黄仁勋：英伟达在华市占率从95%暴跌至50%

Group 1 - Nvidia's CEO Jensen Huang stated that the company's market share in China has dropped from 95% four years ago to 50% currently, with local technologies filling the gap [1] - Huang projected that the AI market in China will reach $50 billion by 2026, indicating significant future opportunities for Nvidia in the region [1] - Nvidia's revenue from China reached $17.108 billion in the fiscal year ending January 2024, marking a 66% increase from $10.306 billion the previous year [4] Group 2 - The Trump administration's ban on Nvidia selling H20 chips to China resulted in a $5.5 billion asset write-down for the company [3] - Analysts estimate that Nvidia could face a revenue loss of $14 billion to $18 billion this year due to ongoing restrictions [3] - Huang criticized the Biden administration's new AI chip diffusion control regulations, arguing that they hinder technological advancement [3]