EPISODE · Jul 17, 2025 · 9 MIN
当黄仁勋换上唐装
from 虎嗅·商业有味道
7月16日，黄仁勋在北京出席了“链博会”，罕见地以一身唐装示人，并首次尝试使用中文演讲。自抵达北京以来，对于中国AI产业及厂商的赞美，贯穿于他每一次公开露面中。但此次到访，他并没有用太多篇幅去渲染英伟达GPU的重要性。那么，在美国对华半导体限制的基调下，英伟达的对华叙事和策略，发生了哪些调整？终于解禁的H20芯片和B30芯片，还有多大的市场空间？除了硬件之外，老黄还打算在中国卖点什么，来维持住这个频繁受政策变动影响的市场？【时间轴】00:59 黄仁勋高调示好中国，却被美国商务部长泼了冷水04:25 B30芯片“反向升级”，英伟达押宝中国具身智能07:29 CUDA“被动兼容”，英伟达为何松口？
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当黄仁勋换上唐装
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