【产业互联网周报】黄仁勋：任何轻视华为和中国制造的人都极其天真；朱啸虎：大模型会吃掉90%Agent；宇树科技开启上市辅导

Group 1 - Nvidia's CEO Jensen Huang announced the approval for the export of the H20 chip to China, which is designed specifically for the Chinese market and is based on the Hopper architecture [2][39] - The H20 chip is an AI accelerator that is not capable of training trillion-scale models but has slightly better performance than the 910B model [2] - Nvidia is also set to launch a new graphics card named RTX Pro, which is designed for computer graphics, digital twins, and artificial intelligence applications [2] Group 2 - Huang expressed optimism about China's unique advantages in developing humanoid robots, citing excellent AI technology, outstanding mechatronics, and a large manufacturing base [3][10] - He noted that Huawei's AI chips could potentially replace Nvidia's in AI training, indicating a competitive landscape in the AI sector [3][10] - Huang highlighted the rapid development of AI in China, with over 1.5 million developers working on Nvidia's platform and significant contributions from Chinese companies like Alibaba and Tencent [3][6] Group 3 - The next wave of AI development is expected to focus on robotic systems that can reason and execute tasks, transforming factories into AI-driven environments [4][10] - Nvidia's Omniverse is being utilized in hundreds of projects in China for simulating digital twins, optimizing factory designs, and training robots in virtual environments [4][10] - Huang emphasized the importance of open-source AI as a catalyst for global progress and collaboration in technology standards and safety measures [4][10] Group 4 - The Chinese AI model Kimi K2 has gained recognition, ranking first in global open-source model competitions, showcasing China's advancements in AI technology [34][49] - The Chinese government has opened over 5.5 million training data sets for humanoid robots, accelerating applications in various fields [29] - China's industrial robot exports have seen a significant increase of 61.5% in the first half of the year, reflecting the country's growing capabilities in robotics [65]