“中国供应链是奇迹”！黄仁勋穿唐装、首次中文演讲，点赞11家中国企业！

Group 1 - The core message of Huang Renxun's speech emphasizes the importance of the Chinese market and the contributions of Chinese companies to AI development [3][4][5] - Huang Renxun highlighted NVIDIA's historical milestones, including the introduction of the first programmable GPU in 1999 and the launch of the world's first AI supercomputer in 2016, showcasing NVIDIA's evolution and its role in the AI ecosystem [3][4] - The speech acknowledged the significant impact of AI across various industries, with specific mentions of Chinese companies like Tencent, Alibaba, and ByteDance, which are driving innovation and global AI development [4][5] Group 2 - NVIDIA's stock price reached a historic high following the approval to sell the H20 chip in China, with a market capitalization exceeding $4.1 trillion, significantly outpacing other tech giants [7] - The approval to resume sales of the H20 chip, which previously accounted for 80% of NVIDIA's revenue in China, is seen as a crucial development after a prior ban that resulted in a $5.5 billion loss for the company [7] - Huang Renxun expressed optimism about the future of AI, predicting advancements in robotics and the integration of AI into various sectors, which could create new growth opportunities for the Chinese supply chain [4][6]