芯片圈的顶流巨星、皮衣战神——黄仁勋，这次真的坐不住，彻底"急眼"了！ 表忠心——我是"美国制造"代言人 老黄深谙在华盛顿说话的先决条件——政治正确。他一上台，就先给特朗普政府送上一顶高帽。 "特朗普总统对我说的第一句话就是：'把制造业带回美国！'" 在华盛顿的首届英伟达开发者大会上，老黄面对台下的美国政界和科技精英，上演了一场集"表忠 心"、"诉衷肠"、"亮家底"、"发警告"于一体的年度大戏。 核心思想就一个：跪求华盛顿的老爷们高抬贵手！别再往死里卡中国脖子了，再卡下去，我英伟达要断 粮，你们美国的AI霸权美梦，也得黄！ 这已经不是商业诉求，而是一场关乎生存的"极限拉扯"。且听我慢慢拆解老黄的"华盛顿求生记"。 老黄骄傲地宣布，九个月后，英伟达最先进的Blackwell芯片，已经在亚利桑那州实现全面量产！他还 特意推荐了那个由"美国工厂制造核心组件"的超级计算机"Grace Blackwell NVL72"，称其为"不可思议 的美国制造业复苏"。 潜台词：看，我是自己人！我是"美国优先"的模范生！我积极响应号召回国建厂，带动就业和高端制 造。现在，该你们听听我的难处了。 不过，《华尔街日报》立马打脸：最牛的 ...

Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes the need for a long-term strategy in AI that includes China, warning that U.S. technology restrictions could harm both countries and lead to a loss of global AI talent for the U.S. [1][5][6] Group 1: Nvidia's Market Position and Strategy - Huang revealed that Nvidia's market share in China's advanced chip market has plummeted from 95% to zero due to U.S. export restrictions [1] - He stated that Nvidia needs to access the potential $50 billion market in China to fund R&D in the U.S. and maintain its industry leadership [3] - Huang expressed concern that the U.S. could permanently lose the Chinese market to domestic competitors if current policies continue [5] Group 2: U.S.-China Relations and Policy Implications - Huang called for a balanced approach to U.S.-China relations, arguing that excluding Nvidia from the Chinese market would ultimately harm the U.S. more than China [1][4] - He criticized the Biden administration's export restrictions, stating they push developers towards Chinese technology platforms [6] - Huang highlighted the importance of immigration policies that attract talent to the U.S. tech industry to maintain competitiveness in AI [6] Group 3: Technological Development and Manufacturing - Huang promoted Nvidia's latest AI chips, particularly the Blackwell series, and noted that production is partially based in the U.S. [8][9] - He mentioned that while some manufacturing processes are still reliant on Taiwan, efforts are underway to bring more production to the U.S. [9] - Huang's discussions with Trump focused on bringing manufacturing back to the U.S. and enhancing economic strength [8] Group 4: Industry Dynamics and Future Outlook - Huang indicated that the rise of Chinese tech companies has led to significant stock price increases for local chip firms, signaling a need for U.S. government action [4] - He expressed hope for a change in the situation regarding U.S. access to the Chinese market, emphasizing its importance for Nvidia's future [4] - Huang's increased engagement with U.S. government officials reflects a shift in Nvidia's strategy to secure support amid tightening regulations [7]