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黄仁勋:H20正加速生产 低估华为和中国制造的人都极其天真

Core Insights - Huang Renxun, founder and CEO of Nvidia, discussed the company's response to the Chinese market and the H20 orders during an interview at the Chain Expo [2] - Nvidia's supply chain for AI supercomputers takes approximately nine months from order to delivery, and the company aims to accelerate this process in the coming months [3] - Huang praised Chinese companies like Huawei for their technological advancements, emphasizing that underestimating Huawei's capabilities is naive [3][4] - Despite Huawei's rapid progress, there remains a gap in ecosystem and customer base compared to Nvidia, which has been in the field for 30 years [3][4] - Huang highlighted the importance of adapting to global trade and tax conditions, asserting that Nvidia is a highly adaptable company [4] - Nvidia recently surpassed a market capitalization of $4 trillion, with Huang reflecting on his unique experience of leading both the lowest and highest valued tech companies [4] - Nvidia is positioned as a key provider of AI computing infrastructure, claiming to have reinvented computing and created a new industry essential for society [4]