According to the Wall Street Journal, NVIDIA is increasing its investment in 'physical AI' businesses such as robots and self-driving cars, with China becoming an important market for this strategy. Although the United States restricts NVIDIA from selling its most advanced AI chips to China, trade in some chips for the robotics and automotive sectors remains open. NVIDIA is building a physical AI factory with LG Group, and LG is making large purchases of its GPUs to establish a full-stack system. At the same time, NVIDIA is collaborating with numerous Chinese robotics and autonomous driving companies, with its chips and software stack aiding domestic firms in product development and algorithm training. Additionally, companies such as SenseTime and iFLYTEK are also making progress in the AI field.
