黄仁勋发声！

Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes the uniqueness and vitality of the Chinese market, highlighting its innovation capabilities and the scale of its consumer base, which he believes is crucial for technology suppliers [3][4]. Group 1: Nvidia's Market Perspective - Huang describes China as a one-of-a-kind market with unparalleled vitality, innovation, and development momentum, stating that it is not just another market but a unique opportunity for technology suppliers [3]. - He notes that Nvidia has been in China for 30 years, long before many high-tech companies entered, and acknowledges the significant number of talented engineers and computer scientists in the country [3][4]. - Huang warns that not participating in the Chinese market could have unpredictable but likely negative long-term consequences for companies [3]. Group 2: AI Development Insights - Huang discusses the complexity of AI systems, likening them to a multi-layered cake, where Nvidia's chips form the base layer, and innovation is required at every level to drive progress [4]. - He expresses optimism about China's innovation capabilities, citing the impressive advancements made by companies like DeepMind and their ability to adapt technologies to leverage different technical characteristics [4]. Group 3: Global Supply Chain Commentary - Huang praises China's supply chain system as one of the best in the world, noting its scale, complexity, and diversity, which he considers a global marvel [4]. - He emphasizes that China not only operates its own supply chain but also develops technologies and products to assist other countries in building their supply chains, presenting a significant opportunity for global expansion [4]. - Huang asserts that complete decoupling from global supply chains is impossible due to their inherent complexity and interdependence [4]. Group 4: Collaborations and Competitions - Huang mentions his long-standing collaboration with Lei Jun of Xiaomi, highlighting joint projects in AI and autonomous driving software [5]. - He acknowledges Huawei's significant innovation and capabilities, stating that the Chinese AI market will progress regardless of Nvidia's presence, and expresses respect for Huawei as a competitor [5]. Group 5: Stock Transactions - Following Nvidia's stock price reaching a new high, Huang sold 75,000 shares valued at approximately $12.94 million as part of a pre-planned stock sale under the 10b5-1 rule, which aims to prevent insider trading [5]. - Earlier in the year, he had already disclosed a plan to sell 6 million shares, indicating a strategic approach to stock transactions [5].