如何看待黄仁勋改口说，英伟达AI技术比华为领先一代？

Core Viewpoint - The ongoing discourse between NVIDIA's CEO Jensen Huang and Huawei's CEO Ren Zhengfei highlights the competitive landscape of AI chip technology, with Huang asserting that NVIDIA's technology is a generation ahead of Huawei's, while acknowledging that Huawei's AI capabilities are sufficient for the Chinese market [2][3][12]. Group 1: NVIDIA's Position and Market Dynamics - Huang emphasizes that NVIDIA's technology is superior to Huawei's by about 12 months, indicating a significant lead in AI computing capabilities [2][3]. - Due to U.S. export control policies, NVIDIA has excluded revenue from the Chinese market in its financial forecasts, reflecting a strategic shift in response to regulatory challenges [3][12]. - NVIDIA's stock has seen limited growth, with a year-to-date increase of only 2.65%, and its market capitalization currently stands at $3.46 trillion [5]. Group 2: Financial Performance and Challenges - NVIDIA reported a revenue of $44.1 billion for Q1 of fiscal year 2026, marking a 12% quarter-over-quarter increase and a 69% year-over-year increase, with a net profit of $18.775 billion [8][10]. - The data center business has become NVIDIA's core growth engine, surpassing competitors like AMD and Intel in revenue [10]. - The U.S. government's export restrictions have led to significant financial losses for NVIDIA, with an estimated total loss of $15 billion in the first half of the year due to the inability to sell H20 products in China [11][12]. Group 3: Competitive Landscape and Future Outlook - Huang acknowledges that while NVIDIA faces challenges in the Chinese market, the company is transitioning towards becoming a comprehensive AI infrastructure provider, integrating various technologies beyond just GPU chips [12][18]. - The concept of "Sovereign AI" has been introduced by Huang, advocating for countries to develop independent AI ecosystems, which may impact NVIDIA's global sales strategy [18][20]. - Analysts predict that the Chinese AI market could grow to $50 billion in the next 2-3 years, but NVIDIA's market share is expected to decline significantly due to U.S. restrictions [11][12].