Leading in the deployment of industrial AI for high-speed trains, mining, and autonomous driving despite US export controls.

Smart driving system was noted as inferior in vision-based routing and complex maneuvering compared to Tesla's FSD.

Strongly bearish view due to persistent backdoors and security vulnerabilities in network infrastructure.

Mentioned as a source of intense competition in the chip industry, aggressively building its own native chip ecosystem as part of China's efforts.

While being restricted from China hurts NVIDIA's revenue, the bigger risk is that it forces Chinese developers to build a competitive ecosystem around a local player like Huawei, potentially creating a robust global competitor.