1ee5 c\u1ee7a ch\u00ednh s\u00e1ch \u0111\u1ed1i ngo\u1ea1i. Khi Trung Qu\u1ed1c x\u00e1c \u0111\u1ecbnh c\u1ea1nh tranh c\u00f4ng ngh\u1ec7 l\u00e0 nh\u00e2n t\u1ed1 then ch\u1ed1t quy\u1ebft \u0111\u1ecbnh v\u1ecb th\u1ebf t\u01b0\u01a1ng lai, chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c bu\u1ed9c ph\u1ea3i \u0111i\u1ec1u ch\u1ec9nh \u0111\u1ec3 th\u00edch nghi v\u1edbi m\u1ed9t tr\u1eadt t\u1ef1 m\u1edbi, n\u01a1i c\u00e1c r\u00e0o c\u1ea3n k\u1ef9 thu\u1eadt \u0111\u00f4i khi c\u00f2n l\u1edbn h\u01a1n c\u1ea3 nh\u1eefng n\u1ed7 l\u1ef1c ngo\u1ea1i giao \u0111\u01a1n thu\u1ea7n.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: cnbc.com<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Nvidia t\u1ea1i Trung Qu\u1ed1c \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd khi CEO Jensen Huang v\u1eafng m\u1eb7t trong ph\u00e1i \u0111o\u00e0n th\u00e1p t\u00f9ng T\u1ed5ng th\u1ed1ng Donald Trump t\u1edbi B\u1eafc Kinh. Trong khi h\u00e0ng lo\u1ea1t l\u00e3nh \u0111\u1ea1o t\u1eeb c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 v\u00e0 c\u00f4ng nghi\u1ec7p h\u00e0ng \u0111\u1ea7u Hoa K\u1ef3 nh\u01b0 Qualcomm, Tesla hay […]<\/p>\n","protected":false},"author":1,"featured_media":14976,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[39],"tags":[],"class_list":["post-14978","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoang-my-va-pho-wall"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/14978","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=14978"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/14978\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/14976"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=14978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=14978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=14978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}