Nvidia(US:NVDA) Jin Shi Shu Ju·2025-07-16 08:14Group 1 - CEO Jensen Huang praised China's AI models as "world-class" and emphasized the importance of the Chinese market for NVIDIA, committing to continued investment in the region [1] - Huang highlighted that AI will revolutionize traditional manufacturing by enabling collaboration between humans and AI, leading to a new industrial revolution and growth opportunities [1] - NVIDIA is closely collaborating with Xiaomi in multiple fields, and Huang expressed strong interest in Xiaomi's electric vehicles, noting the impressive advancements in China's electric vehicle sector over the past five years [1] Group 2 - Huang stated that AI has become a new infrastructure, comparable to electricity and the internet, reshaping global supply chains and altering the design, production, and transportation of goods [2] - He acknowledged the rapid development of AI in China, specifically mentioning companies like Tencent, NetEase, and Alibaba, and noted that over 1.5 million developers in China are using NVIDIA technology to drive innovation [2] - Huang praised the open-source model adopted by Chinese companies, which fosters international cooperation and the establishment of AI safety standards, citing the Kimi K2 model as an example of surpassing OpenAI's ChatGPT [2] Group 3 - AI is transforming every industry and driving various sectors of Chinese consumer technology, including platforms like WeChat, Taobao, and Meituan, all of which rely on AI [3] - NVIDIA is preparing to resume shipments of the H20 chip to China, which had been halted due to U.S. export restrictions, significantly impacting NVIDIA's market share in China [3] - Following the announcement, NVIDIA's stock price rose by 4.04%, reaching $170.7, with a market capitalization increase of $161.8 billion (approximately 1160.5 billion RMB) [3]