If Nvidia were forced to forfeit China, that would deprive it of a growing market, unlike Apple’s stagnating one. Worse, it would be a boon for Chinese rivals such as Huawei https://t.co/YgV2deBF6x ...

Core Viewpoint - The article discusses the advancements in AI technology, particularly in autonomous driving and embodied intelligence, highlighting the saturation of the autonomous driving industry and the challenges faced by job seekers in this field [2]. Group 1: Industry Developments - The autonomous driving sector has seen significant breakthroughs, with L2 to L4 functionalities being mass-produced, alongside advancements in humanoid robots and quadrupedal robots [2]. - The industry has a clear demand for technology and talent, as evidenced by the experiences shared by job seekers [2]. Group 2: Job Seeking Platform - A new platform called AutoRobo Knowledge Community has been launched to assist job seekers in the fields of autonomous driving, embodied intelligence, and robotics, currently hosting nearly 1,000 members [2][3]. - The community includes members from various companies such as Horizon Robotics, Li Auto, Huawei, and Xiaomi, as well as students preparing for upcoming recruitment seasons [2]. Group 3: Resources and Support - The platform provides a wealth of resources including interview questions, industry reports, salary negotiation tips, and resume optimization services [3][4]. - Specific interview questions related to autonomous driving and embodied intelligence have been compiled, covering various technical aspects and practical skills [9][10][11]. Group 4: Industry Reports - The community offers access to numerous industry reports that help members understand the current state, development trends, and market opportunities within the autonomous driving and robotics sectors [15][19]. - Reports include insights on trajectory prediction, occupancy perception, and the overall landscape of the embodied intelligence industry [14][19].

Spain only uses Huawei storage for a "minor part" of its wiretapping system, the government said https://t.co/aeIpNG3KCS ...

商务部就美批准对华销售英伟达H20芯片有关情况答记者问记者：近日，美方有关官员表示，美批准向中国销售英伟达H20芯片是中美经贸谈判的一部分，目前华为等中国企业已经生产了等效芯片，美方不希望中方实现国产替代。请问商务部对此有何评论？商务部：中美伦敦经贸会谈后，双方保持密切沟通，确认了伦敦框架细节并推进相关落实工作。中方依法审批符合条件的管制物项出口申请，美方于7月上旬相应取消了会谈涉及的对华限制措施。我们注意到，美方近日又主动表示将批准对华销售英伟达H20芯片。中方认为，美方应摒弃零和思维，继续取消一系列不合理的对华经贸限制措施。外汇交易员 (@myfxtrader):美国财长贝森特称，中国华为等厂商已经研发出与英伟达H20同等性能的芯片。如果有同等芯片的存在，那就可以出售。贝森特表示美国不愿意看到“数字丝绸之路”在全球兴起，因为中国等国家正在替代美国芯片制造。 https://t.co/ty2PjNsOAj ...

The US should pull back on sharing intelligence with Spain, given that the country allegedly relies on Chinese network vendor Huawei to support its wiretap system, according to Senator Tom Cotton https://t.co/Ww796bxlV1 ...

Core Insights - Nvidia has experienced significant growth due to its dominance in the AI chip market, with stock prices soaring 980% over the past three years [1] - The company faced challenges due to U.S. export controls on advanced AI chips to China, resulting in a $4.5 billion charge for unsold chips [2][7] - Recent developments indicate that Nvidia will receive a license to sell its H20 chip in China again, and it plans to launch a new compliant chip [3][8] Group 1: Market Dynamics - The U.S. initiated export controls in 2022 to prevent high-level technology from being used for weapons development, limiting Nvidia's ability to sell top-performing chips to China [6] - Nvidia's sales in China accounted for 13% of total sales last year, highlighting the importance of this market despite the challenges [2][9] - The Chinese AI market is projected to reach $50 billion in the coming years, presenting a significant growth opportunity for Nvidia [9] Group 2: Competitive Landscape - Maintaining a presence in China is crucial for Nvidia to uphold its global leadership in AI, as local competitors like Huawei could gain an advantage if Nvidia remains blocked [10] - Nvidia's brand strength and commitment to designing products specifically for the Chinese market could sustain its competitive edge [11] - The ability to sell to China is expected to generate billions in revenue for Nvidia, enhancing its already strong global presence [12]

Core Insights - NVIDIA is aiming to enhance its presence in China by introducing more advanced AI chips, moving beyond its current offerings [1][2] - The company has resumed sales of the H20 chip to China after a temporary ban, which had significant financial repercussions [3][4] Group 1: Company Strategy - NVIDIA's CEO Jensen Huang expressed the intention to provide more sophisticated chips to China as technology evolves and regulations allow [2][3] - The H20 chip, designed to comply with U.S. export rules, was previously banned, leading to a $4.5 billion charge for unsold inventory and $2.5 billion in lost revenue in the first quarter [4] Group 2: Market Implications - Huang highlighted the potential of China's AI market, projected to reach $50 billion in the coming years, indicating that losing access to this market would be detrimental for U.S. tech firms [5] - The CEO warned that if U.S. companies are excluded from the Chinese market, local competitors like Huawei could gain a significant advantage [5] Group 3: Regulatory Challenges - Huang noted that export controls are beyond NVIDIA's control and can disrupt business operations, emphasizing the need to inform governments about the unintended consequences of their policies [6]

that. >> Our next guest says this is not just good news for Nvidia but for AMD as well. Ben Rice of Melius Research, head of technology research, joins us here at post nine.What a remarkable week, and it's amazing to watch him sort of thread this needle between American interests and definitely selling to the Chinese market and the Chinese. >> Yeah it's amazing. You know, you're seeing what you get with one of the world's best CEOs of all time, maybe the best.And the intangibles you get how he threaded this ...

US-China Trade & Technology - The Trump administration initially banned the sale of Nvidia's H20 chip to China, a downgraded chip designed to meet US requirements for sale in the Chinese market, but later reversed this stance [2] - Chinese customers reportedly desire the H20 chip in very large quantities, potentially leading to billions of dollars in sales for Nvidia [2][3] - The decision to allow H20 sales may stem from US-China talks where China allowed rare earth magnet shipments to the US in exchange for the US lifting certain controls [5] - The initial ban on H20 chips was based on concerns that large-scale purchases by Chinese firms would enable them to compete with US AI players and develop AI for strategic purposes [6] Competitive Landscape in AI Chips - Nvidia remains a leading player in the AI chip market, even with downgraded chips, as Huawei's domestic production of needed AI chips is limited [7] - Nvidia's ability to sell scaled-down versions of its chips in large volumes to China indicates its lead over Huawei, which struggles with production [9] - Huawei faces challenges in ramping up production and resorts to smuggling chips and components from abroad [9] - US firms, along with Taiwanese manufacturing partners like TSMC, maintain a significant lead over Chinese competitors in high-end AI chips [8][9] Semiconductor Manufacturing & Geopolitics - Taiwan produces 90% or more of the most advanced chips used in AI, smartphone processors, and PC processors [10] - TSMC is developing a large campus in Arizona, representing early-stage efforts to diversify the semiconductor supply chain, but significant concentration remains in Taiwan [11]

Core Insights - Nvidia CEO Jensen Huang expressed optimism about resuming sales of H20 AI chips to China after a three-month pause, highlighting the company's significant market cap of $4 trillion [2][7] - The resumption of chip sales is linked to a broader exchange between the U.S. and China regarding rare earths, indicating geopolitical influences on technology trade [3][7] - Nvidia's market share in China has been nearly halved due to U.S. export controls, resulting in a loss of $2.5 billion in sales during the April quarter and an expected $8 billion hit in the July quarter [9][10] Company Meetings and Discussions - Huang had a productive meeting with Chinese Vice Premier He Lifeng, focusing on topics excluding battery technology and rare earths [4] - Discussions with Xiaomi's CEO Lei Jun revolved around AI applications in large language models, autonomous driving, and robotics, with Xiaomi utilizing Nvidia's automotive chips [5] Export Controls and Market Impact - Nvidia anticipates resuming H20 chip shipments to China following U.S. government assurances, after a halt due to new export requirements [7] - The U.S. government is still processing licenses for Nvidia to sell chips to China, with a potential nine-month timeline to restart the supply chain [11] Competition and Industry Landscape - Huang acknowledged Huawei's capabilities in chip design and AI systems, emphasizing that underestimating Huawei's manufacturing prowess is misguided [12] - Huawei has developed its own AI chips and cloud systems, which do not rely on Nvidia's technology, indicating a competitive landscape for AI development in China [12] Chinese AI Models - Huang praised the quality of Chinese AI models, such as DeepSeek and Qwen, noting their open-source nature and widespread adoption for various applications [14][15] - The emergence of Chinese AI models poses a challenge to established players like OpenAI, particularly in terms of cost efficiency and accessibility [14][15]