NVIDIA

Nvidia CEO Jensen Huang visited China, praising its AI development and hinting at a shift in Nvidia’s strategy amid US chip restrictions. While downplaying GPU criticality, Nvidia aims to promote its new China-specific B30 chip and robotic technologies. Huang’s remarks suggest a willingness to tolerate CUDA compatibility from competitors, reflecting concerns about losing market share to domestic AI chip makers like Huawei and Cambricon, and a desire to maintain influence through its CUDA ecosystem, even with potential hardware revenue losses.

NVIDIA’s H20 series AI chips have U.S. approval for reintroduction to China alongside a new RTX Pro GPU for the Chinese market. Morgan Stanley sees this as a positive catalyst for BAT, anticipating increased capital expenditure for AI, cloud services, and e-commerce enhancements. Chinese firms like Tencent and ByteDance are placing orders, requiring U.S. government approval. The move aims to counter Huawei’s dominance in the Chinese market by providing an alternative, potentially limiting Huawei’s global competitiveness despite its technological advancements.

During a visit to China, Nvidia CEO Jensen Huang praised Xiaomi’s hardware and technology, expressing a desire to own their car, while also acknowledging Huawei’s strong engineering and cloud capabilities. He highlighted China’s advancements in AI, particularly the breakthroughs by companies like DeepSeek and their open-source inference model. He also mentioned Apple’s AI capabilities and his preference for Pixel phones’ pure Android experience.

NVIDIA CEO Jensen Huang addressed the China International Supply Chain Expo in Mandarin, marking his first public speech in the language. He discussed NVIDIA’s history, its pivotal role in AI development through GPUs and accelerated computing, and its partnerships with Chinese companies. Huang highlighted the transformative impact of AI, particularly in China, across various industries and its contribution to open-source models. He emphasized AI’s role as future infrastructure, driving a new industrial revolution and growth opportunities for China’s supply chain. He also switched from a Tang suit to his signature leather jacket during the event.

At the Chain Expo in Beijing, Nvidia CEO Jensen Huang replaced his signature leather jacket with a traditional Tang suit, a move seen as a gesture of respect for the Chinese market. This follows Huang’s earlier appearance in his trademark jacket despite the heat. Huang is in China for Nvidia’s debut at the Expo, where he will deliver his first public speech in Mandarin. This coincides with the U.S. government authorizing the export of Nvidia’s H20 chip to China, enabling the company to resume sales in the region.

Nvidia’s stock surged after CEO Jensen Huang’s Beijing visit sparked optimism about resuming H20 chip sales to China, adding almost $200 billion to its market cap. AMD also saw gains. The H20 is a modified chip designed to comply with U.S. export rules. Despite Nvidia’s optimism, uncertainties remain due to U.S.-China relations and growing competition from domestic Chinese companies like Huawei, which could impact long-term market share.

Nvidia CEO Jensen Huang emphasized the importance of U.S.-China collaboration for safe and rapid AI advancement at a recent event. He lauded China’s open-source approach as beneficial for global scrutiny and security. Huang highlighted the vastness and dynamism of the Chinese AI market, estimating that China hosts around 50% of the world’s AI researchers, making it crucial for American companies. This was Huang’s third visit to China this year, underscoring Nvidia’s commitment to the region.

Nvidia CEO Jensen Huang visited Beijing for the China International Supply Chain Expo (CISCE), marking his third trip to China this year. He met with CCPIT Chairman Ren Hongbin and is scheduled to give a speech in Mandarin, his first public address in the language. Huang emphasized the importance of global supply chains for AI advancement and highlighted China’s significance for U.S. companies and AI research. His frequent visits demonstrate Nvidia’s commitment to the Chinese market despite geopolitical complexities and signify Nvidia’s strategic focus on the region.

Nvidia’s CEO Jensen Huang disputes an MIT study claiming AI usage reduces cognitive abilities. The study suggests that relying on AI like ChatGPT impairs brain activity and critical thinking. Huang, a daily AI user, argues his cognitive skills are improving. He emphasizes AI as a learning tool that enhances critical thinking by prompting users to ask insightful questions and validate information. He advocates for actively engaging with AI to stimulate thought processes rather than passively accepting outputs. Huang believes the correct AI application can enhance cognitive capabilities.

A photo of NVIDIA’s Jensen Huang and Xiaomi’s Lei Jun has surfaced, sparking speculation about collaboration. NVIDIA offered a vague response about the image, and sources indicate it’s from a private client visit. The photo’s timing is unknown. This emerges before Huang’s expected appearance at the China International Supply Chain Expo. Huang and Lei have a history, dating back to 2013 when Huang promoted NVIDIA’s Tegra chips at a Xiaomi launch event, emphasizing the importance of the Chinese market.