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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

Acyn

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133,311 просмотров • 7 месяцев назад •via X (Twitter)

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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

🚨🇺🇸🇨🇳 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

Mario Nawfal

28,949 просмотров • 7 месяцев назад

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 просмотров • 9 месяцев назад

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 просмотров • 2 месяцев назад

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.

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 просмотров • 3 месяцев назад

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 просмотров • 4 месяцев назад

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 просмотров • 17 дней назад

🚨🇨🇳🇺🇸 TRUMP: CHINA IS GOING TO TALK WITH NVIDIA ABOUT U.S. CHIP DEALS “We did discuss chips, and he’s going to be talking to Nvidia and others about taking chips. Look, we make great chips and Nvidia’s the leader, and I’ll be speaking to Jensen from Nvidia, but they’re going to be discussing that with Nvidia to see whether or not they can do it. I said, that’s really between you and Nvidia.” Source: The White House

🚨🇨🇳🇺🇸 TRUMP: CHINA IS GOING TO TALK WITH NVIDIA ABOUT U.S. CHIP DEALS “We did discuss chips, and he’s going to be talking to Nvidia and others about taking chips. Look, we make great chips and Nvidia’s the leader, and I’ll be speaking to Jensen from Nvidia, but they’re going to be discussing that with Nvidia to see whether or not they can do it. I said, that’s really between you and Nvidia.” Source: The White House

Mario Nawfal

240,579 просмотров • 8 месяцев назад

🇺🇸🇨🇳 NVIDIA CEO HUANG: NVIDIA NOW CAN GO BACK AND COMPETE IN THE CHINA MARKET "The respectful, friendly relationship that’s been built between the two presidents [Trump, Xi]. And between the two countries, really creates the conditions I hope for NVIDIA to go back and compete in the China market. Trump’s first administration set the tone perfectly for America to lead in technology and ensure American companies were first. But in the last four years, the policies have really backfired. From a 95% market share in China when Trump left office, NVIDIA’s share is now 0%." Source: Rapid Response 47

🇺🇸🇨🇳 NVIDIA CEO HUANG: NVIDIA NOW CAN GO BACK AND COMPETE IN THE CHINA MARKET "The respectful, friendly relationship that’s been built between the two presidents [Trump, Xi]. And between the two countries, really creates the conditions I hope for NVIDIA to go back and compete in the China market. Trump’s first administration set the tone perfectly for America to lead in technology and ensure American companies were first. But in the last four years, the policies have really backfired. From a 95% market share in China when Trump left office, NVIDIA’s share is now 0%." Source: Rapid Response 47

Mario Nawfal

82,827 просмотров • 8 месяцев назад

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

287,465 просмотров • 8 месяцев назад

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 просмотров • 1 год назад

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

180,734 просмотров • 1 месяц назад

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 просмотров • 1 год назад

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 просмотров • 3 месяцев назад

"The platform that wins China is positioned to lead globally. Today, however, the $50 billion China market is effectively closed to US industry," says Nvidia CEO Jensen Huang on the company's Q1 earnings call. "China's AI moves on with or without US chips."

"The platform that wins China is positioned to lead globally. Today, however, the $50 billion China market is effectively closed to US industry," says Nvidia CEO Jensen Huang on the company's Q1 earnings call. "China's AI moves on with or without US chips."

Yahoo Finance

41,989 просмотров • 1 год назад

Jessica: This trip overall is about Trump coming hat in hand to China and saying, will you please buy our soybeans again? He is teasing the fact that he may allow them to buy this Blackwell chip… so people who are concerned about the AI race with China, should be very scared about the fact he is considering that to be one of the concessions

Jessica: This trip overall is about Trump coming hat in hand to China and saying, will you please buy our soybeans again? He is teasing the fact that he may allow them to buy this Blackwell chip… so people who are concerned about the AI race with China, should be very scared about the fact he is considering that to be one of the concessions

Acyn

105,174 просмотров • 8 месяцев назад

Reporter: What more can the United States and Canada do together to counter China? Trump: Well, you have to be able to compete. They're a great competitor. And mark and I both know that. And you have to be able to compete. We have big advantages over China for lots of different reasons, and I think we're doing very well with China. I get along very well with president XI. I'm going to be meeting him in a few weeks. As you know, I'll be meeting him in South Korea. But we've had a very good relationship for a long time. But you have to be able to compete to do well with China. If you can't compete, you're not going to do well with China. And Canada is very competitive. I can tell you that Canada is a very competitive country. I think Canada has done very well over the years with China.

Reporter: What more can the United States and Canada do together to counter China? Trump: Well, you have to be able to compete. They're a great competitor. And mark and I both know that. And you have to be able to compete. We have big advantages over China for lots of different reasons, and I think we're doing very well with China. I get along very well with president XI. I'm going to be meeting him in a few weeks. As you know, I'll be meeting him in South Korea. But we've had a very good relationship for a long time. But you have to be able to compete to do well with China. If you can't compete, you're not going to do well with China. And Canada is very competitive. I can tell you that Canada is a very competitive country. I think Canada has done very well over the years with China.

Acyn

72,942 просмотров • 9 месяцев назад

.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 просмотров • 9 месяцев назад

.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 просмотров • 1 год назад