21评论｜黄仁勋的新年第一站，从中国开始

Core Insights - Huang Renxun, CEO of Nvidia, emphasizes the importance of the Chinese market during his recent visits, highlighting the company's strategic focus on China [1][2] - Nvidia has not yet received orders for its H200 AI chips from Chinese customers due to pending import decisions from the Chinese government [1] - The H200 chip is positioned as a transitional power support for large model inference and training, with significant specifications [5][6] Company Strategy - Huang's travel itinerary indicates a strong emphasis on the Asia-Pacific region, particularly China, Japan, and India, reflecting Nvidia's strategic priorities [1] - The company employs approximately 36,000 people globally, with significant representation in China (11%) and India (14%) [1] - Huang's approach in China includes a mix of business and cultural engagement, showcasing a more public relations-focused strategy compared to other regions [4][5] Market Dynamics - The Chinese AI chip market is becoming increasingly competitive, with local companies like Huawei, Alibaba, and Baidu developing their own AI chips [6] - TrendForce predicts that the proportion of AI servers in China using imported chips will decrease from 63% in 2024 to 42% in 2025, indicating a rise in domestic chip suppliers [6] - The competition between the US and China in the computing power sector highlights each country's strengths, with the US excelling in chip computing and AI models, while China benefits from low-cost energy and manufacturing capabilities [6][7] Ecosystem Development - The AI ecosystem is complex, involving data, energy, chip manufacturing, and AI models, necessitating global collaboration for advancement [7] - Huang's background and Nvidia's role position the company as a key player in building this ecosystem, with China capable of being a significant contributor [7]