$NVIDIA(NVDA.US)Jensen Huang emphasized in the interview that the Eastern market accounts for 0%, with two implications: the impact of the Eastern market has already been excluded; additional points can be added if there are any expectations.

Under the premise of absolute hardware advantage, it has already begun to expand as AI infrastructure among allies. In the future, it will become increasingly difficult for other chips to disrupt the ecosystem. Therefore, when the external environment is poor, anything created with national efforts not only wastes resources but also faces the dilemma of being unsellable.