黄仁勋来上海了：逛菜场、现身新办公室

Core Viewpoint - Huang Renxun, the founder of Nvidia, visited China for the first time in 2026, signaling the company's commitment to the Chinese market and focusing on the sales of the H200 chip [4][10]. Group 1: Nvidia's Operations in China - Nvidia has three core locations in China: Beijing, Shanghai, and Shenzhen, with the new Shanghai office located at 600 Naxian Road, Zhangjiang, covering an area of approximately 23,300 square meters [9]. - The company has nearly 4,000 employees in China, with a growth rate of about 50% to 60% over the past few years, and the Shanghai R&D center alone has over 2,000 employees [9][10]. - The new office in Shanghai will focus on chip design verification, product optimization, and autonomous driving research tasks [9]. Group 2: Importance of the Chinese Market - Nvidia's revenue from the Chinese market was $17 billion in the 2024 fiscal year, accounting for approximately 13% of total revenue [10]. - Huang Renxun emphasized the significance of the Chinese AI market, predicting it will reach $50 billion in the next two to three years, indicating that American companies could face substantial losses if they do not participate [10]. Group 3: Strategic Focus During the Visit - Huang Renxun's visit included attending New Year parties and supplier appreciation events in Shanghai, Beijing, and Shenzhen, aimed at maintaining team morale and partner confidence [10]. - A key objective of the visit was to clarify compliance and operational details regarding the sales of the H200 chip in China, addressing uncertainties about who can purchase the chip and how to ensure compliance with regulations [10]. - Nvidia is also focusing on deepening its ecosystem and supply chain collaborations in China, including partnerships with TSMC and Foxconn, and localizing the CUDA software ecosystem [10]. Group 4: Shanghai's Industry Advantages - Shanghai has established itself as a hub for the integrated circuit industry, with projected revenue exceeding 480 billion yuan by 2025 [13]. - The city is home to over 1,200 enterprises in the integrated circuit sector, accounting for about 40% of the national talent in this field, and ranks first in the number of listed companies on the Science and Technology Innovation Board [13]. - Shanghai's integrated circuit industry has developed a comprehensive collaborative development system, attracting top global chip design companies and high-level talent [13].