【环球热评局——链博系列之二】链博会聚光灯下，从库克到黄仁勋的接力

Group 1 - Nvidia's market capitalization surpassed $4 trillion for the first time on July 9, 2023, highlighting its significant growth in the AI infrastructure sector [2] - CEO Jensen Huang's frequent appearances at major technology conferences indicate Nvidia's strategic positioning as a key player in the AI era, moving beyond its traditional chip manufacturing identity [2][3] - Huang emphasized the explosive growth potential of the AI industry, comparing it to the evolution of the chip industry from $300 million in 1993 to a trillion-dollar data center market [2] Group 2 - China is recognized as the second-largest data center market globally, contributing 75% of global consumer electronics manufacturing and 40% of AI paper production [3][4] - Huang stated that losing access to the Chinese market would be detrimental, as there is no alternative to China's unique position in the global tech landscape [4] - Nvidia's collaborations with leading Chinese companies in the automotive sector, such as BYD and Xpeng Motors, showcase its commitment to integrating Chinese innovation into global technology standards [4]