Group 1: Nvidia Antitrust Review - The Chinese market regulator has initiated an antitrust review of Nvidia's 2020 acquisition of Mellanox, indicating compliance issues and reflecting changes in the global semiconductor industry competition landscape [2][3] - The review highlights the increasing strategic value of semiconductor technology in the digital economy and the growing regulatory scrutiny over key technology sectors [2][3] - Nvidia's CEO has projected that the Chinese AI market could reach $50 billion in the next two to three years, emphasizing the importance of international participation in this market [3] Group 2: TikTok Framework Agreement - TikTok's development in the U.S. has evolved from operational disputes to a framework agreement, showcasing the challenges of global internet platform operations amid varying data security and regulatory requirements [4][5] - The agreement is expected to focus on local data storage, algorithm transparency, and ownership structure, representing a "localized adaptation" approach to globalization [4][5] - The case of TikTok illustrates that future global internet platform operations will require customized adjustments to technology architecture and operational models based on local market regulations [5] Group 3: Global Technology Industry Trends - Both Nvidia's antitrust review and TikTok's framework agreement signal a restructuring phase in the global technology industry, shifting from an "efficiency-first" model to one that balances "safety and efficiency" [7] - This transition may lead to fragmented technical standards and increased R&D costs, as companies adapt to diverse regulatory environments [7][8] - The need for a "dual capability" in technology innovation and compliance adaptation is essential for companies to thrive in the new industry landscape [8]