➀ NVIDIA's DRIVE Orin SoC, a major player in the Chinese auto market, faces increasing competition from domestic chipmakers. ➁ NIO unveiled its in-house ADAS chip, Shenji NX9031, with 1,016 TOPS, challenging NVIDIA's dominance. ➂ Huawei's HiSilicon is set to announce a breakthrough development at its upcoming Connectivity Conference, potentially impacting NVIDIA's position in China's AI market.