Core Insights - NVIDIA's CEO Jensen Huang emphasized the company's commitment to the Chinese market during his recent visit, highlighting the importance of AI development and collaboration with local tech firms [2][3][4] - The introduction of the H20 chip to the Chinese market and the upcoming RTXpro graphics card were significant announcements, indicating NVIDIA's ambition to expand its product offerings in China [2][7][8] Group 1: Company Strategy and Market Position - Huang expressed that NVIDIA has been operating in China for 30 years and has established partnerships with major companies like Baidu, Alibaba, Tencent, and Xiaomi [4] - The company aims to maintain its growth momentum in China, with Huang stating that NVIDIA's growth is just beginning, not ending [8] - Huang acknowledged the strong capabilities of competitors like Huawei, particularly in chip design and cloud services, indicating a respect for the competitive landscape [4][5] Group 2: AI and Technological Advancements - Huang highlighted that AI has become a fundamental infrastructure, comparable to electricity and the internet, and that China is at the forefront of this transformation [6] - He noted the impressive advancements in AI models and applications in China, citing companies like DeepSeek and the global impact of TikTok as examples [6] - Huang predicted significant developments in the robotics sector in China, driven by the country's robust manufacturing base and supply chain capabilities [6] Group 3: Product Launch and Supply Chain - The H20 chip, designed specifically for the Chinese market, was recently approved for sale, following previous export restrictions that cost NVIDIA an estimated $8 billion in losses [7] - Huang mentioned that there are numerous orders for the H20 chip, but it will take time to ramp up production capacity to meet demand [7] - He expressed optimism about future advancements in NVIDIA's technology, indicating that better products will be available in the coming years [8]

Core Viewpoint - Chinese e-commerce platforms are expanding their operations in Japan, with Temu recently opening up merchant recruitment and competing against established players like Amazon and Rakuten [1][2]. Group 1: Temu's Expansion - Temu began recruiting Japanese merchants at the end of January 2023, initially through an invitation system, which has now been fully opened for free applications [1]. - The platform aims to expand its product offerings to align with consumer preferences in Japan, directly competing with Amazon and Rakuten [1][2]. - Temu launched its services in the U.S. in September 2022 and has since expanded to over 90 countries, focusing on cross-border sales of low-priced goods from Chinese small and medium-sized factories [2]. Group 2: Competitive Landscape - Other Chinese e-commerce companies are also entering the Japanese market, with Alibaba set to launch its platform "TAO" in the fall of 2024 [2]. - The Chinese fast-fashion brand Shein is leveraging Chinese clothing factories to penetrate the Japanese market [2]. - TikTok is also starting to recruit merchants in Japan, preparing to launch e-commerce services, showcasing the competitive nature of the market [2].