Zhong Guo Zheng Quan Bao·2025-07-17 21:03Core Insights - The third China International Supply Chain Promotion Expo highlighted the significance of open-source AI models like DeepSeek and Tongyi Qianwen, which are considered top-tier globally, showcasing China's excellence in open-source initiatives [1][2] - NVIDIA's CEO emphasized the importance of the Chinese market for NVIDIA, describing it as one of the largest and most vibrant markets in the world [3] Group 1: AI Technology Development - AI technology has evolved from perception-based to generative AI, with significant advancements in computer vision, speech recognition, and language understanding surpassing human capabilities [1] - The future trend of AI development is expected to penetrate the physical world, leading to the rise of physical AI applications in robotics [1][2] Group 2: China's Role in AI - China leads the world in the number of AI research papers published, indicating its pivotal role in the AI technology landscape [2] - Open-source models are facilitating the formation of China's AI ecosystem and are also contributing to the development of AI ecosystems in other regions globally [2] Group 3: NVIDIA's Strategic Position - NVIDIA announced the resumption of H20 chip sales in China and the launch of a new GPU compatible with the Chinese market, signaling positive developments for the AI industry chain [3] - The company's products are being utilized in various sectors in China, including supply chain digital management and training embodied intelligent models [3] Group 4: Future Outlook - NVIDIA's technology roadmap covers nearly a decade, with the CEO indicating that there is substantial work ahead, particularly in the context of AI and chip technology advancements [3] - Innovations in silicon technology are anticipated in transistor structure, packaging technology, and silicon photonics, which will drive future developments in the chip sector [2]