Sou Hu Cai Jing·2025-07-14 17:00Group 1 - NVIDIA CEO Jensen Huang has visited China twice this year, with the latest visit occurring shortly after the U.S. announced restrictions on H20 chip exports to China [1] - Huang's upcoming visit on July 16 aims to strengthen NVIDIA's strategic positioning in the Chinese market, coinciding with the launch of the China-specific Blackwell AI chip RTX Pro 6000 in September [3] - The new chip, while lower in performance due to compliance with U.S. export regulations, is expected to be a key procurement option for major domestic companies due to its compatibility with NVIDIA's CUDA ecosystem [3] Group 2 - A recent photo of Huang and Xiaomi's Lei Jun has sparked speculation about potential new collaborations between NVIDIA and Xiaomi, although the photo was taken during a previous visit [5] - The meeting may be linked to Xiaomi's YU7 series, which is set to utilize NVIDIA's Thor chip, indicating a deeper engagement between the two companies [7] - Xiaomi is heavily investing in AI models and is building a GPU cluster of over 10,000 high-performance GPUs to support the training and inference of large models, highlighting the urgency of the collaboration [7] Group 3 - Xiaomi's approach to AI model development is unique, combining self-research and partnerships, unlike other tech giants that either fully self-develop or rely on third-party APIs [9] - The company has made significant progress with its open-source inference model Xiaomi MiMo, which outperformed competitors in specific tasks, showcasing its innovative capabilities [9] - Xiaomi's strategy focuses on core business areas such as smart devices and automotive technology, aiming to efficiently utilize resources and reduce computational demands [11] Group 4 - Xiaomi plans to complete its GPU cluster by 2025-2026, with a goal of covering 80% of its devices with edge models and achieving L4 autonomous driving by 2027-2028 [13] - The company aims to create an integrated "end-edge-cloud" architecture by 2030, positioning itself competitively against other AI ecosystems [13] - Xiaomi's strategy emphasizes developing models that are best suited for its business needs rather than the most powerful models available, indicating a focused approach in the AI landscape [13]