Nvidia(US:NVDA) Guan Cha Zhe Wang·2026-01-07 00:31Core Insights - Nvidia's CEO Jensen Huang emphasized the importance of the Chinese market during his appearance at CES 2026, highlighting the launch of the new Rubin platform with a performance increase of 5 times and full production set for the second half of the year [1][4] - Huang expressed optimism about demand for the H200 AI chip from Chinese buyers, despite facing increasing competition from local companies like Huawei [1][2] - The U.S. government has approved the export of the H200 chip to China, but with a 25% fee, and the latest chips are not included in this agreement [1][4] Group 1 - The new Rubin platform's training performance is 3.5 times that of the previous Blackwell generation, with AI software performance also improved by 5 times [4] - Huang stated that to maintain competitiveness in China, Nvidia must timely release more advanced products, including Blackwell and Rubin chips [1][2] - Huang acknowledged the strong demand for the H200 chip in the Chinese market and mentioned that the supply chain is already in motion [4] Group 2 - Huang noted that many Chinese startups are emerging and performing well, reflecting the vitality of the Chinese tech industry [2] - There is uncertainty regarding whether Chinese buyers will purchase the H200 chip, as some are reportedly reluctant to buy a "special version" designed for the Chinese market [5] - The Chinese government has expressed a desire for semiconductor independence, which may affect the demand for Nvidia's chips [5]