“95%→0%”，黄仁勋：伤害中国的事，往往更严重伤害美国

Core Insights - Nvidia's market share in the high-end chip sector in China has plummeted from 95% to 0% due to U.S. export controls, according to CEO Jensen Huang [1][3] - Huang described the U.S. technology exit from the Chinese market as a "mistake" and expressed hopes for Nvidia's return to the market [1][3] - The company has not sold any new H20 chips in the second fiscal quarter due to ongoing geopolitical issues, impacting revenue expectations [3][4] Group 1 - Nvidia's CEO stated that the company's exit from the Chinese market is a significant loss, warning that harming China could also adversely affect the U.S. [1] - The H20 chip, designed specifically for the Chinese market, has seen a 40 billion USD drop in sales, contributing to lower-than-expected revenue in the data center business [3][4] - Huang emphasized the potential of the Chinese market, estimating a 50 billion USD opportunity with a projected 50% annual growth if competitive products are available [4] Group 2 - Since 2022, Nvidia has been prohibited from exporting high-end chips for AI applications, including the A100 and H100 models, to China [3] - The company reported that its data center business revenue growth has lagged behind expectations for two consecutive quarters, leading to a significant drop in stock price [3][4] - Nvidia is in discussions with the U.S. government regarding the importance of meeting the needs of the Chinese market [4]