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Delphi AI researcher Accelxr 👾 explains why access to Nvidia chips could slow China’s push for chip independence. “Getting them back on the Nvidia bridge should slow down their development, kind of paradoxically. It slows their sovereignty push, and any tightening actually accelerates their push to build out their... show more

Delphi Digital

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20,562 просмотров • 3 дней назад •via X (Twitter)

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Delphi AI researcher Accelxr 👾 explains why Nvidia’s move into open models could make it a competitor to its own customers. “Nvidia is best positioned to extract maximum throughput for their models out of their own tech stack.”

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Delphi AI researcher Accelxr 👾 explains why inference could strengthen China’s position despite its compute disadvantage. “If the axis of competition has actually shifted from the training side to the serving side, all of these innovations... make them better situated.”

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New Delphi Podcast with Accelxr 👾, author of our latest report on China’s AI labs He went into the research thinking China was mostly distilling US models and benchmark-maxing. He came out with a very different view We cover: – Why DeepSeek is doing real research, not just copying – How Chinese labs are optimizing below CUDA – Why China’s electricity advantage could matter more than chips – Whether cheap open-source models are part of a broader strategy – Why more Chinese AI talent is returning home – Whether restricting NVIDIA chips could actually accelerate China’s independence – What happens if China reaches full AI training sovereignty 00:00 Intro 00:35 Is China Innovating or Just Distilling? 06:10 DeepSeek and China’s Leading AI Labs 10:15 How China Is Working Around Weaker Chips 18:25 China’s Biggest AI Advantage: Electricity 29:45 Three Scenarios for the US-China AI Race 40:20 America’s AI Talent Advantage Is Reversing 47:45 China’s Path to AI Sovereignty Full episode:

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“Dr. Karp talks about chips and ontology. This is ontology for chips.” At AIPCon 11, NVIDIA reveals how it is partnering with Palantir to build and run their supply chain on Palantir.

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Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Wall Street Mav

69,786 просмотров • 6 месяцев назад

Nvidia CEO Jensen Huang breaks the myth: The US–China AI competition isn’t about one chip or one model, it’s a five-layer ecosystem. Energy, chips, infrastructure, models, applications. And on four of them, China is already ahead or catching up faster than sanctions can stop. When America bans, China builds. When export controls tighten, China accelerates. You don’t slow a rival by locking the gate, you only teach them how to build their own house.

Nvidia CEO Jensen Huang breaks the myth: The US–China AI competition isn’t about one chip or one model, it’s a five-layer ecosystem. Energy, chips, infrastructure, models, applications. And on four of them, China is already ahead or catching up faster than sanctions can stop. When America bans, China builds. When export controls tighten, China accelerates. You don’t slow a rival by locking the gate, you only teach them how to build their own house.

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If America wants to win the AI race, we need to stop holding back our technology. Sell our chips to everyone, even our adversaries. When the world builds on U.S. hardware, we control the platform and stay years ahead. Restricting Nvidia and AMD chips doesn’t hurt China; it just pushes them to build their own stack. That’s a strategic mistake. My message to lawmakers: don’t ban chips. Out-innovate the world and make them dependent on us. That’s how you win the technology war.

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🇺🇸🇨🇳 Trump on Nvidia chips and China: "They have a much higher level than H200. China needs it and yeah it came up. They choose not to buy because they want to develop their own. I think something could happen on that." Trump confirmed China wants chips beyond the H200 while simultaneously trying to build its own. That race just got more interesting.

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Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

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Greg Brockman on AI-designed chips and the future of compute >openai used their own models to design their chips, faster and probably better than human engineers >in the future everyone would have an agent that works 24/7 for them. Restriction: compute, at the moment

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“Anything that could be contested, push for it. Let the courts rule on this and we can take it all the way up to the top… I say push the envelope here, but the Democrats have to own it. If they don’t want to see their pet projects defunded, they have to come to the table.” Azoria CEO James Fishback says Russ Vought and OMB should use their shutdown powers to slash funding for Democrat projects and bring any legal resistance to the Supreme Court.

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We went inside Amazon's AI chip lab. Tucked inside an ordinary-looking office in Austin, Texas is a business taking on Nvidia. Amazon figured out how to design cutting-edge AI chips for its AWS customers, including some of AI's biggest stars, like Anthropic. Here's the breakdown: 0:00 Inside Amazon 1:12 The Amazon playbook 3:15 Why chips 5:52 How they build it 11:08 Why it matters to Amazon 13:43 The AI story 14:25 Where Nvidia fits 16:13 What it means for investors

We went inside Amazon's AI chip lab. Tucked inside an ordinary-looking office in Austin, Texas is a business taking on Nvidia. Amazon figured out how to design cutting-edge AI chips for its AWS customers, including some of AI's biggest stars, like Anthropic. Here's the breakdown: 0:00 Inside Amazon 1:12 The Amazon playbook 3:15 Why chips 5:52 How they build it 11:08 Why it matters to Amazon 13:43 The AI story 14:25 Where Nvidia fits 16:13 What it means for investors

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⚡️For the western media journalists and outlets, learn how to interview Israelis and push back on their false narrative. Watch how he crumbles on his own lies:

⚡️For the western media journalists and outlets, learn how to interview Israelis and push back on their false narrative. Watch how he crumbles on his own lies:

Suppressed News.

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