Youtubeยท2025-09-23 07:41Core Viewpoint - The article discusses the relationship between BYD and Nvidia, emphasizing that BYD has not received any directive from Beijing to stop using US chips, particularly from Nvidia, which remains a crucial partner for the company [1][3]. Group 1: Relationship with Nvidia - BYD continues to source chips from Nvidia, indicating that they have not been instructed to cease purchases [1]. - The company believes that the relationship between the US and China is improving, which may positively impact their access to technology [2]. - There is a concern about potential restrictions from Washington on technology access, but BYD asserts that they have backup plans in place [5][6]. Group 2: Technology and Backup Plans - BYD claims to have strong in-house technology and multiple solutions to mitigate any supply chain issues, as demonstrated during the pandemic when they faced no chipset shortages [7]. - The company suggests that even if they switch to domestic alternatives for Nvidia chips, 90% of customer features will remain unchanged, indicating confidence in their backup solutions [9]. - The backup plans are not disclosed in detail, but BYD emphasizes that they are prepared for various scenarios and can adapt quickly [5][8].