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... thinks China can’t manufacture is missing a big idea.” “Our frontier models are unquestionably world class. We are probably, call it, six months ahead.” “However, out of the 1.4 million models, most of them are open source. China is way ahead on open source.” “And then the layer above that: applications.” “In China, 80% would say AI will do more good than harm.” “In our case, it’d be the other way around.”show more

the biggest AI moat might actually be optimism

that's where humanity comes in

It’s a good thing he knows about this

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

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

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

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

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

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

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

OpenAI is running out of compute!

“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

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.

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.

The cake has zero people apparently

这就是国家层面统一数学考试的必要性，剔除傻子。

最好別听他讲宏大叙事, 听他讲技术性如何如何突破就好。

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.

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

china is definitely not playing around with ai lol

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

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

Energy gap is a massive overlooked factor

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

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.

Siempre repartiendo el pastel

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

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

bullish on open source agents changing everything

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

80%？99%！

反正老黄收益巨大！

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