Nvidia(US:NVDA) Sou Hu Cai Jing·2025-07-17 04:52Group 1 - Huang Renxun's visit to China resulted in the significant news that the H20 chip has been approved to continue supplying to China, which is a positive development for Nvidia [2] - Huang emphasized the importance of the Chinese market and praised China's software capabilities, particularly in AI, noting that nearly half of the world's AI research talent is in China [4] - He specifically highlighted 11 Chinese tech companies, including Xiaomi, Huawei, ByteDance, Tencent, Alibaba, DeepSeek, and Baidu, acknowledging their contributions to the industry [4] Group 2 - The lifting of the H20 supply ban comes shortly after the US-China tariff war, raising questions about the motivations behind this decision, especially given that Nvidia's AI chips were previously used as a tool against China [6] - The US has expressed concerns that Huawei has developed competitive alternative chips, indicating a fear of losing market dominance in the semiconductor sector [6] - Nvidia's reluctance to abandon the Chinese market stems from the potential risk of losing insight into the development of domestic AI chips, which could threaten its position in the AI chip market [8] Group 3 - Huang's statements about China's innovation and self-research capabilities should not be taken at face value, as they are likely driven by Nvidia's desire to sell more chips [10] - The perception of Huang's praise for Chinese companies may be viewed with skepticism, as it is essential to focus on business interests rather than emotional appeals [10]