Nvidia(US:NVDA) Di Yi Cai Jing·2025-07-16 05:39Group 1 - The core viewpoint is that AI and software will drive factories in the next decade, creating new opportunities for China's supply chain ecosystem [1][3] - NVIDIA's CEO Jensen Huang highlighted the significance of China's supply chain, calling it a miracle and emphasizing the role of AI in transforming manufacturing processes [3][4] - NVIDIA has evolved from a gaming chip company to a provider of foundational infrastructure for AI, indicating a major shift in the industry [4] Group 2 - Huang noted that AI has enhanced computational capabilities by 100 times compared to previous architectures, significantly outpacing Moore's Law [3] - The company is focused on building a global AI ecosystem, with applications ranging from healthcare to transportation, showcasing the versatility of AI technology [3][4] - Over 1.5 million developers in China are currently utilizing NVIDIA's platform for AI development, indicating a robust ecosystem of innovation [3]