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Jensen Huang: AI is a five-layer cake: energy, chips, infrastructure, models and applications. “China has twice as much energy as we have as a nation, and our economy is larger than theirs. Makes no sense to me.” “On chips, we’re several generations ahead. But don’t be complacent.” “Anybody who...

29,911 Aufrufe • vor 3 Tagen •via X (Twitter)

33 Kommentare

Profilbild von nabu
nabuvor 3 Tagen

the biggest AI moat might actually be optimism

Profilbild von Veee
Veeevor 3 Tagen

that's where humanity comes in

Profilbild von fortune
fortunevor 3 Tagen

It’s a good thing he knows about this

Profilbild von Veee
Veeevor 3 Tagen

Hehe It's America dawg what did you expect? It's not all honey and sunshine lmao

Profilbild von Kawai 🎀
Kawai 🎀vor 3 Tagen

well the open source part is crazy tho like people are underestimating how fast China is moving

Profilbild von Veee
Veeevor 3 Tagen

It's crazy how large their resume is They boast of ownership to more than 20 models Both open and closed source Open wieight - Qwen (Alibaba) - DeepSeek - Kimi (Moonshot AI) - GLM (Zhipu / - MiniMax - Hunyuan (Tencent) - Ernie, smaller versions (Baidu) Closed - Doubao (ByteDance) - Ernie flagship (Baidu) - Qwen Max, the top tier (Alibaba) Media models - Kling (Kuaishou), video - Hailuo (MiniMax), video and voice - Seedream / Seedance (ByteDance), image and video - Wan (Alibaba), video

Profilbild von Kawai 🎀
Kawai 🎀vor 3 Tagen

and uk what the scary part is how many of these models are actually competing now lmao 😭

Profilbild von Adam Knees
Adam Kneesvor 3 Tagen

Winning one layer probably isn't enough. The US can have the best chips and frontier models, but if energy or infrastructure becomes the bottleneck, the advantage at the other layers matters a lot less

Profilbild von Ceejay😮‍💨🥥
Ceejay😮‍💨🥥vor 3 Tagen

I have never seen it this way, it's an interesting perspective tbh

Profilbild von Veee
Veeevor 3 Tagen

I guess Jensen feels Usa should light years ahead of China in all infrastructure and sectors But reality shows that's a different case

Profilbild von Veee
Veeevor 1 Tag

OpenAI is running out of compute!

Profilbild von robin |
robin |vor 3 Tagen

“china, oh china” china is a country where technology is there whole life. it’s like iron man having his whole life and home running on jarvis. or a homeowner having their entire house running on ai. the same china experimenting with robots that let disabled people work remotely, like operating restaurant robots from home. color me mad. their belief in technology feels like the belief satoshi has in bitcoin, vitalik has in ethereum, keone had in monad, or the united states has in its military. and for them, it’s an technology is a all hands on deck, prolly hence why their ahead in open source models. - like a this is where we good at, if we must keep our reputation we do it as a nation. the perspective of the five layer cake is something i just didn’t see before. particularly interesting if i must confess. just my thoughts tho

Profilbild von Veee
Veeevor 3 Tagen

the Jarvis part is what really got me. I’d never thought about it like that before, but yeah… over there it’s not even something you go out and buy. it’s just part of how everything works. and the open sourced thing makes way more sense now too. it’s not really generosity, it’s pride. like “we’re good at this and we want everyone to know it.” the chips are still the part I’m stuck on though. you can put an entire country behind solving something, but if you still depend on someone else to actually make the chips, that’s a pretty big problem.

Profilbild von Misha_Cripto
Misha_Criptovor 2 Tagen

Five-layer cake and China is already winning two of them: energy and open source. The rest is a six-month lead that doesn’t feel like a lead.

Profilbild von Johnny Appleseed
Johnny Appleseedvor 3 Tagen

The cake has zero people apparently

Profilbild von ZK
ZKvor 3 Tagen

这就是国家层面统一数学考试的必要性,剔除傻子。

Profilbild von 林玉山
林玉山vor 3 Tagen

最好別听他讲宏大叙事, 听他讲技术性如何如何突破就好。

Profilbild von Pasquale Romano Jr.
Pasquale Romano Jr.vor 3 Tagen

Manufacturing runs on electricity. Services do not. That is the gap. Data centers are industrial load coming back to a grid built for flat demand.

Profilbild von Daniel Anton Novak
Daniel Anton Novakvor 3 Tagen

Material verse of labor lower is exponentially different. It puts the United States at dangerously high. vulnerability. With new current technologies.

Profilbild von jeff
jeffvor 3 Tagen

china is definitely not playing around with ai lol

Profilbild von Veee
Veeevor 3 Tagen

They have Qwen (Alibaba) DeepSeek Kimi (Moonshot AI) GLM (Zhipu / MiniMax Hunyuan (Tencent) Ernie, smaller versions (Baidu) Different gravy!

Profilbild von Lucy Oldfield
Lucy Oldfieldvor 3 Tagen

STOP IT POTS🪎- it’s becoming two little boys with two little toys- this my gang your gang attitude must STOP ✋

Profilbild von Kevihaiceth 💹🧲
Kevihaiceth 💹🧲vor 3 Tagen

Energy gap is a massive overlooked factor

Profilbild von Tanvir Khandaker
Tanvir Khandakervor 3 Tagen

China 1/10th of data centers yet on par with our frontline models , they are just spending money on the right places like software architects, Ai engineering

Profilbild von Ashwary Sharma
Ashwary Sharmavor 3 Tagen

Chinese economy measured in dollars is not as large because financial systems are lagging indicators of actual agency - they are a combination of socially perceived agency and real agency. Like with any valuations. I'm sure Jensen knows this yet is trying to take people from their own self-appraised delusion of competence(money) and not physics. Next - it seems our human economy will decouple from the AI economy because economy is a way of co-ordination/trust/accounting and agentic systems are vastly different qualitatively and quantitatively. Our economy would be chump change pocket money w.r.t physics universe. 'Industries' are a relatively mild example of this aren't they.

Profilbild von La Voz del Gol
La Voz del Golvor 3 Tagen

Siempre repartiendo el pastel

Profilbild von Web4 News
Web4 Newsvor 3 Tagen

In other interviews Jensen says China is light years ahead in all aspects 😱😱

Profilbild von RedFaster
RedFastervor 3 Tagen

Our "economy" is as large as the amount of wealth that doesn't exist but we still owe it to the megacorporation anyway.

Profilbild von Max Bevza
Max Bevzavor 3 Tagen

bullish on open source agents changing everything

Profilbild von xxzzares
xxzzaresvor 3 Tagen

@grok So, does this mean upside for MLPA, MLPX, AMLP over the next 10-20 years?

Profilbild von ZK
ZKvor 3 Tagen

80%?99%!

Profilbild von 林玉山
林玉山vor 3 Tagen

反正老黄收益巨大!

Profilbild von lvstofly
lvstoflyvor 3 Tagen

The Chinese chracters store more information than the English alphabet. I'm not sure how that works with their input UI though?

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