黄仁勋：尽最大努力向华为学习

Core Viewpoint - Huang Renxun, the founder of Nvidia, praised Huawei's exceptional chip design capabilities and emphasized the company's strengths in system engineering and cloud services, highlighting Huawei's ability to independently explore markets [1][2]. Group 1: Nvidia's Perspective on Huawei - Huang Renxun acknowledged Huawei's impressive technology and questioned the superiority of other mobile companies compared to Huawei [2]. - He expressed a desire for Nvidia to learn from Huawei and other competitors, indicating a recognition of the competitive landscape in China [2]. - Huang noted that AI is revolutionizing various industries, including computer graphics, and mentioned the potential of AI in quantum computing and its impact on biology and physics [2]. Group 2: Nvidia's Market Strategy in China - Nvidia plans to resume sales of its H20 chip in China, following the approval of export licenses by the U.S. government, which Huang described as a significant victory for the company [5][8]. - Huang highlighted the importance of the Chinese market, citing its size, vibrancy, and innovation, and emphasized the necessity for U.S. companies to establish a presence there [5]. - The H20 chip is tailored to comply with U.S. regulations, being classified as the "fourth best" chip, which is slower than the fastest chips used in the U.S. [6][7]. Group 3: AI Development in China - Huang pointed out the rapid advancements in AI technology in China, mentioning notable models like DeepSeek and Alibaba's contributions [3][6]. - He emphasized that China's open-source AI initiatives are catalysts for global progress and play a crucial role in ensuring AI safety [6]. - Huang expressed a desire for more advanced chips to enter the Chinese market, indicating that Nvidia's technology will continue to improve over time [3]. Group 4: U.S.-China Relations and Technology - The U.S. Secretary of Commerce indicated that the decision to resume H20 chip sales is part of broader negotiations between the U.S. and China regarding rare earth materials [6][8]. - The U.S. aims to keep China reliant on American technology while allowing them access to less advanced chips [7]. - Huang noted that recent changes in U.S. policy are a result of constructive discussions between the U.S. and Chinese governments regarding export controls [8]. Group 5: Collaboration with Chinese Companies - Huang expressed interest in collaborating with Chinese companies, specifically mentioning Xiaomi and the electric vehicle sector, which he finds impressive [9]. - He acknowledged the need for supply chains to adapt to tariff issues but remained optimistic about finding solutions [9].