黄仁勋称英伟达中国份额从95%降至0%

Core Insights - Huang Renxun, CEO of Nvidia, discussed the emergence of two AI markets: "agentic AI" and "physical AI," which together represent a market size of approximately $1 trillion [2] - Nvidia has completely exited the Chinese market due to U.S. export controls, resulting in a market share drop from 95% to 0% [3][5] - Huang emphasized the need for a nuanced strategy to balance maintaining technological leadership while ensuring the world builds on American technology [5] Group 1: AI Market Insights - The "agentic AI" market will enhance enterprise operations, with Nvidia's software engineers using tools like Cursor for coding assistance [2] - "Physical AI" is expected to augment labor, exemplified by the concept of robot taxis acting as digital drivers [2] Group 2: U.S.-China Relations - Huang stated that U.S. policies aimed at harming China could also adversely affect the U.S. itself, highlighting the importance of thoughtful regulation in AI [4] - He noted that the U.S. has lost one of the largest markets due to its policies, which is not a favorable outcome [5] Group 3: Nvidia's Market Position - Nvidia's revenue from mainland China reached $17.1 billion, a 66% year-over-year increase, but its share has been declining due to U.S. export controls [8] - Despite exiting the Chinese market, Nvidia maintains a significant engineering team in China to assist local tech companies with compliance and optimization of their models on Nvidia chips [9] Group 4: Future Outlook - Huang expressed hope for policy changes that would allow Nvidia to re-enter the Chinese market, indicating that any new developments in China would be considered a bonus [5] - The company is committed to continuous investment in China, recognizing it as a vital and rapidly developing market [8]