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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,...

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Ask Perplexity

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156,952 次观看 • 9 个月前 •via X (Twitter)

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Jensen Huang says the U.S. should export chips, even to China, because it helps America lead in AI. 50% of the world's AI developers are Chinese. Let them build on the American tech stack. What about the military risk? They won't build on foreign tech. “They simply can't rely on it.”
2:16

Jensen Huang says the U.S. should export chips, even to China, because it helps America lead in AI. 50% of the world's AI developers are Chinese. Let them build on the American tech stack. What about the military risk? They won't build on foreign tech. “They simply can't rely on it.”

vitrupo

106,179 次观看 • 1 年前

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 次观看 • 11 个月前

U.S. AI Czar David Sacks says winning the AI race is simple: market share. If NVIDIA has 80% in five years, U.S. won. If Huawei does, U.S. lost. Blocking exports doesn't protect national security, it forfeits influence. Winning means making American tech the global default.
1:14

U.S. AI Czar David Sacks says winning the AI race is simple: market share. If NVIDIA has 80% in five years, U.S. won. If Huawei does, U.S. lost. Blocking exports doesn't protect national security, it forfeits influence. Winning means making American tech the global default.

vitrupo

253,413 次观看 • 1 年前

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 次观看 • 7 个月前

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 次观看 • 3 个月前

David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."
0:40

David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."

The All-In Podcast

133,343 次观看 • 1 年前

🚨🇺🇸🇨🇳 BUSTED: 2 MEN CAUGHT SMUGGLING NVIDIA AI CHIPS TO CHINA, DOJ CALLS IT A TECH ESPIONAGE SCHEME The DOJ just charged 2 men with trying to smuggle restricted Nvidia AI chips to China. This was a direct violation of U.S. export bans meant to stop Beijing from boosting its military and surveillance AI. They allegedly used fake companies, forged invoices, and international shipping routes to hide the operation. Total black-market spy movie energy… but dumber. These weren’t just any chips. We're talking A100s and H100s, the crown jewels of AI computing, and exactly what the U.S. has locked down to keep out of Chinese hands. This isn’t “just” tech smuggling, it’s economic warfare. You don’t need missiles when chips can train autonomous drones and facial recognition grids. And yes, once again, Nvidia is at the center of the global AI arms race whether it likes it or not. Source: Axios, CNBC
0:50

🚨🇺🇸🇨🇳 BUSTED: 2 MEN CAUGHT SMUGGLING NVIDIA AI CHIPS TO CHINA, DOJ CALLS IT A TECH ESPIONAGE SCHEME The DOJ just charged 2 men with trying to smuggle restricted Nvidia AI chips to China. This was a direct violation of U.S. export bans meant to stop Beijing from boosting its military and surveillance AI. They allegedly used fake companies, forged invoices, and international shipping routes to hide the operation. Total black-market spy movie energy… but dumber. These weren’t just any chips. We're talking A100s and H100s, the crown jewels of AI computing, and exactly what the U.S. has locked down to keep out of Chinese hands. This isn’t “just” tech smuggling, it’s economic warfare. You don’t need missiles when chips can train autonomous drones and facial recognition grids. And yes, once again, Nvidia is at the center of the global AI arms race whether it likes it or not. Source: Axios, CNBC

Mario Nawfal

19,880 次观看 • 7 个月前

🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."
1:33

🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."

DogeDesigner

57,283 次观看 • 1 年前

"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk
1:33

"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk

DogeDesigner

44,752 次观看 • 5 个月前

NVIDIA CEO Jensen Huang just admitted the unthinkable: 🇨🇳 China’s AI rivals have become formidable. 🇺🇸 U.S. sanctions failed to stop them. 💥 Huawei’s latest AI chips are now comparable to NVIDIA’s H200. And what’s worse for Washington? Huang says: “China used to be 95% of our market. Now just 50%.” “China has half of the world’s AI researchers.” “They’re filling the gap we left and growing exponentially.” Bonus quote (translated): “I hope every AI developer in the world builds on America’s tech stack.” Translation? You’re allowed to innovate-as long as it’s on our platform, our chips, our control. But China said no. We’re not just building models. We’re building sovereignty.
2:44

NVIDIA CEO Jensen Huang just admitted the unthinkable: 🇨🇳 China’s AI rivals have become formidable. 🇺🇸 U.S. sanctions failed to stop them. 💥 Huawei’s latest AI chips are now comparable to NVIDIA’s H200. And what’s worse for Washington? Huang says: “China used to be 95% of our market. Now just 50%.” “China has half of the world’s AI researchers.” “They’re filling the gap we left and growing exponentially.” Bonus quote (translated): “I hope every AI developer in the world builds on America’s tech stack.” Translation? You’re allowed to innovate-as long as it’s on our platform, our chips, our control. But China said no. We’re not just building models. We’re building sovereignty.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

124,910 次观看 • 1 年前

NVIDIA CEO Jensen Huang spoke with Joe and Mika on Morning Joe to make one thing clear: U.S. AI leadership depends on developer adoption. The American tech stack should be the world standard — one that developers everywhere want to build upon.
0:46

NVIDIA CEO Jensen Huang spoke with Joe and Mika on Morning Joe to make one thing clear: U.S. AI leadership depends on developer adoption. The American tech stack should be the world standard — one that developers everywhere want to build upon.

NVIDIA Newsroom

47,794 次观看 • 1 年前

Brad Gerstner (Brad Gerstner) is right. If we want to win the global AI race, we can’t hold back the platforms that power it. The American AI stack must stay competitive and in the hands of developers worldwide.
1:19

Brad Gerstner (Brad Gerstner) is right. If we want to win the global AI race, we can’t hold back the platforms that power it. The American AI stack must stay competitive and in the hands of developers worldwide.

NVIDIA Newsroom

51,364 次观看 • 1 年前

The Great Chip Comedy of 2025: A Tragedy in Three Acts 🎭 Last night on Fox News Nvidia’s CEO Jensen Huang—once the poster boy of U.S. tech arrogance—has now been reduced to pleading on Fox News like a rejected lover: "Let us back into China, please!” Act I: US bans Nvidia from selling chips to China to "protect national security" Act II: Nvidia's China market share drops from 95% → 0% Act III: Huang Jensen begs on Fox News to return to China, confessing... 😂 "America underestimated China. Now they make millions of AI chips on their own. They don’t need us" anymore Oops - The very architect of America’s AI boom admits: the blockade failed. Spectacularly While Washington clung to fantasies of “decoupling” and "tech containment" China didn’t just catch up—it started to leapfrogged. Huawei’s Ascend chips, Alibaba’s AI stacks, Baidu’s homegrown models… the U.S. didn’t slow China down, it accelerated China’s self-reliance And now Huang’s desperate refrain: "Excluding Nvidia hurts America more than China" Of course it does! You can’t weaponize your own market access and expect the world to keep buying your overpriced, politically poisoned chips of which Huang has to give Uncle Sam 15% of his China sales - like some digital protection racket Meanwhile, back in Beijing, regulators aren’t just watching—they’re auditing and investigating. H20 chips? Politically poisoned chips might also have Backdoors? Monopoly violations? Oops. Turns out, “trusted partner” status doesn’t survive U.S. coercion😉 Washington's "tech containment" strategy achieved what Beijing's industrial policy couldn't: convincing Chinese companies to ditch foreign chips and build their own - on course to outgrow and surpass their foreign competitors ✌️ Full interview link:
4:12

The Great Chip Comedy of 2025: A Tragedy in Three Acts 🎭 Last night on Fox News Nvidia’s CEO Jensen Huang—once the poster boy of U.S. tech arrogance—has now been reduced to pleading on Fox News like a rejected lover: "Let us back into China, please!” Act I: US bans Nvidia from selling chips to China to "protect national security" Act II: Nvidia's China market share drops from 95% → 0% Act III: Huang Jensen begs on Fox News to return to China, confessing... 😂 "America underestimated China. Now they make millions of AI chips on their own. They don’t need us" anymore Oops - The very architect of America’s AI boom admits: the blockade failed. Spectacularly While Washington clung to fantasies of “decoupling” and "tech containment" China didn’t just catch up—it started to leapfrogged. Huawei’s Ascend chips, Alibaba’s AI stacks, Baidu’s homegrown models… the U.S. didn’t slow China down, it accelerated China’s self-reliance And now Huang’s desperate refrain: "Excluding Nvidia hurts America more than China" Of course it does! You can’t weaponize your own market access and expect the world to keep buying your overpriced, politically poisoned chips of which Huang has to give Uncle Sam 15% of his China sales - like some digital protection racket Meanwhile, back in Beijing, regulators aren’t just watching—they’re auditing and investigating. H20 chips? Politically poisoned chips might also have Backdoors? Monopoly violations? Oops. Turns out, “trusted partner” status doesn’t survive U.S. coercion😉 Washington's "tech containment" strategy achieved what Beijing's industrial policy couldn't: convincing Chinese companies to ditch foreign chips and build their own - on course to outgrow and surpass their foreign competitors ✌️ Full interview link:

StarBoySAR 🇭🇰 🇨🇳 🥭

39,027 次观看 • 8 个月前

🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING HAS CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS THE MESSAGE IS CLEAR CHINA DOES NOT WANT TO DEPEND ON U.S. SEMICONDUCTORS ANYMORE THEY WOULD RATHER BUILD THEIR OWN AI SUPPLY CHAIN THAN BUY FROM AMERICA THIS IS NOT JUST ABOUT NVIDIA THIS IS ABOUT CHINA CUTTING THE U.S. OUT OF ITS AI FUTURE $NVDA IS GETTING HIT HARD AND THE TRADE WAR JUST ENTERED A NEW PHASE
0:20

🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING HAS CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS THE MESSAGE IS CLEAR CHINA DOES NOT WANT TO DEPEND ON U.S. SEMICONDUCTORS ANYMORE THEY WOULD RATHER BUILD THEIR OWN AI SUPPLY CHAIN THAN BUY FROM AMERICA THIS IS NOT JUST ABOUT NVIDIA THIS IS ABOUT CHINA CUTTING THE U.S. OUT OF ITS AI FUTURE $NVDA IS GETTING HIT HARD AND THE TRADE WAR JUST ENTERED A NEW PHASE

Leshka.eth ⛩

96,411 次观看 • 3 天前

Former $GOOGL CEO Eric Schmidt frames AI as an infrastructure + national security race with the U.S. structurally ahead of China on chips, capital and hyperscalers. Every dollar of AI infrastructure spend is really a moat being built.
0:51

Former $GOOGL CEO Eric Schmidt frames AI as an infrastructure + national security race with the U.S. structurally ahead of China on chips, capital and hyperscalers. Every dollar of AI infrastructure spend is really a moat being built.

Shay Boloor

42,334 次观看 • 4 个月前

🇨🇳 🇺🇸 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

563,274 次观看 • 1 个月前

U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China. CBS News’ Jo Ling Kent has more on the deal some are calling unusual.
2:19

U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China. CBS News’ Jo Ling Kent has more on the deal some are calling unusual.

CBS Evening News

17,089 次观看 • 11 个月前