【西街观察】“黄仁勋热”是AI良性竞争的缩影

Group 1 - Huang Renxun, CEO of Nvidia, emphasizes the importance of global supply chain cooperation during his visit to China for the third Chain Expo, highlighting the interdependence of the global technology ecosystem [1] - The approval for the sale of H20 GPU in China marks a significant development for Nvidia, as the company prepares to launch the new RTX PRO GPU in the market [2] - The rise of AI in China is seen as a critical factor in the ongoing US-China tech competition, with Nvidia playing a vital role in providing the underlying computing power [2] Group 2 - Huang Renxun praises China's open-source AI as a catalyst for global progress, allowing various countries and industries to participate in the AI revolution [3] - The competition between Nvidia and domestic chip manufacturers like Huawei and Baidu is acknowledged, with Huang stating that there is room for collaboration despite competition [2] - The overall AI industry benefits from the competitive landscape, as the presence of multiple players drives down GPU costs and fosters innovation among various stakeholders [2][4]