黄仁勋：任何低估华为、低估中国制造能力的人都极其天真

Core Viewpoint - Huang Renxun's visit to China highlights the significant advancements in AI technology, particularly by companies like Huawei, and emphasizes the competitive landscape in the AI sector, where both local and global players are rapidly innovating and collaborating [3][4][5]. Group 1: AI Innovation and Competition - Huang Renxun praised Huawei as an incredible technology company with deep traditions and strong capabilities in chip manufacturing and systems [3][4]. - He noted that underestimating Huawei and China's manufacturing capabilities is naive, highlighting the advanced nature of Huawei's mobile technology and communication systems [3][4]. - Huang expressed admiration for China's rapid progress in AI, stating that 50% of global AI researchers are in China, and the country is advancing quickly in AI infrastructure, models, and applications [5][6]. Group 2: DeepSeek and Open Source AI - Huang highlighted DeepSeek as a revolutionary model that is being applied across various fields, including healthcare and robotics, and emphasized the importance of open-source AI in democratizing access to technology [5][6]. - He mentioned that open-source models allow every country and industry to participate in the AI ecosystem, enhancing security through transparency [6]. Group 3: Supply Chain and Manufacturing - Huang acknowledged the significance of China's supply chain, noting that while most of NVIDIA's products are not manufactured in mainland China, many products are closely tied to the Chinese supply chain, especially in consumer electronics [6][7]. - He emphasized China's advanced manufacturing capabilities, particularly in consumer-oriented and precision manufacturing sectors [6][7]. Group 4: Future Trends in AI and Robotics - Huang predicted that the next wave of AI development will focus on robotics, citing NVIDIA's participation in the Chain Expo and the introduction of the new RTX PRO GPU aimed at smart factories and logistics applications [6][7]. - He expressed optimism about China's potential in developing robotics technology, given its unique advantages in AI and manufacturing [7]. Group 5: NVIDIA's Market Position and Strategy - Huang discussed NVIDIA's recent achievement of surpassing a market valuation of $4 trillion, marking it as the highest-valued company in history [13]. - He highlighted NVIDIA's strategy of investing heavily in building advanced AI systems and ensuring its architecture is widely applicable across various cloud platforms [14]. - Huang noted that competition in the AI space is intense, but he views many competitors as friends, fostering a spirit of collaboration that benefits the industry as a whole [14].