黄仁勋：华为是竞争对手不是敌人

Core Viewpoint - The article highlights the competitive landscape between Nvidia and Huawei, emphasizing Huawei's significant capabilities and the strength of China's supply chain and innovation in AI technology [1][2][3][4]. Group 1: Nvidia and Huawei Relationship - Nvidia's CEO Huang Renxun acknowledges Huawei as a formidable competitor with extensive scale and technological capabilities, expressing admiration and respect for the company [1]. - Huang believes that regardless of Nvidia's presence, China's AI market will continue to progress, with Huawei capable of developing its own solutions [1]. Group 2: China's Supply Chain - Huang describes China's supply chain as one of the top two globally, noting its scale, complexity, and diversity, which he considers a world-class achievement [2]. - 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 [2]. - The diversification of global supply chains presents significant opportunities for China to promote its manufacturing technologies worldwide, while complete decoupling of global supply chains is deemed impossible due to their inherent complexity [2]. Group 3: Innovation in AI - Huang expresses confidence in China's innovation capabilities, stating that the pace of innovation cannot be hindered, and Nvidia will play a crucial role in this development [3][4]. - He describes AI as a complex system requiring innovation at multiple levels, and highlights the impressive innovation from DeepSeek, particularly their R1 model, which optimizes AI model operations [3]. - Despite H20 not being Nvidia's top product, its architecture is credited with defining the current AI revolution, showcasing its continued relevance and effectiveness [4]. Group 4: Collaboration with Lei Jun - Huang mentions a long-standing collaboration with Lei Jun, co-founder of Xiaomi, which includes joint projects in artificial intelligence and autonomous driving software [5].