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黄仁勋带H20重返中国市场 难改国产替代大势
Zhong Guo Jing Ying Bao· 2025-07-16 12:17
Core Viewpoint - Huang Renxun, founder and CEO of Nvidia, emphasizes the rapid innovation in AI driven by Chinese developers and entrepreneurs, highlighting the importance of open-source AI as a catalyst for global progress [1][2]. Group 1: Nvidia's Market Strategy - Nvidia's H20 chip has received approval for export to China, with Huang expressing optimism about shipping soon and noting existing orders [2][3]. - The RTX PRO series GPU is designed for computer graphics, digital twins, and AI applications, indicating Nvidia's focus on enhancing its product offerings in the Chinese market [2][3]. - The return of the H20 chip is expected to meet the deployment needs of AI applications in China, particularly among large cloud service providers [4]. Group 2: Industry Insights - The AI landscape in China is characterized by a significant number of developers, with over 1 million engaged in AI innovation, contributing to global AI development [1]. - The next wave of AI innovation is anticipated to involve robotic systems capable of reasoning and executing tasks, transforming factory operations over the next decade [2]. - Despite the return of Nvidia's H20 chip, many companies are likely to continue using domestic chips due to ongoing limitations in high-end GPUs [4].
用中文演讲!黄仁勋:中国供应链是奇迹!
Zheng Quan Shi Bao Wang· 2025-07-16 08:28
(原标题:用中文演讲!黄仁勋:中国供应链是奇迹!) 7月16日,在第三届链博会开幕式上,英伟达创始人兼首席执行官黄仁勋以一身唐装出现,并在演讲中部分使用中文。 在演讲中,黄仁勋简单回顾了英伟达公司一路走来的历程,强调AI的重要性,并盛赞中国AI发展:"中国的开发者、创业者正在推动AI的快速创 新,现在有超过100万名开发者投身该领域,例如DeepSeek、阿里巴巴、腾讯、MiniMax和百度,他们开发的产品都是世界级的,推动了全球AI发 展。" 黄仁勋表示,中国的开源AI是推动全球进步的催化剂, 让各国和各行业都有机会参与这一AI革命。今天AI也是基础设施,就像是电、以及过去的 互联网一样,AI也在重塑供应链,彻底改变我们的生产与物流方式。 食品饮料ETF (产品代码: 515170) ★ 跟踪:中证细分食品饮料产业主题指数 近五日涨跌:0.17% 市盈率:19.86倍 黄仁勋还在演讲中表示,中国的供应链是奇迹。他预测,十年内,工厂将由软件和人工智能驱动,AI将指挥机器人团队与人协作,智能产品的制 造也将由AI驱动。"这将为中国的供应链生态创造新的机遇。"黄仁勋说道。 在黄仁勋看来,AI的下一波浪潮将是机器人 ...