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🇨🇳 🇺🇸 CHINA'S AI STACK IS GETTING DANGEROUSLY COMPETITIVE. Huawei's Ascend chips are now powering DeepSeek at a fraction of Western inference costs. The result: DeepSeek just made its 75% API price cut permanent on DeepSeek-V4-Pro. This is not a promotion. This is the new floor. The full vertical...

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China just made Silicon Valley's entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here's what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic's best models. At 1/7th the price. And for the first time ever, it was built on Chinese chips. NOT American ones. That last part is the one that terrifies the west. For context: Since 2022, the US has banned the export of advanced AI chips to China. The entire strategy was built on the assumption that if China can't access Nvidia's best hardware, they can't build frontier AI. But DeepSeek just proved that assumption wrong. Their V4 model was trained and runs on Huawei's Ascend chips. Huawei spent months working directly with DeepSeek to make sure V4 runs across their entire line of AI processors. Jensen Huang even predicted this on a recent podcast: "The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation." That day was yesterday. And the numbers are crazy: DeepSeek V4 costs $3.48 per million output tokens. OpenAI's latest model GPT-5.5 costs $30. Anthropic's Claude charges $25. Same ballpark performance. 7x cheaper. Uber's CTO just admitted they burned through their ENTIRE 2026 AI budget in 4 months using Anthropic's tools. If Uber had used DeepSeek instead, that same budget would have lasted 7 YEARS. 4 months vs 7 years. Same work getting done. But the pricing isn't even the big thing here. The real story is what DeepSeek did with their technical report: They published the benchmarks where they LOSE. Every AI company cherry-picks the tests where their model wins. DeepSeek ran the full comparison against GPT-5.4 and Google's Gemini, found they trail frontier models by 3 to 6 months, and printed it anyway. They literally don't care because the price gap makes the performance gap irrelevant for 90% of use cases. So the US export controls didn't slow China down. They ACCELERATED China's independence. Because Chinese developers were FORCED to train models with limited resources, they had to figure out how to make AI radically more efficient. That constraint became their competitive advantage. Every generation of DeepSeek has gotten dramatically cheaper to train. V4 continues the trend. Meanwhile US companies are going the OPPOSITE direction: OpenAI's GPT-5.5 Pro costs $180 per million output tokens. That's 51x more expensive than DeepSeek V4 for comparable work. The Commerce Secretary confirmed this week that ZERO Nvidia advanced chip shipments have actually gone through to China despite being approved in January. So China built frontier AI anyway. Without American chips. At a fraction of the cost. And the market response tells you everything: Chinese chipmaker SMIC surged 10%. Huahong Semiconductor jumped 15%. DeepSeek's Chinese AI competitors Zhipu AI and MiniMax dropped 9% because V4 is destroying them too. DeepSeek is making Silicon Valley's pricing model look like a scam. US tech companies spent $650 billion on AI infrastructure this year. DeepSeek just showed the world you can match their output for pennies. The export controls were supposed to be America's ace card. Instead they taught China how to win without American chips, at American prices nobody can compete with. Jensen Huang was right. This is a horrible outcome. But it's the outcome America built for itself.
1:06

China just made Silicon Valley's entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here's what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic's best models. At 1/7th the price. And for the first time ever, it was built on Chinese chips. NOT American ones. That last part is the one that terrifies the west. For context: Since 2022, the US has banned the export of advanced AI chips to China. The entire strategy was built on the assumption that if China can't access Nvidia's best hardware, they can't build frontier AI. But DeepSeek just proved that assumption wrong. Their V4 model was trained and runs on Huawei's Ascend chips. Huawei spent months working directly with DeepSeek to make sure V4 runs across their entire line of AI processors. Jensen Huang even predicted this on a recent podcast: "The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation." That day was yesterday. And the numbers are crazy: DeepSeek V4 costs $3.48 per million output tokens. OpenAI's latest model GPT-5.5 costs $30. Anthropic's Claude charges $25. Same ballpark performance. 7x cheaper. Uber's CTO just admitted they burned through their ENTIRE 2026 AI budget in 4 months using Anthropic's tools. If Uber had used DeepSeek instead, that same budget would have lasted 7 YEARS. 4 months vs 7 years. Same work getting done. But the pricing isn't even the big thing here. The real story is what DeepSeek did with their technical report: They published the benchmarks where they LOSE. Every AI company cherry-picks the tests where their model wins. DeepSeek ran the full comparison against GPT-5.4 and Google's Gemini, found they trail frontier models by 3 to 6 months, and printed it anyway. They literally don't care because the price gap makes the performance gap irrelevant for 90% of use cases. So the US export controls didn't slow China down. They ACCELERATED China's independence. Because Chinese developers were FORCED to train models with limited resources, they had to figure out how to make AI radically more efficient. That constraint became their competitive advantage. Every generation of DeepSeek has gotten dramatically cheaper to train. V4 continues the trend. Meanwhile US companies are going the OPPOSITE direction: OpenAI's GPT-5.5 Pro costs $180 per million output tokens. That's 51x more expensive than DeepSeek V4 for comparable work. The Commerce Secretary confirmed this week that ZERO Nvidia advanced chip shipments have actually gone through to China despite being approved in January. So China built frontier AI anyway. Without American chips. At a fraction of the cost. And the market response tells you everything: Chinese chipmaker SMIC surged 10%. Huahong Semiconductor jumped 15%. DeepSeek's Chinese AI competitors Zhipu AI and MiniMax dropped 9% because V4 is destroying them too. DeepSeek is making Silicon Valley's pricing model look like a scam. US tech companies spent $650 billion on AI infrastructure this year. DeepSeek just showed the world you can match their output for pennies. The export controls were supposed to be America's ace card. Instead they taught China how to win without American chips, at American prices nobody can compete with. Jensen Huang was right. This is a horrible outcome. But it's the outcome America built for itself.

Ricardo

279,664 views • 2 months ago

Find out how DeepSeek, a Chinese AI chatbot has sent Silicon Valley in a tizzy. Reportedly made at a fraction of the cost of its rivals, DeepSeek launched last week has already become the most downloaded free app in the US. #DeepSeek #AI #NVIDIAcrash #ChineseAI #SiliconValley #Trump #IndiaTodayMagazine
1:08

Find out how DeepSeek, a Chinese AI chatbot has sent Silicon Valley in a tizzy. Reportedly made at a fraction of the cost of its rivals, DeepSeek launched last week has already become the most downloaded free app in the US. #DeepSeek #AI #NVIDIAcrash #ChineseAI #SiliconValley #Trump #IndiaTodayMagazine

IndiaToday

31,671 views • 1 year ago

China's DeepSeek AI is just the tip of the iceberg. China has surpassed the US in more ways than one: High-tech, high-speed rail, renewable energy, life expectancy to name just a few. DeepSeek exposes how the US empire is on a race to the bottom in every single field.
2:36

China's DeepSeek AI is just the tip of the iceberg. China has surpassed the US in more ways than one: High-tech, high-speed rail, renewable energy, life expectancy to name just a few. DeepSeek exposes how the US empire is on a race to the bottom in every single field.

Danny Haiphong

56,948 views • 1 year ago

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence
1:12

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

Reuters

47,749 views • 2 months ago

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence
1:59

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

Reuters Business

653,757 views • 2 months ago

watched through the entire interview these guys aren't in the same league. jensen plays to win. dwarkesh has been one shotted by mythos marketing. in a way its jensen arguing against dario by proxy. think there's a fundamental underestimation that most ppl in the west have about huawei. they are a freak monster powerhouse and jensen is 100% correct in wanting to push nvidia in china versus letting huawei eat the domestic market. the worst outcome for the US would be for deepseek to be trained 100% on huawei chips versus a china that is dependent on the nvidia stack.
3:58

watched through the entire interview these guys aren't in the same league. jensen plays to win. dwarkesh has been one shotted by mythos marketing. in a way its jensen arguing against dario by proxy. think there's a fundamental underestimation that most ppl in the west have about huawei. they are a freak monster powerhouse and jensen is 100% correct in wanting to push nvidia in china versus letting huawei eat the domestic market. the worst outcome for the US would be for deepseek to be trained 100% on huawei chips versus a china that is dependent on the nvidia stack.

factorydoge

542,839 views • 2 months ago

GenZ Pop Quiz🔬 | DeepSeek Leads the AI Wave: Career Challenges or Blue Ocean of Opportunities? Chinese tech companies like DeepSeek are making a massive splash on the world stage, totally redefining China's place in the global tech scene. Chinese AI isn't just a wave—it's a tidal wave! But what does this mean for us? Are we facing a career challenge or diving into a sea of opportunities? Let's find out what China's young people have to say!🌟 #DeepSeek #AI #China ChitChat China🇨🇳🇺🇸 薛剑XueJian 顾昭岳 Zhang Heqing Zhang Meifang
5:24

GenZ Pop Quiz🔬 | DeepSeek Leads the AI Wave: Career Challenges or Blue Ocean of Opportunities? Chinese tech companies like DeepSeek are making a massive splash on the world stage, totally redefining China's place in the global tech scene. Chinese AI isn't just a wave—it's a tidal wave! But what does this mean for us? Are we facing a career challenge or diving into a sea of opportunities? Let's find out what China's young people have to say!🌟 #DeepSeek #AI #China ChitChat China🇨🇳🇺🇸 薛剑XueJian 顾昭岳 Zhang Heqing Zhang Meifang

Journey Album GBA

523,201 views • 1 year ago

🇨🇳 CHINA IS ALMOST READY TO UNDERCUT THE WORLD'S BEST AI MODELS. Six months ago, that sounded impossible. Today GLM-5.2 is open source and costs a fraction of frontier models. Zhipu's co-founder says Fable-class Chinese AI comes even sooner than people think. This is the same playbook China ran on solar, on steel, on EVs. Build it cheaper. Give it away. Take the market. If China delivers frontier AI at a fraction of the price, the economics holding up the U.S. AI market start to crack.
0:20

🇨🇳 CHINA IS ALMOST READY TO UNDERCUT THE WORLD'S BEST AI MODELS. Six months ago, that sounded impossible. Today GLM-5.2 is open source and costs a fraction of frontier models. Zhipu's co-founder says Fable-class Chinese AI comes even sooner than people think. This is the same playbook China ran on solar, on steel, on EVs. Build it cheaper. Give it away. Take the market. If China delivers frontier AI at a fraction of the price, the economics holding up the U.S. AI market start to crack.

CryptoGoos

46,601 views • 9 days ago

JENSEN HUANG: THE AMERICAN TECH STACK IS HOW WE WIN THE AI RACE "DeepSeek when it came out, it was a great win for the United States. Imagine if DeepSeek came out and only ran on Huawei. The fact of the matter is American tech stack all over the world being the world's standard is vital to the future of winning the AI race. You can't do it any other way, as you know, any computing platform wins because of developers, and half of the world's developers are in China." Source: The All-In Podcast
0:39

JENSEN HUANG: THE AMERICAN TECH STACK IS HOW WE WIN THE AI RACE "DeepSeek when it came out, it was a great win for the United States. Imagine if DeepSeek came out and only ran on Huawei. The fact of the matter is American tech stack all over the world being the world's standard is vital to the future of winning the AI race. You can't do it any other way, as you know, any computing platform wins because of developers, and half of the world's developers are in China." Source: The All-In Podcast

Mario Nawfal

45,238 views • 10 months ago

What's the Big Deal with DeepSeek in AI? Here's why DeepSeek is making everyone take notice: 1. Super Smart on a Budget: DeepSeek showed you can make awesome AI without breaking the bank. Their latest model, DeepSeek-V3, was trained for only about $10 million, which is a lot less than the usual big bucks spent on AI, like the rumored $78 million for some of OpenAI's models. They did this in just two months with fewer fancy computers. 2. Open for Everyone: DeepSeek isn't keeping their tech a secret. They've made it open-source, meaning anyone can use, tweak, and learn from it. It's like they're saying, "Come join the party!" 3. Beating the Big Names: DeepSeek-V3 has done better than some top dogs from companies like OpenAI and Google in solving puzzles, math, and coding. This proves you can get great AI results without spending a fortune. 4. Challenging NVIDIA: NVIDIA's chips are usually the choice for AI because they're really powerful. But since DeepSeek did so well with less expensive chips, it might make people think twice about always going for NVIDIA's priciest options. 5. The DeepSeek Crew: The team at DeepSeek is young and smart, mostly from top Chinese schools, with brains in physics, math, and computer science. They learned AI in about six months by themselves! They use first principle thinking, which means they break down problems to the basics and build from there. This has helped them come up with cool new ways to do AI. 6. Changing AI for Good: DeepSeek is showing that AI can be cheaper and more open to everyone. They're changing how we think AI should be made and shared, which could shake up the whole AI world. So, as we watch DeepSeek, it's clear they're not just another player; they're changing the rules of the game. I predicted that this would be a make or break year for all the massive investments made in AI by American VC's. A few weeks later, DeepSeek happens! Watch the rest of my predictions in my 2025 outlook video . Link in replies #AIInnovation #DeepSeek #NVIDIA #OpenAI #TechDisruption
0:44

What's the Big Deal with DeepSeek in AI? Here's why DeepSeek is making everyone take notice: 1. Super Smart on a Budget: DeepSeek showed you can make awesome AI without breaking the bank. Their latest model, DeepSeek-V3, was trained for only about $10 million, which is a lot less than the usual big bucks spent on AI, like the rumored $78 million for some of OpenAI's models. They did this in just two months with fewer fancy computers. 2. Open for Everyone: DeepSeek isn't keeping their tech a secret. They've made it open-source, meaning anyone can use, tweak, and learn from it. It's like they're saying, "Come join the party!" 3. Beating the Big Names: DeepSeek-V3 has done better than some top dogs from companies like OpenAI and Google in solving puzzles, math, and coding. This proves you can get great AI results without spending a fortune. 4. Challenging NVIDIA: NVIDIA's chips are usually the choice for AI because they're really powerful. But since DeepSeek did so well with less expensive chips, it might make people think twice about always going for NVIDIA's priciest options. 5. The DeepSeek Crew: The team at DeepSeek is young and smart, mostly from top Chinese schools, with brains in physics, math, and computer science. They learned AI in about six months by themselves! They use first principle thinking, which means they break down problems to the basics and build from there. This has helped them come up with cool new ways to do AI. 6. Changing AI for Good: DeepSeek is showing that AI can be cheaper and more open to everyone. They're changing how we think AI should be made and shared, which could shake up the whole AI world. So, as we watch DeepSeek, it's clear they're not just another player; they're changing the rules of the game. I predicted that this would be a make or break year for all the massive investments made in AI by American VC's. A few weeks later, DeepSeek happens! Watch the rest of my predictions in my 2025 outlook video . Link in replies #AIInnovation #DeepSeek #NVIDIA #OpenAI #TechDisruption

Dr Ola Brown

83,394 views • 1 year ago

Jensen Huang just made the most direct argument of his career about why banning Nvidia from China is not a national security strategy but rather a national security failure. Dwarkesh asks why Nvidia should be allowed to sell chips to China at all, if China would just use Huawei chips without them. Jensen's answer was that in the absence of a better choice, you take the only choice you have. As long as China has to settle for inferior chips, they are building their AI infrastructure on a foundation that is slower, harder to program, and years behind American technology. The moment the US decides to ban Nvidia from selling to China entirely, it removes that disadvantage. China is 40 percent of the global technology industry, Jensen said. Conceding that market, handing it entirely to Huawei is a disservice to American national security, American technology leadership, and American economic power. The data shows what has already happened since the export bans tightened. Nvidia's share of China's AI chip market collapsed from 95 percent to 55 percent in 2025 and at one point during the H20 ban, Jensen himself declared Nvidia had gone from 95 percent share to zero on advanced accelerators. The Trump administration's ban on H20 chips cost Nvidia an estimated 15 billion dollars in lost sales, plus a 4.5 billion dollar inventory write-down. Without the export controls, Nvidia was on track to generate roughly 23 billion dollars in H20 chip sales to China in 2025 alone. Meanwhile Huawei shipped 812,000 AI chips in 2025 and Beijing has now mandated that all state-funded data centers must switch to domestic chips. Jensen's deeper argument is about the global stack, not the quarterly revenue. When developers around the world build AI on CUDA, Nvidia's programming platform, they are building on American technology. When those AI models deploy into every country, the American stack goes with them. Cutting Nvidia out of China does not slow Chinese AI but rather accelerates the construction of a parallel Chinese tech stack that, once built at scale, competes with American technology everywhere else in the world.
1:42

Jensen Huang just made the most direct argument of his career about why banning Nvidia from China is not a national security strategy but rather a national security failure. Dwarkesh asks why Nvidia should be allowed to sell chips to China at all, if China would just use Huawei chips without them. Jensen's answer was that in the absence of a better choice, you take the only choice you have. As long as China has to settle for inferior chips, they are building their AI infrastructure on a foundation that is slower, harder to program, and years behind American technology. The moment the US decides to ban Nvidia from selling to China entirely, it removes that disadvantage. China is 40 percent of the global technology industry, Jensen said. Conceding that market, handing it entirely to Huawei is a disservice to American national security, American technology leadership, and American economic power. The data shows what has already happened since the export bans tightened. Nvidia's share of China's AI chip market collapsed from 95 percent to 55 percent in 2025 and at one point during the H20 ban, Jensen himself declared Nvidia had gone from 95 percent share to zero on advanced accelerators. The Trump administration's ban on H20 chips cost Nvidia an estimated 15 billion dollars in lost sales, plus a 4.5 billion dollar inventory write-down. Without the export controls, Nvidia was on track to generate roughly 23 billion dollars in H20 chip sales to China in 2025 alone. Meanwhile Huawei shipped 812,000 AI chips in 2025 and Beijing has now mandated that all state-funded data centers must switch to domestic chips. Jensen's deeper argument is about the global stack, not the quarterly revenue. When developers around the world build AI on CUDA, Nvidia's programming platform, they are building on American technology. When those AI models deploy into every country, the American stack goes with them. Cutting Nvidia out of China does not slow Chinese AI but rather accelerates the construction of a parallel Chinese tech stack that, once built at scale, competes with American technology everywhere else in the world.

Milk Road AI

21,133 views • 2 months ago

SITUATION EXPLAINED: American AI labs are worth ~$1T each. Chinese AI labs are worth tens of billions. What explains the gap? • Moonshot AI (Kimi) raising $2B at $30B, its third financing in six months • OpenAI and Anthropic: both around $1T • DeepSeek and Moonshot: tens of billions... one to two orders of magnitude smaller • DeepSeek rumored at ~$200M ARR • Chinese models don't compete on capability, they compete on price Theo Jaffee: "Markets are probably pricing in OpenAI and Anthropic kicking off recursive self-improvement first. The niche of DeepSeek and Moonshot is not that they're better... it's that they're much, much cheaper. Which is good for enterprise applications. But it's not as good for kicking off the singularity."
1:55

SITUATION EXPLAINED: American AI labs are worth ~$1T each. Chinese AI labs are worth tens of billions. What explains the gap? • Moonshot AI (Kimi) raising $2B at $30B, its third financing in six months • OpenAI and Anthropic: both around $1T • DeepSeek and Moonshot: tens of billions... one to two orders of magnitude smaller • DeepSeek rumored at ~$200M ARR • Chinese models don't compete on capability, they compete on price Theo Jaffee: "Markets are probably pricing in OpenAI and Anthropic kicking off recursive self-improvement first. The niche of DeepSeek and Moonshot is not that they're better... it's that they're much, much cheaper. Which is good for enterprise applications. But it's not as good for kicking off the singularity."

MTS

11,559 views • 20 days ago

China's DeepSeek is a Sputnik moment for the American AI industry. Now it's time to INNOVATE and outcompete China.
21:23

China's DeepSeek is a Sputnik moment for the American AI industry. Now it's time to INNOVATE and outcompete China.

Ben Shapiro

603,077 views • 1 year ago

🚨🇺🇸🇨🇳 MICROSOFT & OPENAI SUSPECT DEEPSEEK OF “BORROWING” THEIR TECH Microsoft and OpenAI are investigating whether DeepSeek, a Chinese AI startup, helped itself to OpenAI’s data using its API. Microsoft’s security team flagged suspicious large-scale data extraction in late 2023, suggesting DeepSeek may have sneakily bypassed restrictions to grab more than it paid for. Not-so-coincidentally, DeepSeek just dropped “R1,” an AI model that supposedly rivals OpenAI, Google, and Meta—at a fraction of the cost. The news sent tech stocks into meltdown mode, erasing nearly $1 trillion from companies like Microsoft, Nvidia, Oracle, and Google. Investors weren’t thrilled about a potential AI leapfrogging moment. Trump’s AI czar David Sacks: "There’s substantial evidence that what DeepSeek did here is they distilled knowledge out of OpenAI models and I don’t think OpenAI is very happy about this.” OpenAI isn’t naming names but warns China is constantly trying to siphon off US AI tech and says it’s working with the US government to lock things down. Source: Bloomberg Media Source: Reuters
1:23

🚨🇺🇸🇨🇳 MICROSOFT & OPENAI SUSPECT DEEPSEEK OF “BORROWING” THEIR TECH Microsoft and OpenAI are investigating whether DeepSeek, a Chinese AI startup, helped itself to OpenAI’s data using its API. Microsoft’s security team flagged suspicious large-scale data extraction in late 2023, suggesting DeepSeek may have sneakily bypassed restrictions to grab more than it paid for. Not-so-coincidentally, DeepSeek just dropped “R1,” an AI model that supposedly rivals OpenAI, Google, and Meta—at a fraction of the cost. The news sent tech stocks into meltdown mode, erasing nearly $1 trillion from companies like Microsoft, Nvidia, Oracle, and Google. Investors weren’t thrilled about a potential AI leapfrogging moment. Trump’s AI czar David Sacks: "There’s substantial evidence that what DeepSeek did here is they distilled knowledge out of OpenAI models and I don’t think OpenAI is very happy about this.” OpenAI isn’t naming names but warns China is constantly trying to siphon off US AI tech and says it’s working with the US government to lock things down. Source: Bloomberg Media Source: Reuters

Mario Nawfal

822,553 views • 1 year ago

Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.
0:48

Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.

Yuchen Jin

2,361,970 views • 8 months ago

🇨🇳 🇺🇸 CHINA JUST LANDED ANOTHER BLOW ON THE US STORAGE CARTEL. Huawei is closing the gap on Samsung without access to American tech. Samsung stacks storage chips up to 400+ layers high, the most advanced in the world. Huawei has been banned from buying that tech since 2019. China's best domestic alternative tops out at 232 layers, almost half the density. So Huawei stopped trying to win the layer race. Instead they invented a new way to pack chips onto the circuit board itself. More chips, smaller footprint, none of the expensive packaging. The result: a 122TB AI storage drive that nearly matches Samsung's flagship. Built with inferior chips. Cheaper to produce. A 245TB version is already in the pipeline. Every export ban produces a domestic workaround. Every restriction funnels more revenue into Chinese chipmakers, who reinvest it into closing the gap. Washington wanted to slow China down. Instead it forced them to innovate.
0:20

🇨🇳 🇺🇸 CHINA JUST LANDED ANOTHER BLOW ON THE US STORAGE CARTEL. Huawei is closing the gap on Samsung without access to American tech. Samsung stacks storage chips up to 400+ layers high, the most advanced in the world. Huawei has been banned from buying that tech since 2019. China's best domestic alternative tops out at 232 layers, almost half the density. So Huawei stopped trying to win the layer race. Instead they invented a new way to pack chips onto the circuit board itself. More chips, smaller footprint, none of the expensive packaging. The result: a 122TB AI storage drive that nearly matches Samsung's flagship. Built with inferior chips. Cheaper to produce. A 245TB version is already in the pipeline. Every export ban produces a domestic workaround. Every restriction funnels more revenue into Chinese chipmakers, who reinvest it into closing the gap. Washington wanted to slow China down. Instead it forced them to innovate.

CryptoGoos

563,176 views • 1 month ago

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.
2:32

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

Ask Perplexity

156,952 views • 8 months ago

DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.
2:48

DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.

Harper Carroll

13,422 views • 1 year ago