Zheng Quan Shi Bao Wang·2025-07-17 10:12Core Insights - Nvidia's CEO Jensen Huang announced the re-approval of the H20 chip for sale, indicating a strong focus on restoring production capacity and optimism about the Chinese robotics industry [1][2] - The company is launching the RTX Pro, designed for digital factories, smart factories, and robotics, showcasing its commitment to the Chinese market [1][4] Group 1: H20 Chip and Supply Chain - The H20 chip's sales ban previously led Nvidia to estimate a cumulative loss of $13.5 billion in revenue over two quarters and a potential loss of up to $50 billion in the Chinese computing market [2] - Nvidia has resumed supply of the H20 chip specifically for China and is preparing to launch fully compatible GPU products [2] - Huang mentioned that while there are currently no new orders due to pending approvals, the company is ready to meet demand once the necessary permissions are granted [2][3] Group 2: Robotics and AI Development - The new RTX Pro product is based on the Blackwell architecture and is designed for digital twin applications, integrating graphics computing with AI capabilities [4] - Huang emphasized the importance of AI in enhancing automation levels, particularly in response to global labor shortages, and highlighted China's robust AI technology reserves and manufacturing capabilities [6][5] Group 3: Competitive Landscape and Collaboration - Nvidia's CUDA platform is seen as a significant competitive advantage in China, with Huang expressing openness to local companies developing CUDA-compatible products [7] - Huang acknowledged the strengths of Chinese competitors, particularly Huawei, in various technological fields, emphasizing the importance of respecting and learning from all competitors [7] - The company believes that the global distribution of AI talent, particularly in China, will support ongoing advancements in the AI sector [8] Group 4: AI Safety and Innovation - Huang discussed the importance of global collaboration in AI research, stating that open sharing of knowledge is crucial for innovation and safety [8] - He highlighted the advancements in AI performance over the past decade, attributing much of this progress to the openness of AI research [8]