黄仁勋发声！

Core Viewpoint - Huang Renxun, CEO of Nvidia, emphasizes the uniqueness and vitality of the Chinese market, highlighting its innovation capabilities and the scale of its consumer base [2][3]. Group 1: Nvidia's Market Perspective - Huang Renxun describes China as a one-of-a-kind market with unparalleled vitality, innovation, and development momentum [2]. - He notes that Nvidia has been in China for 30 years, recognizing the country's exceptional engineering talent and large consumer base [2]. - Huang warns that not participating in the Chinese market could lead to unpredictable and potentially negative long-term consequences [2]. Group 2: AI Development Insights - Huang states that AI is a complex system requiring innovation at all levels, and Nvidia's chips are just the foundation of this system [2]. - He praises DeepMind's R1 model for its innovative approach to AI, which showcases the adaptability of researchers and developers in China [2]. - Huang expresses optimism about China's innovation capabilities, stating that even with limited resources, Chinese engineers can adapt and excel [2]. Group 3: Global Supply Chain Commentary - Huang highlights China's supply chain as one of the best in the world, noting its scale, complexity, and diversity [2]. - He mentions that China not only operates its own supply chain but also develops technology and products to assist other countries in building their supply chains [2]. - Huang asserts that a complete decoupling of global supply chains is impossible due to their inherent complexity and interdependence [2]. Group 4: Collaborations and Competitions - Huang discusses his long-standing collaboration with Lei Jun of Xiaomi, working together on various projects including AI and autonomous driving software [3]. - He acknowledges Huawei's significant innovation and capabilities, viewing them as both a competitor and a respected entity in the industry [3]. - Huang indicates that regardless of Nvidia's presence, the AI market in China will continue to progress, with or without the company [3]. Group 5: Stock Transactions - Following Nvidia's stock price reaching a new high, Huang executed a plan to sell 75,000 shares, valued at approximately $12.94 million [3]. - Earlier in the year, he had disclosed a plan to sell 6 million shares under a 10b5-1 trading plan to ensure transparency and avoid insider trading allegations [3].