Nvidia(US:NVDA) 和讯·2025-07-17 09:50Core Viewpoint - The article highlights NVIDIA CEO Jensen Huang's recent visit to China, emphasizing the company's commitment to the Chinese market and the potential for collaboration in AI and technology sectors [1][2]. Group 1: NVIDIA's Engagement in China - Jensen Huang's visit marks his third trip to China this year, indicating a strong focus on the Chinese market [1]. - During his visit, Huang met with Xiaomi's founder Lei Jun, expressing admiration for Xiaomi's automotive technology and design [1]. - Huang emphasized the importance of U.S. companies establishing a presence in the Chinese market due to its vast and dynamic nature [1]. Group 2: AI and Technology Developments - Huang announced that NVIDIA has received U.S. government approval to sell the H20 chip to the Chinese market, which is designed specifically for AI applications [2][3]. - He highlighted the transformative role of AI across various industries, including healthcare and entertainment, and its integration into major Chinese platforms like Tencent and Alibaba [4]. - Huang noted that NVIDIA's technology has been pivotal in the development of the AI ecosystem globally, and he expressed optimism about future collaborations with Chinese companies [4]. Group 3: Competition and Market Dynamics - Huang acknowledged the competitive landscape with Chinese companies like Huawei, praising their technological advancements and capabilities in various fields [5]. - He pointed out that while NVIDIA has decades of experience, Huawei's rapid progress in a short time demonstrates its strength in the market [5]. - Huang believes that China is well-prepared for advancements in AI, with several models showing high efficiency and adaptability for various applications [6]. Group 4: Robotics and Manufacturing - Huang expressed optimism about China's robotics industry, citing the country's strong manufacturing base and capabilities in mechatronics [7]. - He highlighted the potential for robots to be integrated into various sectors, further enhancing China's technological landscape [7].