NVIDIA CEO Jensen Huang made his third visit to China this year, delivering a keynote in Mandarin at the opening of the 3rd China International Supply Chain Expo (CISCE). The tech executive spotlighted China's rapid AI advancements, specifically praising homegrown models from DeepSeek, Alibaba, and Tencent as globally competitive innovations developed entirely within China. Huang framed artificial intelligence as the new essential infrastructure - "like electricity" - that's fundamentally transforming every industry sector while creating fresh growth vectors across Chinese supply chains.
The appearance served as both a technological showcase and a strategic business move. Huang confirmed NVIDIA's imminent launch of U.S.-approved H20 AI chips for the Chinese market alongside upcoming GPU releases optimized for digital twin and graphics applications. His remarks emphasized NVIDIA's commitment to Chinese partnerships, describing the company's open-source AI contributions as catalysts for mutual progress. This courtship of the vital Chinese market comes as local tech giants accelerate the development of domestic AI solutions amid ongoing U.S. export controls.
Huang's high-profile participation - complete with Mandarin delivery - reflects NVIDIA's delicate balancing act in maintaining its substantial Chinese business interests (accounting for roughly 20% of revenue) while navigating complex geopolitical currents. The CEO's repeated 2024 visits, including January's employee celebrations and April's trade meetings, demonstrate a hands-on approach to safeguarding NVIDIA's position in the world's second-largest economy during an era of technological decoupling pressures. Industry analysts view this latest appearance as reinforcing NVIDIA's value proposition to Chinese partners - providing cutting-edge hardware within regulatory constraints while celebrating local innovation achievements.
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