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China's electromechanical export dominated thru May, reaching 7.58T RMB, reaching 63.6% of China's total export by value. Electronic cloth, 800G+ optical module are some of the fastest growers Electronic industry itself contributed to 43% of total profit growth across all industrial enterprises. Equipment mfg overall grew by 14%. All... show more

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22,784 views • 18 days ago •via X (Twitter)

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More from NBS on industrial profit: Mfg profit up 20% YoY High-tech mfg up 44.7% YoY Electronics up 103.9% YoY (contributing 43% of total industrial profit growth) The 2 main drivers of global industrial profit are AI & New energy (due to SoH closure). There is always conspiracy theories online about China falsifying economic data. Why do ppl think that this AI boom can help SK & TW economy so much, but not the mainland China economy? there are new sectors. China spent a lot of money to get into these sectors & not be dependent on just real estate.

More from NBS on industrial profit: Mfg profit up 20% YoY High-tech mfg up 44.7% YoY Electronics up 103.9% YoY (contributing 43% of total industrial profit growth) The 2 main drivers of global industrial profit are AI & New energy (due to SoH closure). There is always conspiracy theories online about China falsifying economic data. Why do ppl think that this AI boom can help SK & TW economy so much, but not the mainland China economy? there are new sectors. China spent a lot of money to get into these sectors & not be dependent on just real estate.

tphuang

20,165 views • 17 days ago

From CRIC2025, China robotic association says revenue up 29.5% YoY thru 3 quarters. 595k industrial robots & 1.35m service robot have been produced. Already more than all of 2024. Since China's domestic industrial robot mkt was 302k in 2024, this leads to Q of just how much they are exporting? In 2024, China's domestic brands surpassed 50% of local mkt for the 1st time at 58.5%. Major breakthroughs in high end reducer, servo motor, Smart Control.

From CRIC2025, China robotic association says revenue up 29.5% YoY thru 3 quarters. 595k industrial robots & 1.35m service robot have been produced. Already more than all of 2024. Since China's domestic industrial robot mkt was 302k in 2024, this leads to Q of just how much they are exporting? In 2024, China's domestic brands surpassed 50% of local mkt for the 1st time at 58.5%. Major breakthroughs in high end reducer, servo motor, Smart Control.

tphuang

12,094 views • 8 months ago

Andy Xie understands China very well & he proposes certain areas that China can squeeze harder on US Inc in China if this gets uglier. Basically, he thinks China can live w/o America but not vice versa. This is not 2018 when China needed US chips & SMEs. To Chinese elites, chip war was a bigger shock to the system than the current trade war. China was not prepared in 2018 or 2022, but it is extremely prepared this time around. It might lose 0.5-1% in growth, but that's not a big deal in the overall scheme of things. China's tech sector cannot get crippled by further sanctions & that's why China can afford to play tough. If you do not understand this, then you are not fit to evaluate this entire tariff situation. China thinks America has very few card left, but it still has plenty of ways to hit back. These are not my sentiment. This is how China is thinking. If you don't like the message, don't attack me (the messenger).

Andy Xie understands China very well & he proposes certain areas that China can squeeze harder on US Inc in China if this gets uglier. Basically, he thinks China can live w/o America but not vice versa. This is not 2018 when China needed US chips & SMEs. To Chinese elites, chip war was a bigger shock to the system than the current trade war. China was not prepared in 2018 or 2022, but it is extremely prepared this time around. It might lose 0.5-1% in growth, but that's not a big deal in the overall scheme of things. China's tech sector cannot get crippled by further sanctions & that's why China can afford to play tough. If you do not understand this, then you are not fit to evaluate this entire tariff situation. China thinks America has very few card left, but it still has plenty of ways to hit back. These are not my sentiment. This is how China is thinking. If you don't like the message, don't attack me (the messenger).

tphuang

84,275 views • 1 year ago

China's largest seawater desalination testing facility has completed testing of 1st batch of domestically produced positive-displacement rotor type energy recovery devices. China currently produces > 3mt of fresh water/day via desalination, growing 10-15% per yr. Goal here is just to get the cost down for further deployment & for export globally

China's largest seawater desalination testing facility has completed testing of 1st batch of domestically produced positive-displacement rotor type energy recovery devices. China currently produces > 3mt of fresh water/day via desalination, growing 10-15% per yr. Goal here is just to get the cost down for further deployment & for export globally

tphuang

85,873 views • 10 days ago

Optical fiber is another huge constraint in AI DC expansion. YOFC is the mkt leader here, while Corning is the biggest player in US mkt. in Q1, China's sales here grew 35% YoY w/ oversea orders growing by 55% YoY. Demand is very high to North America & Southeast Asia. Suppliers fully booked until 2027Q1. Px for certain product up 650% YoY. In fact, supply is not coming online as fast as demand requires. Some major suppliers increasing product in 2026 includes HengTeng & Far East Smarter Energy. As AI DC go fully optical, demand for optical fiber grew exponentially. Note demand in SEA, where many American & Chinese big tech are building Data centers.

Optical fiber is another huge constraint in AI DC expansion. YOFC is the mkt leader here, while Corning is the biggest player in US mkt. in Q1, China's sales here grew 35% YoY w/ oversea orders growing by 55% YoY. Demand is very high to North America & Southeast Asia. Suppliers fully booked until 2027Q1. Px for certain product up 650% YoY. In fact, supply is not coming online as fast as demand requires. Some major suppliers increasing product in 2026 includes HengTeng & Far East Smarter Energy. As AI DC go fully optical, demand for optical fiber grew exponentially. Note demand in SEA, where many American & Chinese big tech are building Data centers.

tphuang

18,630 views • 2 months ago

China's frontline aircraft & naval radar using GaN MMIC for Power Amplifier, while US mostly uses GaA China achieved 119W GaN TR Module as early as 2008! America made strategic error in not moving faster. While F-35 moving to GaN w/ APG-85 China has major break thru w/ GaO MMIC So J-20/35 Power amplifier modules (used for electronic warfare and radar) is 1-gen ahead of current APG-77/79/81 on F-22/18EF/35 due to American complacency at a time when America was ahead of China in 3rd gen semiconductor material. Now that China is on par w/ Japan & ahead of America in 4th gen semi material (GaO & Diamond), it is also placing export control on Ga & Diamond to America. It will have significant advantage in EW & radar over USAF aircraft in the future. Remember, my comments about PTMS on J-36, this is why it's needed. The advantage of 4th gen semi material in RF cannot be utilized unless there is enough electrical power & associated cooling & electrical system to support. Thankfully for China, it is also world's leader in electrical system efficiency, power semiconductor, battery, high voltage systems & cooling. All this the result of its EV development obviously. Everything is connected. Electrification RF & power 4th gen semi High power EW

China's frontline aircraft & naval radar using GaN MMIC for Power Amplifier, while US mostly uses GaA China achieved 119W GaN TR Module as early as 2008! America made strategic error in not moving faster. While F-35 moving to GaN w/ APG-85 China has major break thru w/ GaO MMIC So J-20/35 Power amplifier modules (used for electronic warfare and radar) is 1-gen ahead of current APG-77/79/81 on F-22/18EF/35 due to American complacency at a time when America was ahead of China in 3rd gen semiconductor material. Now that China is on par w/ Japan & ahead of America in 4th gen semi material (GaO & Diamond), it is also placing export control on Ga & Diamond to America. It will have significant advantage in EW & radar over USAF aircraft in the future. Remember, my comments about PTMS on J-36, this is why it's needed. The advantage of 4th gen semi material in RF cannot be utilized unless there is enough electrical power & associated cooling & electrical system to support. Thankfully for China, it is also world's leader in electrical system efficiency, power semiconductor, battery, high voltage systems & cooling. All this the result of its EV development obviously. Everything is connected. Electrification RF & power 4th gen semi High power EW

tphuang

36,064 views • 1 year ago

China's governance model resonates with Pacific leaders "The answers to the development challenges faced by Vanuatu can all be found in China," said Charlot Salwai, former prime minister of Vanuatu. And he's not the only one who thinks so. In this video, Li Minggang, China's ambassador to Vanuatu, explains why Pacific leaders are looking to China's governance model. What is most appealing to China’s friends is "the two remarkable feats": growing the economy fast for over four decades and keeping society stable. It's a model, Li says, that more and more countries want to learn from.

China's governance model resonates with Pacific leaders "The answers to the development challenges faced by Vanuatu can all be found in China," said Charlot Salwai, former prime minister of Vanuatu. And he's not the only one who thinks so. In this video, Li Minggang, China's ambassador to Vanuatu, explains why Pacific leaders are looking to China's governance model. What is most appealing to China’s friends is "the two remarkable feats": growing the economy fast for over four decades and keeping society stable. It's a model, Li says, that more and more countries want to learn from.

China Says

2,160,608 views • 5 months ago

As BOE put China's 1st 8.6 Gen AMOLED line into production in Chengdu w/ 32k wpm, CCTV reports on China's growing Display industry. 2025 output - 800B RMB, 54% global share. Chengdu area cluster generated 109B RMB. China is still behind Samsung in OLED, but it's rapidly catching up w/ this latest AMOLED investment

As BOE put China's 1st 8.6 Gen AMOLED line into production in Chengdu w/ 32k wpm, CCTV reports on China's growing Display industry. 2025 output - 800B RMB, 54% global share. Chengdu area cluster generated 109B RMB. China is still behind Samsung in OLED, but it's rapidly catching up w/ this latest AMOLED investment

tphuang

25,406 views • 27 days ago

Satya Nadella was asked what Microsoft does when its AI revenue 10x's from $13B to $130B. He refused to answer in revenue - and named the only AGI benchmark he says counts "The first thing we have to observe is GDP growth. There's only one governor in all of this" "This is where a little bit of, we get ahead of ourselves with all this AGI hype" "The developed world is what, 2% growth? And if you adjust for inflation, it's zero. We have a real growth challenge" "When we say this is like the Industrial Revolution - that type of growth means to me 10%, 7%, developed world inflation adjusted, growing at 5%. That's the real marker" "The big winners here are not going to be tech companies. The winners are going to be the broader industry that uses this commodity" "Us self-claiming some AGI milestone - that's just nonsensical benchmark hacking to me. The real benchmark is the world growing at 10%" The CEO with one of the largest AI infrastructure bets on earth just told you to ignore every model benchmark and watch a single number: world GDP. By that test, nothing has happened yet. Developed-world growth is flat, and no lab's press release moves it. Real AGI shows up as the economy compounding at Industrial Revolution rates - or it isn't real.

Satya Nadella was asked what Microsoft does when its AI revenue 10x's from $13B to $130B. He refused to answer in revenue - and named the only AGI benchmark he says counts "The first thing we have to observe is GDP growth. There's only one governor in all of this" "This is where a little bit of, we get ahead of ourselves with all this AGI hype" "The developed world is what, 2% growth? And if you adjust for inflation, it's zero. We have a real growth challenge" "When we say this is like the Industrial Revolution - that type of growth means to me 10%, 7%, developed world inflation adjusted, growing at 5%. That's the real marker" "The big winners here are not going to be tech companies. The winners are going to be the broader industry that uses this commodity" "Us self-claiming some AGI milestone - that's just nonsensical benchmark hacking to me. The real benchmark is the world growing at 10%" The CEO with one of the largest AI infrastructure bets on earth just told you to ignore every model benchmark and watch a single number: world GDP. By that test, nothing has happened yet. Developed-world growth is flat, and no lab's press release moves it. Real AGI shows up as the economy compounding at Industrial Revolution rates - or it isn't real.

Karl Mehta

81,736 views • 12 days ago

#WATCH | Idukki, Kerala | Interacting with students of Marian College Kuttikkanam (Autonomous), Lok Sabha LoP Rahul Gandhi says, "Actually India is not successful at AI... There are two players in the AI game. The United States and China. India, unfortunately, whether it is in robotics, or Ai, or modern technology, is not really a major player. Certainly, when compared to the US or China. You saw that in the AI Summit itself, a Chinese robot was masquerading as an Indian robot. If you want to be powerful at AI, you have to control your own data... The US deal that has just been done by the Prime Minister has handed over our entire data to the United States... We have damaged our potential in AI tremendously over the last couple of weeks... Jobs in the services and software industry, which were the mainstay of our country, are going to be wiped out by AI. I am worried that a transition is taking place on the data, manufacturing, and mobility front, and we are just looking..." (Source: Marian College Kuttikkanam Official)

#WATCH | Idukki, Kerala | Interacting with students of Marian College Kuttikkanam (Autonomous), Lok Sabha LoP Rahul Gandhi says, "Actually India is not successful at AI... There are two players in the AI game. The United States and China. India, unfortunately, whether it is in robotics, or Ai, or modern technology, is not really a major player. Certainly, when compared to the US or China. You saw that in the AI Summit itself, a Chinese robot was masquerading as an Indian robot. If you want to be powerful at AI, you have to control your own data... The US deal that has just been done by the Prime Minister has handed over our entire data to the United States... We have damaged our potential in AI tremendously over the last couple of weeks... Jobs in the services and software industry, which were the mainstay of our country, are going to be wiped out by AI. I am worried that a transition is taking place on the data, manufacturing, and mobility front, and we are just looking..." (Source: Marian College Kuttikkanam Official)

ANI

133,105 views • 4 months ago

NEW 🚨 Joe Lonsdale at #RNDF: Creative destruction is our advantage over China in AI. Joe Lonsdale: "America has a natural advantage over China. First of all, we did make the breakthroughs here. They're very good at copying and catching up and altering them. But second, for AI to thrive, it requires creative destruction, right? It requires new businesses to outcompete old businesses. That's going to be very, very hard in China, where a lot of the local businesses being disrupted are owned by the local government. Officials are not going to allow that. Hopefully, we do allow it here. The big question is right now, today, there's over a thousand laws being proposed to regulate AI in our 50 states. If we just let all of these go through, we have different regulatory regimes in every state. It's actually going to not only damage growth in the US, it's not only going to put it in lots of really silly things, it's also going to damage our ability to defend ourselves because we're not going to win in AI against China if we block everything through these crazy regulatory schemes. This is a really big question."

NEW 🚨 Joe Lonsdale at #RNDF: Creative destruction is our advantage over China in AI. Joe Lonsdale: "America has a natural advantage over China. First of all, we did make the breakthroughs here. They're very good at copying and catching up and altering them. But second, for AI to thrive, it requires creative destruction, right? It requires new businesses to outcompete old businesses. That's going to be very, very hard in China, where a lot of the local businesses being disrupted are owned by the local government. Officials are not going to allow that. Hopefully, we do allow it here. The big question is right now, today, there's over a thousand laws being proposed to regulate AI in our 50 states. If we just let all of these go through, we have different regulatory regimes in every state. It's actually going to not only damage growth in the US, it's not only going to put it in lots of really silly things, it's also going to damage our ability to defend ourselves because we're not going to win in AI against China if we block everything through these crazy regulatory schemes. This is a really big question."

American Optimist

34,256 views • 7 months ago

This is why Tesla Optimus is going to be life’s “infinite money glitch” and people that understand this are going to make so much $, I don’t think $ will have a meaning when this is happening at scale. “I call Optimus the infinite money glitch. Humanoid robots will be three things that are growing exponentially multiplied by each other recursively. You are going to have exponential increase in digital intelligence, exponential increase in AI Chip capability, and exponential increase in electronic mechanical dexterity. The usefulness of the robot is roughly these three things multiplied by each other. Then the robots can start making the robots, so you have a recursive multiplicable exponential. This is Super Nova.”

This is why Tesla Optimus is going to be life’s “infinite money glitch” and people that understand this are going to make so much $, I don’t think $ will have a meaning when this is happening at scale. “I call Optimus the infinite money glitch. Humanoid robots will be three things that are growing exponentially multiplied by each other recursively. You are going to have exponential increase in digital intelligence, exponential increase in AI Chip capability, and exponential increase in electronic mechanical dexterity. The usefulness of the robot is roughly these three things multiplied by each other. Then the robots can start making the robots, so you have a recursive multiplicable exponential. This is Super Nova.”

Teslaconomics

157,852 views • 5 months ago

China's Organ Harvesting Industry It sounds like the plot of a horror film — healthy people murdered so sick people can have their organs. But our guest says it's not fiction. It's happening right now in China, and people from around the world are traveling there for what's known as "transplant tourism." Jan Jekielek is a journalist, senior editor at the Epoch Times, and host of American Thought Leaders. His New York Times best-selling book Killed to Order exposes the chilling reality behind China's organ harvesting industry — and why he believes this story demands urgent attention from all of us. Tune in to listen to this episode!

China's Organ Harvesting Industry It sounds like the plot of a horror film — healthy people murdered so sick people can have their organs. But our guest says it's not fiction. It's happening right now in China, and people from around the world are traveling there for what's known as "transplant tourism." Jan Jekielek is a journalist, senior editor at the Epoch Times, and host of American Thought Leaders. His New York Times best-selling book Killed to Order exposes the chilling reality behind China's organ harvesting industry — and why he believes this story demands urgent attention from all of us. Tune in to listen to this episode!

Moms for America

915,981 views • 2 months ago

The US and China are negotiating a 55% tariff on Beijing and 10% tariffs on Washington. What can we expect from that? Yesterday, we released a new tariff simulator at the OEC that automatically builds a report for any scenario. So we ran our model. In this case, it predicts China's total exports in 2027 would remain flat ($2.42T) and its total imports will grow to $2.13T. China would export about half a trillion less to the US, while growing its exports by about 30 billion each to Hong Kong, Japan, South Korea, Vietnam, India, and Germany. China would also continue to grow its imports of oil and other energy products, such as gas, coal briquettes, and refined petroleum, from Russia. In this scenario the US would increase its exports by about 14% and reduce its imports by about 20%. Mexico and Canada would benefit enormously, as trade between the US and them would increase respectively by $85B and $123B. But what's fun about this tool, is that it automatically gives you a report for any country. Curious about how this scenario might affect Indonesia? Just select Indonesia and click on generate report. Vietnam? Brazil? Spain? Do the same. You can explore these scenarios at the new OEC tariff simulator reports:

The US and China are negotiating a 55% tariff on Beijing and 10% tariffs on Washington. What can we expect from that? Yesterday, we released a new tariff simulator at the OEC that automatically builds a report for any scenario. So we ran our model. In this case, it predicts China's total exports in 2027 would remain flat ($2.42T) and its total imports will grow to $2.13T. China would export about half a trillion less to the US, while growing its exports by about 30 billion each to Hong Kong, Japan, South Korea, Vietnam, India, and Germany. China would also continue to grow its imports of oil and other energy products, such as gas, coal briquettes, and refined petroleum, from Russia. In this scenario the US would increase its exports by about 14% and reduce its imports by about 20%. Mexico and Canada would benefit enormously, as trade between the US and them would increase respectively by $85B and $123B. But what's fun about this tool, is that it automatically gives you a report for any country. Curious about how this scenario might affect Indonesia? Just select Indonesia and click on generate report. Vietnam? Brazil? Spain? Do the same. You can explore these scenarios at the new OEC tariff simulator reports:

César A. Hidalgo

16,439 views • 1 year ago

"Value capture is incredibly difficult, and the market is leaking its value at an unbelievable pace at all times." Eddy Lazzarin ☀️ with a counterintuitive take: "Entrepreneurs are so obsessed with value capture... not because it's serving their greed at every turn. It's actually because value capture is incredibly difficult." "There's this idea, something called Schumpeterian profits... According to Nordhaus, 97.8% of the value is externalized. Very little of the value is captured by the company." "Every price that's posted is an advertisement for other competitors to jump in. If you're charging a high price and a competitor sees that, that's just like a blinking, blaring red signal sign for them to jump in and compete." "Think of capitalism as this ship, and it's just sinking all the time, but we're building it faster than it's sinking. It's actually in a runaway feedback loop where it's growing and leaking at an accelerating pace... It's a perma-boom, perma-crisis at all times."

"Value capture is incredibly difficult, and the market is leaking its value at an unbelievable pace at all times." Eddy Lazzarin ☀️ with a counterintuitive take: "Entrepreneurs are so obsessed with value capture... not because it's serving their greed at every turn. It's actually because value capture is incredibly difficult." "There's this idea, something called Schumpeterian profits... According to Nordhaus, 97.8% of the value is externalized. Very little of the value is captured by the company." "Every price that's posted is an advertisement for other competitors to jump in. If you're charging a high price and a competitor sees that, that's just like a blinking, blaring red signal sign for them to jump in and compete." "Think of capitalism as this ship, and it's just sinking all the time, but we're building it faster than it's sinking. It's actually in a runaway feedback loop where it's growing and leaking at an accelerating pace... It's a perma-boom, perma-crisis at all times."

a16z crypto

10,959 views • 28 days ago

🇺🇦🇷🇺 "CHINA GAINS EVERYTHING FROM THE WAR DRAGGING ON IN UKRAINE" Alexander Rahr is of the view that China is nothing but incentivized to act in furtherance of an agenda to undermine all attempts to achieve peace in Ukraine. With the AI race, ambitions in Taiwan, and the rare earth mineral leverage being in play, China will likely position itself to vastly expand its empire at the expense of continued war in Europe. "China doesn't want Russia to win 100%, but China has these instruments. We are panicking when China only says that you have to wait until the next ship with resources reaches your countries. we are so dependent on China that we have to understand this. China has a lot of cards in its hand to play in this kind of war." Journalist and political scientist, Eurasien Gesellschaft

🇺🇦🇷🇺 "CHINA GAINS EVERYTHING FROM THE WAR DRAGGING ON IN UKRAINE" Alexander Rahr is of the view that China is nothing but incentivized to act in furtherance of an agenda to undermine all attempts to achieve peace in Ukraine. With the AI race, ambitions in Taiwan, and the rare earth mineral leverage being in play, China will likely position itself to vastly expand its empire at the expense of continued war in Europe. "China doesn't want Russia to win 100%, but China has these instruments. We are panicking when China only says that you have to wait until the next ship with resources reaches your countries. we are so dependent on China that we have to understand this. China has a lot of cards in its hand to play in this kind of war." Journalist and political scientist, Eurasien Gesellschaft

Mario Nawfal

22,918 views • 6 months 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.

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 • 3 months ago

Qullamaggie on Why You Are Losing Money Most of the Time “This is actually one thing I got from Peter Brandt on his blog. He explained it really nicely. I never thought about it before. The most successful traders and investors are gonna be in a drawdown most of the time. Like even this year, even though I'm up at least 500%, I've spent half of the year in a drawdown, at least. So expecting to be like peak equity all the time, it's just not gonna happen. You're gonna spend most of your time in a drawdown, even on a really good year. That's just how it works. You just need to realize it and you need to accept it. Look at something like AMZN, one of the best stocks like ever, in the history of the world. It's up what? 200,000% since the IPO. Now look at the amount of time it's been in a drawdown. out of the 23 years it's been public, it was in a drawdown for 15 years. NFLX out of 8 years, it has been in a drawdown almost half of the time. Being in a drawdown is normal. It’s not an anomaly. The question is how big of a drawdown are you gonna be in. I try to limit my drawdowns to 10-15% but sometimes they become more severe than that. Drawdowns, it's the nature of the game. If you want to have big returns, you are going to have drawdowns. If you don't have drawdowns, it means you don't take any risk. And if you don't take any risk, you won't have any returns.”

Qullamaggie on Why You Are Losing Money Most of the Time “This is actually one thing I got from Peter Brandt on his blog. He explained it really nicely. I never thought about it before. The most successful traders and investors are gonna be in a drawdown most of the time. Like even this year, even though I'm up at least 500%, I've spent half of the year in a drawdown, at least. So expecting to be like peak equity all the time, it's just not gonna happen. You're gonna spend most of your time in a drawdown, even on a really good year. That's just how it works. You just need to realize it and you need to accept it. Look at something like AMZN, one of the best stocks like ever, in the history of the world. It's up what? 200,000% since the IPO. Now look at the amount of time it's been in a drawdown. out of the 23 years it's been public, it was in a drawdown for 15 years. NFLX out of 8 years, it has been in a drawdown almost half of the time. Being in a drawdown is normal. It’s not an anomaly. The question is how big of a drawdown are you gonna be in. I try to limit my drawdowns to 10-15% but sometimes they become more severe than that. Drawdowns, it's the nature of the game. If you want to have big returns, you are going to have drawdowns. If you don't have drawdowns, it means you don't take any risk. And if you don't take any risk, you won't have any returns.”

Lone

22,190 views • 11 months ago