Nvidia(US:NVDA) Founder Park·2025-07-17 07:56Core Viewpoints - Huang Renxun, CEO of Nvidia, emphasized the advanced and complex nature of China's supply chain, highlighting its infrastructure, ecosystem, technology, and manufacturing scale as impressive [1][5] - He noted the global interdependence of supply chains, with many multinational companies participating in the event, reflecting the interconnectedness of global technology ecosystems [1][5] - Huang expressed openness to compatibility with CUDA, stating that CUDA is inherently open and that he would not mind if Chinese companies developed compatible products [1][27] Group 1 - China's supply chain is a crucial foundation for global AI hardware and smart factory development, showcasing its manufacturing advantages [3] - The H20 chip has been reapproved for sale, which is expected to drive more Blackwell architecture products into China [3] - Huang praised Chinese electric vehicle companies like Xiaomi, NIO, and Xpeng, calling them a global surprise and noting their role in reshaping the competitive landscape [3][30] Group 2 - Huang highlighted the significant breakthroughs made by Huawei in chip technology, network solutions, and photonics, considering it a model to learn from [3] - He acknowledged that China's education system has produced a large number of top AI researchers, with about 50% of the world's AI researchers based in China [3] - Huang encouraged young people to maintain their passion for technology and emphasized that AI is still rapidly evolving [3] Group 3 - Huang discussed the importance of continuous investment to maintain growth in a fast-developing market, emphasizing that competitors are not standing still [7] - He mentioned that Nvidia's supply chain cycle currently takes nine months, indicating the time required from wafer ordering to AI supercomputer delivery [8] - Huang expressed optimism about the future of the Chinese market, viewing it as a vital and rapidly growing technology market [25] Group 4 - Huang noted that the U.S. government has encouraged his visits to China and expressed pride in Nvidia's market value surpassing $4 trillion [10] - He acknowledged the impact of U.S. semiconductor restrictions but indicated that most inventory could be restored through new customer demand [11] - Huang emphasized the need for companies to adapt to changing trade and tax policies, highlighting Nvidia's ability to adjust its supply chain accordingly [11] Group 5 - Huang described AI as a foundational technology that will become essential across all industries and countries, indicating that the development of AI infrastructure is still in its early stages [42] - He pointed out that the integration of AI and robotics will significantly reduce production costs and enhance overall efficiency [40] - Huang expressed confidence in the future of the robotics industry in China, citing the country's unique advantages in AI technology and manufacturing capabilities [45]