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David Sacks says the US is beating China in every AI category except one: optimism "AI optimism in China is over 80%. They poll on the question, do you think AI will be more beneficial than harmful? Over 80% of Chinese people say yes. In the US that number...

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Asked by Ben Smith about how he views the politics of AI and the data center build out, Governor Josh Shapiro says: "AI is being developed. The real question is, is it going to be developed here in the US or in communist China? My view is that all of us should want it developed in the US. The US should lead on this. This is a national security issue. I think this is an issue that threatens our freedom if we allow China to overtake us when it comes to AI development."
2:36

Asked by Ben Smith about how he views the politics of AI and the data center build out, Governor Josh Shapiro says: "AI is being developed. The real question is, is it going to be developed here in the US or in communist China? My view is that all of us should want it developed in the US. The US should lead on this. This is a national security issue. I think this is an issue that threatens our freedom if we allow China to overtake us when it comes to AI development."

Semafor

99,123 görüntüleme • 8 ay önce

🔥BESSENT: "AMERICA WILL SOON CONTROL 80% OF GLOBAL COMPUTE" Treasury Secretary Scott Bessent said the US is roughly a year ahead of China in AI and that its share of global compute power will grow from around 60% to 80%. Bessent is personally leading the White House AI effort and says losing the race to China would be "unconscionable."
1:16

🔥BESSENT: "AMERICA WILL SOON CONTROL 80% OF GLOBAL COMPUTE" Treasury Secretary Scott Bessent said the US is roughly a year ahead of China in AI and that its share of global compute power will grow from around 60% to 80%. Bessent is personally leading the White House AI effort and says losing the race to China would be "unconscionable."

Coin Bureau

106,837 görüntüleme • 1 ay önce

NVIDIA CEO, Jensen Huang, warns that America's lead in AI is far from secure. He breaks down the US-China AI competition into what he calls a "five-layer cake." And while the US dominates some layers, Jensen sees critical vulnerabilities in others... 1) Energy: China has twice as much as the US despite a smaller economy. Which "makes no sense" to Jensen. 2) Chips: The US is "generations ahead," but Jensen warns against complacency. "Anybody who thinks China can't manufacture is missing the big idea." 3) Infrastructure: Standing up a data center in the US takes about three years. In China? "They can build a hospital in a weekend." 4) Models: US frontier models are "unquestionably world class," but "China is well ahead, way ahead on open source." 5) Applications: Public sentiment differs sharply. Ask both populations whether AI will do more good than harm, and "in their case 80% would say AI will do more good than harm. In our case, it'd be the other way around." Jensen's warning is clear. Leading in chips and frontier models isn't enough when you're behind on energy, infrastructure speed, open source, and public trust. Winning the AI race requires strength across the entire stack, and right now, the US has work to do.
1:39

NVIDIA CEO, Jensen Huang, warns that America's lead in AI is far from secure. He breaks down the US-China AI competition into what he calls a "five-layer cake." And while the US dominates some layers, Jensen sees critical vulnerabilities in others... 1) Energy: China has twice as much as the US despite a smaller economy. Which "makes no sense" to Jensen. 2) Chips: The US is "generations ahead," but Jensen warns against complacency. "Anybody who thinks China can't manufacture is missing the big idea." 3) Infrastructure: Standing up a data center in the US takes about three years. In China? "They can build a hospital in a weekend." 4) Models: US frontier models are "unquestionably world class," but "China is well ahead, way ahead on open source." 5) Applications: Public sentiment differs sharply. Ask both populations whether AI will do more good than harm, and "in their case 80% would say AI will do more good than harm. In our case, it'd be the other way around." Jensen's warning is clear. Leading in chips and frontier models isn't enough when you're behind on energy, infrastructure speed, open source, and public trust. Winning the AI race requires strength across the entire stack, and right now, the US has work to do.

Big Brain AI

59,540 görüntüleme • 8 ay önce

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.
1:20

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.

NIK

585,511 görüntüleme • 1 yıl önce

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
4:51

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

245,139 görüntüleme • 1 ay önce

"For the first time in 30 years, the US is ahead of China," Wedbush Securities managing director Dan Ives says on AI.
0:47

"For the first time in 30 years, the US is ahead of China," Wedbush Securities managing director Dan Ives says on AI.

Yahoo Finance

3,390,109 görüntüleme • 9 ay önce

America is winning the AI race against China. That is Dan Ives's assessment on the current situation, but he cautions that the US must continue to heavily invest in winning this competition.
1:58

America is winning the AI race against China. That is Dan Ives's assessment on the current situation, but he cautions that the US must continue to heavily invest in winning this competition.

Anthony Pompliano 🌪

65,855 görüntüleme • 3 ay önce

Anton Leicht breaks down why the entire US strategic position is now a leveraged bet on winning AGI: "The US strategic position is a leveraged bet on building AGI. You can see that the production pace in China of all these military assets they would need for a great power conflict with the US is just outpacing the US by a lot." "On a lot of the metrics, China is winning. On the AI metrics specifically, the US is winning." "It's extremely difficult to pitch the US on the strategic idea that they should initiate a pause, slowdown, treaty, anything that has to do with AI specifically, when the US thinks this is the one way for us to get out of this. This is the one way to accelerate past all the other developments in China." "RSI is in a real way the strategic endpoint of the current structure of the US stock market and US strategic investment." "It seems very hard to do this unilateral disarmament around this one specific tool that seems to put the US ahead, and then not do something that also attaches to hypersonic missile production and drone coordination and all these things that in the trend favor China instead." Anton Leicht
2:29

Anton Leicht breaks down why the entire US strategic position is now a leveraged bet on winning AGI: "The US strategic position is a leveraged bet on building AGI. You can see that the production pace in China of all these military assets they would need for a great power conflict with the US is just outpacing the US by a lot." "On a lot of the metrics, China is winning. On the AI metrics specifically, the US is winning." "It's extremely difficult to pitch the US on the strategic idea that they should initiate a pause, slowdown, treaty, anything that has to do with AI specifically, when the US thinks this is the one way for us to get out of this. This is the one way to accelerate past all the other developments in China." "RSI is in a real way the strategic endpoint of the current structure of the US stock market and US strategic investment." "It seems very hard to do this unilateral disarmament around this one specific tool that seems to put the US ahead, and then not do something that also attaches to hypersonic missile production and drone coordination and all these things that in the trend favor China instead." Anton Leicht

MTS

10,697 görüntüleme • 1 ay önce

🚨🇨🇳🇺🇸 CHINESE AI JUST BEAT AMERICAN AI INSIDE THE US CHINESE MODELS NOW HANDLE OVER 50% OF US COMPANY TOKEN TRAFFIC ON OPENROUTER ONE YEAR AGO THEIR SHARE WAS JUST 4.5% AMERICA IS LOSING THE AI RACE TO CHINA
0:28

🚨🇨🇳🇺🇸 CHINESE AI JUST BEAT AMERICAN AI INSIDE THE US CHINESE MODELS NOW HANDLE OVER 50% OF US COMPANY TOKEN TRAFFIC ON OPENROUTER ONE YEAR AGO THEIR SHARE WAS JUST 4.5% AMERICA IS LOSING THE AI RACE TO CHINA

Leshka.eth ⛩

29,851 görüntüleme • 1 ay önce

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.
0:41

China is trying to pop the US AI bubble. Xi just announced China will provide 30 countries with 5,000 AI training and seminar opportunities while building international AI application cooperation centers. China and the US have a different definition of "winning" the AI race. The US strategy: Spend trillions building and controlling the AI infrastructure the world will depend on through a proprietary ecosystem. China is taking the opposite approach: Build cheaper open-source models with similar performance and encourage the world to build on top of them. The bet is simple: The winner of AI will not necessarily be whoever owns the infrastructure. .... It will be whoever builds the best companies on top of it. Just like in the post-dot-com era... The biggest winners were companies like Amazon, Google, and Microsoft that built businesses on top of open infrastructure.

Lukas Ekwueme

196,872 görüntüleme • 26 gün önce

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?
6:50

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,029 görüntüleme • 8 ay önce

The most interesting thing in tech: A brief conversation with AI pioneer Kai-Fu Lee Lee about the tech dynamics between the US and China. Why, for one, is China so much more focused on open source AI?
5:14

The most interesting thing in tech: A brief conversation with AI pioneer Kai-Fu Lee Lee about the tech dynamics between the US and China. Why, for one, is China so much more focused on open source AI?

nxthompson

22,069 görüntüleme • 1 yıl önce

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.
4:27

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

Phil Trubey

72,743 görüntüleme • 4 ay önce

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 görüntüleme • 1 yıl önce

Nic discusses where the US and China stand in the quantum race. "China is probably investing in quantum more actively than the US. However, I think the US is just better at technology."
0:25

Nic discusses where the US and China stand in the quantum race. "China is probably investing in quantum more actively than the US. However, I think the US is just better at technology."

Delphi Digital

14,488 görüntüleme • 7 ay önce

Behind the scenes of our shoot in Beijing on AI in China Lots of humanoid robots — some more effective (and less creepy!) than others I asked one of the robots what she thinks of the race between the US and China on AI 🤖 Full report 👇
1:46

Behind the scenes of our shoot in Beijing on AI in China Lots of humanoid robots — some more effective (and less creepy!) than others I asked one of the robots what she thinks of the race between the US and China on AI 🤖 Full report 👇

Selina Wang

32,841 görüntüleme • 3 ay önce