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Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95%... show more

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133,472 views • 9 months ago •via X (Twitter)

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That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:

S.L. Kanthan

21,833 views • 11 months ago

significant last-minute development: Nvidia CEO Jensen Huang now joining Trump on his trip to Beijing. Huang has been lobbying the administration hard to loosen export controls on Nvidia's advanced AI chips. He's had some success — the administration already approved sales of its less advanced H200 chips to China. But that decision has been a major flashpoint in Washington, with some lawmakers warning it could give China an edge in the global AI race. AI is expected to be on the agenda when Trump sits down with Xi — both on potential cooperation and on avoiding worst-case scenarios. A senior U.S. official said it plainly: "AI is a rapidly evolving sector, and we have security concerns. I would not be surprised if the leaders touched on some of those concerns."

significant last-minute development: Nvidia CEO Jensen Huang now joining Trump on his trip to Beijing. Huang has been lobbying the administration hard to loosen export controls on Nvidia's advanced AI chips. He's had some success — the administration already approved sales of its less advanced H200 chips to China. But that decision has been a major flashpoint in Washington, with some lawmakers warning it could give China an edge in the global AI race. AI is expected to be on the agenda when Trump sits down with Xi — both on potential cooperation and on avoiding worst-case scenarios. A senior U.S. official said it plainly: "AI is a rapidly evolving sector, and we have security concerns. I would not be surprised if the leaders touched on some of those concerns."

Selina Wang

28,743 views • 4 months ago

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

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

Reuters Business

14,904 views • 6 months ago

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."

MTS

26,278 views • 2 months ago

Nvidia CEO Jensen Huang told Bloomberg he still hopes to sell chips from the company’s Blackwell lineup to customers in China, though he has no current plans to do so. Here are some highlights from his appearance at the APEC CEO Summit

Nvidia CEO Jensen Huang told Bloomberg he still hopes to sell chips from the company’s Blackwell lineup to customers in China, though he has no current plans to do so. Here are some highlights from his appearance at the APEC CEO Summit

Bloomberg

287,592 views • 10 months ago

National security analysts testify to Chrissy Houlahan (D-PA) that President Trump made a mistake allowing China to access NVIDIA H200 chips: "We need a list, not just of chips, but micro-processors that we cannot export to China and the CCP."

National security analysts testify to Chrissy Houlahan (D-PA) that President Trump made a mistake allowing China to access NVIDIA H200 chips: "We need a list, not just of chips, but micro-processors that we cannot export to China and the CCP."

CSPAN

16,131 views • 13 days ago

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

Mario Nawfal

1,018,768 views • 1 year ago

WARREN: Trump purchased up to $1m of Nvidia stock. A week later, he changed US policy and loosened the rules on export controls so Nvidia could sell its chips to China. Now the stock is through the roof. Should the SEC be knocking on his door? BESSENT: Get your house in order, senator. Lead by example

WARREN: Trump purchased up to $1m of Nvidia stock. A week later, he changed US policy and loosened the rules on export controls so Nvidia could sell its chips to China. Now the stock is through the roof. Should the SEC be knocking on his door? BESSENT: Get your house in order, senator. Lead by example

Aaron Rupar

180,852 views • 3 months ago

Zuck: "The export controls are clearly working in a way. DeepSeek did all these very impressive low-level optimizations. That is impressive. But then you ask: why did they have to do that when none of the American labs did? Well, because they're using partially nerfed chips—that are the only thing that Nvidia is allowed to sell in China because of the export controls."

Zuck: "The export controls are clearly working in a way. DeepSeek did all these very impressive low-level optimizations. That is impressive. But then you ask: why did they have to do that when none of the American labs did? Well, because they're using partially nerfed chips—that are the only thing that Nvidia is allowed to sell in China because of the export controls."

Dwarkesh Patel

361,585 views • 1 year ago

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.

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 views • 5 months ago

.Lee Smith: “The way that I read Russiagate now is Russiagate was partly an operation to keep Trump distracted from dealing with China." "Look at all the different attacks he's taken just for going after China. Look at what he's up against.” “They have one important card in their hand, and that is that Donald Trump has three years left…This is what American manufacturers and this is what Chinese officials are counting on: That in the meantime, people will throw a whole bunch of stuff at Trump to keep him off balance, to make sure that he's not able to focus on China. And when he is able to focus on China, they'll do stuff like they did last week with the rare earth minerals.” Lee Smith’s new book is titled: “The China Matrix: The Epic Story of How Donald Trump Shattered a Deadly Pact”

.Lee Smith: “The way that I read Russiagate now is Russiagate was partly an operation to keep Trump distracted from dealing with China." "Look at all the different attacks he's taken just for going after China. Look at what he's up against.” “They have one important card in their hand, and that is that Donald Trump has three years left…This is what American manufacturers and this is what Chinese officials are counting on: That in the meantime, people will throw a whole bunch of stuff at Trump to keep him off balance, to make sure that he's not able to focus on China. And when he is able to focus on China, they'll do stuff like they did last week with the rare earth minerals.” Lee Smith’s new book is titled: “The China Matrix: The Epic Story of How Donald Trump Shattered a Deadly Pact”

Jan Jekielek

18,503 views • 11 months ago

.Donald J. Trump says the U.S. is WAY AHEAD in the AI race with China and emphasizes the importance of unleashing energy dominance to extend America’s lead: "We’re going to give them record timing in terms of approvals of electric plants. We need massive amounts of electricity if we are going to compete with China and others."

.Donald J. Trump says the U.S. is WAY AHEAD in the AI race with China and emphasizes the importance of unleashing energy dominance to extend America’s lead: "We’re going to give them record timing in terms of approvals of electric plants. We need massive amounts of electricity if we are going to compete with China and others."

Trump War Room

94,737 views • 1 year ago