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From “We will not allow China to develop AI using our chips” to “We cannot give the entire chip market to Huawei so it can fund further development to out compete US chips” This is how admitting defeat sounds like 🤣

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David Lee

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129,989 просмотров • 11 месяцев назад •via X (Twitter)

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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.
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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.

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.Rep. Brian Mast: We are in an AI Arms Race with China—Any 🇺🇸 advanced AI chip exported to China can and will be used against us and our allies. My bill will keep our advanced AI chips out of the hands of Chinese commies and further boost President Trump’s America First agenda.
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.Rep. Brian Mast: We are in an AI Arms Race with China—Any 🇺🇸 advanced AI chip exported to China can and will be used against us and our allies. My bill will keep our advanced AI chips out of the hands of Chinese commies and further boost President Trump’s America First agenda.

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🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.
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🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

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$TSLA ELON MUSK: “One thing I’m trying to figure out is how to make enough chips, maybe we’ll work with Intel, but even whe we extrapolate the best case scenario for chip production form our suppliers. it is still not enough. I cant see any other way to get to the volume of chips we are looking for, so i think we will have to build a gigantic chip fab.” Tesla getting into the chip game 👀
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$TSLA ELON MUSK: “One thing I’m trying to figure out is how to make enough chips, maybe we’ll work with Intel, but even whe we extrapolate the best case scenario for chip production form our suppliers. it is still not enough. I cant see any other way to get to the volume of chips we are looking for, so i think we will have to build a gigantic chip fab.” Tesla getting into the chip game 👀

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Dario Amodei is so against selling US chips to China. "It's really scary and we have to stop it."
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President Trump is ordering US chip designers to stop selling chips to China, according to a report from the Financial Times.
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The CEO Anthropic AI just said he DOES NOT think we should be selling AI chips to China 🇨🇳 "I think it's completely nuts...It's very important that we defeat China in this technology."
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The CEO Anthropic AI just said he DOES NOT think we should be selling AI chips to China 🇨🇳 "I think it's completely nuts...It's very important that we defeat China in this technology."

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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.
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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.

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From the horse's mouth. Gina Raimondo, previous US Secretary of Commerce, on how sanctions on Huawei were completely ineffective ( "[We] thought we were going to hobble Huawei, it came back stronger than ever, making incredible chips" She also added that "a lesson we can learn from China is that they invest in the talent... whereas we don't have an effective workforce system in this country, we incentivize attendance... we send everyone to college [and] people don't have skills for jobs. China is incredibly intentional... There is a lot we can learn from China."
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From the horse's mouth. Gina Raimondo, previous US Secretary of Commerce, on how sanctions on Huawei were completely ineffective ( "[We] thought we were going to hobble Huawei, it came back stronger than ever, making incredible chips" She also added that "a lesson we can learn from China is that they invest in the talent... whereas we don't have an effective workforce system in this country, we incentivize attendance... we send everyone to college [and] people don't have skills for jobs. China is incredibly intentional... There is a lot we can learn from China."

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BAD NEWS FROM US-CHINA SUMMIT 🇺🇸🇨🇳 President Trump said China “chose not to buy” NVIDIA $NVDA H200 chips despite U.S. approval. China prefers to develop its own semiconductor chips rather than rely on foreign suppliers like NVIDIA.

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China is on the verge of cracking the US's advanced microchip monopoly. Behind the scenes, Americans are PANICKING. And that's why they issued an insane "order" last week, saying that NO ONE ANYWHERE IN THE WORLD (including China) is allowed to use the Huawei Ascend microchip. The US has a long record of arguing that they have a legal right to control use or sales of anything anywhere in the world that may have an American element in its development history. . HERE'S THE STORY The US is keeping a tight hold on advanced microchips from Taiwan, China—including the super-powerful Nvidia chips necessary for AI. So the Chinese company Huawei developed a way of linking less advanced chips together to replicate (and even beat) the computing power of the Nvidia chip, 300 petaflops to 180 petaflops. Chinese nerds did this by using optical connections to make instantaneous transmission between 384 chips. The result was the CloudMatrix 384, which delivers MORE computing power than the top Nvidia chip. But the US says that the Huawei chips inside it include elements, or chiplets, from TSMC in the Chinese province of Taiwan, and will make sure these are not available any more. Now mainland China needs to develop its own chiplets, which won't be easy. . WHO WILL WIN? Top experts like William Huo (whose background is Intel Inc) say we should be rooting for China. That's because the US says it in this fight to maintain global AI dominance, while China will share the breakthrough with the world to create a fairer, safer planet. Who will win this battle? This story is unfolding in real time.
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China is on the verge of cracking the US's advanced microchip monopoly. Behind the scenes, Americans are PANICKING. And that's why they issued an insane "order" last week, saying that NO ONE ANYWHERE IN THE WORLD (including China) is allowed to use the Huawei Ascend microchip. The US has a long record of arguing that they have a legal right to control use or sales of anything anywhere in the world that may have an American element in its development history. . HERE'S THE STORY The US is keeping a tight hold on advanced microchips from Taiwan, China—including the super-powerful Nvidia chips necessary for AI. So the Chinese company Huawei developed a way of linking less advanced chips together to replicate (and even beat) the computing power of the Nvidia chip, 300 petaflops to 180 petaflops. Chinese nerds did this by using optical connections to make instantaneous transmission between 384 chips. The result was the CloudMatrix 384, which delivers MORE computing power than the top Nvidia chip. But the US says that the Huawei chips inside it include elements, or chiplets, from TSMC in the Chinese province of Taiwan, and will make sure these are not available any more. Now mainland China needs to develop its own chiplets, which won't be easy. . WHO WILL WIN? Top experts like William Huo (whose background is Intel Inc) say we should be rooting for China. That's because the US says it in this fight to maintain global AI dominance, while China will share the breakthrough with the world to create a fairer, safer planet. Who will win this battle? This story is unfolding in real time.

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🚨 🇨🇳 🇺🇸 HUAWEI'S CHAIRMAN JUST THANKED THE US FOR ITS CHIP SANCTIONS. His message: the export controls didn't cripple Huawei. They forced it to build everything itself. It made the company stronger than ever. The US cut Huawei off in 2019. So Huawei went into "extreme survival mode" and designed 381 chips from scratch in six years, leading to the LogicFolding breakthrough. Now even Jensen Huang admits $NVDA has "largely conceded" China's AI chip market to Huawei. The sanctions meant to stop China's chip industry are the exact reason it exists today. America tried to deny them the tools. So China built their own. That is how empires accidentally create their successors.

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19,426 просмотров • 29 дней назад

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Elon Musk on the SpaceXAI satellites: “We intend for SpaceXAI satellites to allow people to use whatever GPU or TPU they want. NVIDIA GPUs, Google TPUs, Amazon Trainiums, or any other chips can be put on them. We will also offer our own chips, and we want to offer our AI software, in the future. It will be such that you can run anyone’s AI hardware or software on the SpaceXAI satellites.”

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🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox

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Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

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Huawei is getting ready to start mass production of its Ascend 910C AI chips! With US export bans blocking Nvidia's top AI chips, Huawei’s new chip is now a strong rival to Nvidia’s H100 GPU! What doesn't kill you, makes you stronger!
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Huawei is getting ready to start mass production of its Ascend 910C AI chips! With US export bans blocking Nvidia's top AI chips, Huawei’s new chip is now a strong rival to Nvidia’s H100 GPU! What doesn't kill you, makes you stronger!

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ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."
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ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."

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401,106 просмотров • 22 дней назад

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”
1:15

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Vivek Sen

1,761,557 просмотров • 1 месяц назад

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.
2:56

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.

Kevin O'Leary aka Mr. Wonderful

17,910 просмотров • 6 месяцев назад