这一周，黄仁勋在北京很忙，几乎成了科技圈的顶流。 从7月14日开始，黄仁勋几乎每天都有新的行程，几乎每天都登上热搜，每次发言也都夸赞中国AI技术和中国科技公司。 7月14日，当天北京的气温超过35℃，黄仁勋和雷军站在一辆小米YU7前合影，黄仁勋依然穿着他那件标志性的皮衣，雷军穿着西服，这两个人的造型成 了网络热梗。 7月16日，黄仁勋参加了第三届"链博会"开幕式，他脱下皮衣，穿上唐装，并第一次尝试用中文演讲（尽管最后还是切换成了英文）。 他还高调称赞了腾讯、网易、米哈游、游戏科学、字节跳动、DeepSeek、阿里巴巴、MiniMax、百度、小米、美团等中国公司。 随后黄仁勋被网友拍到夜游什刹海。他依然身穿皮衣与路人合影、签名、品尝小吃，之后还去了一家酒吧小酌。 20日晚上，黄仁勋做客央视《面对面》栏目。 在采访中，老黄说他至今仍感觉每天都在面临倒闭危机，"总是感觉我们快倒闭了。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟 大。" 几乎与此同时，英伟达市值达到4.21万亿美元，这比日本2024年的GDP总量（4.03万亿美元）还要高不少。 7月15日，彭博亿万富翁指数显示，黄仁勋的净资产为1430 ...

Core Insights - Huang Renxun's visit to China highlights the importance of the Chinese market for Nvidia, which is a key player in the AI industry and has seen a significant decline in its market share in China [1][29][30] - Nvidia's market share in China's AI chip sector has dropped from 95% in 2022 to 50% in 2025, resulting in a loss of $4.5 billion [30][32] - The company is facing challenges from cloud giants like Google, Microsoft, and Amazon, who are developing their own GPUs, which poses a threat to Nvidia's dominance [26][28] Group 1: Nvidia's Market Position - Nvidia has become a major player in the AI industry, with its GPU technology being essential for AI computing [20][22] - The company has seen its revenue from the Chinese market decrease from 21% to 13% over two years [32] - Huang Renxun's efforts to reintroduce products like the H20 and the new RTX Pro series GPU in China indicate the company's strategy to regain market presence [30][32] Group 2: Strategic Partnerships - Huang Renxun's historical relationship with Lei Jun of Xiaomi has evolved, with Nvidia's Orin chip now being a standard in Xiaomi's automotive ventures [10][12] - The collaboration between Nvidia and Xiaomi is seen as a significant opportunity for both companies in the automotive sector [12][29] - Nvidia's Drive Orin-X chip is projected to have an installation volume of 2.1 million units in 2024, solidifying its position in the global autonomous driving chip market [12] Group 3: Future Directions - Huang Renxun is exploring new market opportunities, particularly in the realm of Physical AI, as a potential next trillion-dollar market [33] - The company aims to address the challenges posed by self-developed GPUs from cloud service providers and regain its foothold in the Chinese market [26][30] - Nvidia's focus on innovation and strategic partnerships will be crucial for its continued growth and market leadership in the evolving tech landscape [1][29]