market expectations

Jensen Huang Describes Chip Sales to China with Three Zeros

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Jensen Huang Describes Chip Sales to China with Three Zeros

1. Jensen Huang’s “sorrow”: The dual pressure of export restrictions and market expectations On November 20, Jensen Huang, founder and CEO of NVIDIA, appeared on Fox Business Channel. Despite presenting impressive third-quarter financial results, he still wore a worried expression. During the program, Huang candidly stated that the export restrictions imposed by the U.S. have … Read more

Will Humanoid Robots Today Be Like New Energy Vehicles Five Years Ago?

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Will Humanoid Robots Today Be Like New Energy Vehicles Five Years Ago?

1. Core Similarities Dimension New Energy Vehicles (2018-2019) Humanoid Robots (2024) Technological Breakthroughs Mature battery technology, reaching commercialization threshold Breakthroughs in AI large models + embodied intelligence, leveraging the electric vehicle supply chain Flagship Products Mass delivery of Tesla Model 3, defining smart electric vehicles Demonstration of walking/operational capabilities by Tesla Optimus, defining the prototype … Read more