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Jensen Huang explained how blocking China from Nvidia does not anymore means blocking China from AI. If you don’t give your competitor the best chips, they will lag behind. This is how export control stories go. China is not waiting at the door of American computer systems anymore. Huawei’s...

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Rohan Paul

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721,711 Aufrufe • vor 2 Monaten •via X (Twitter)

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30 Kommentare

Profilbild von Teng Yan
Teng Yanvor 2 Monaten

jensen’s right that the valve framing is dead. china isn’t waiting on H100s. we now have two intelligence stacks with different binding constraints. ban nvidia and you accelerate huawei demand, even though you don’t erase the need for domestic HBM, power, packaging, talent, and apps to clear on their own clocks. china blocked from AI was always the wrong scoreboard. our real miss is pricing that second stack as if it were just nvidia-minus.

Profilbild von Rohan Paul
Rohan Paulvor 2 Monaten

💯

Profilbild von Shane
Shanevor 2 Monaten

I think people put too much weight on US silicon being that much better than Chinese. Yea China might be behind now, but what are they at? 20nm tech? 14nm tech? That tech is enough when you are talking about massive data centres and you have hundreds of coal fired power stations to run it all. If you can just add more racks to a system what is 5nm tech and 3nm tech really achieving? And the thing is, China will be making their own FABs soon to produce sub 10nm chips. They will likely just rip CUDA off and build cheaper less efficient data centres using China built CUDA copies. The difference will be USA uses 1gw while China uses 1.5gw for the same compute, what is the extra 500mw when you have the most energy in the world, plus Australia selling you coal.

Profilbild von Paulo Gaspar
Paulo Gasparvor 2 Monaten

1 year ago I saw predictions about this from Dylan Patel and Nathan Lambert at a Lex Friedman podcast... and China was just even faster than expected!

Profilbild von Rohan Paul
Rohan Paulvor 2 Monaten

Yes, the speed should continue to increase from here.

Profilbild von Matt White
Matt Whitevor 2 Monaten

Unfortunately for Nvidia the ship has sailed @rohanpaul_ai . Beijing invested heavily in the silicon sector. I just returned from WAIC where there were more accelerator and silicon providers than I could count. Pre-CHIPS act it was Huawei and a handful of others. China will be fully vertical from rare earth minerals to manufactured cutting edge accelerators in mass production within 18-24 months.

Profilbild von Dianna Harris
Dianna Harrisvor 2 Monaten

Export controls made sense for protecting frontier AI but keeping lower-tier chips blocked now risks handing China a permanent domestic market. If US technology disappears from global AI ecosystems, America loses influence not just sales.

Profilbild von urphin
urphinvor 2 Monaten

Boomers are convinced that China's sole edge is cheap labor, and that it must steal every technology out there because "Chinese can't innovate," apparently. More surprises are coming their way.

Profilbild von xyoob
xyoobvor 2 Monaten

It's been over 50 years & the West is still spewing the red wave propaganda USSR isn't even a thing anymore China's building it's nation through trades & manufacturing uplifting their people Only the WEST still thinks of wars

Profilbild von Johnnie.A.Lot.of.Numbers
Johnnie.A.Lot.of.Numbersvor 2 Monaten

It’s fate perhaps that successive US administrations refuse to listen to one of their best tech insider/leader and follow their Cold War era political instincts instead…many empires collapsed from strategic mistakes like this…

Profilbild von Magik Insight
Magik Insightvor 2 Monaten

Banning China from US chips just encouraged China to make their own chips (and stop buying from US companies). Its a bit like shutting down oil going through the Strait of Hormuz didn't stop China's industrial growth. China just invested in high energy density batteries so they don't need oil as much. Given the shift in focus, China will build space based energy generation and send it down to their high energy density battery farms in warehouses. China responds to competition by investing in China.

Profilbild von Origin
Originvor 2 Monaten

Been saying this for a while. If China builds the GPU capability it needs, Nvidia doesn’t just lose a customer, it also gains a serious competitor in the global market.

Profilbild von Sam
Samvor 2 Monaten

🫂

Profilbild von Bhaktavaschal Samal
Bhaktavaschal Samalvor 2 Monaten

I'm not on the same page with Huang or you Rohan 😄 China would be moving ahead, chips or no chips! They have done it in manufacturing where you need to assemble efficient manufacturing pipeline and hordes of skilled labour! In ai you need a few outstanding guys!

Profilbild von 安澜
安澜vor 2 Monaten

美国对外宣称自己是自由市场，结果美国他是最封闭的市场，然后整天说中国市场不够开放😂😂😂

Profilbild von Thế Hệ Mới Việt Nam
Thế Hệ Mới Việt Namvor 2 Monaten

Mình thấy chính sách cấm vận còn đẩy nhanh việc thế hệ trẻ Trung Quốc đổ vào lĩnh vực ai thay vì chọn con đường ổn định truyền thống.

Profilbild von NftyNinja
NftyNinjavor 2 Monaten

This is the US Gov's failure to lay out the harsh truth to the entire nation, allowing a nation of false comfort and complacency for too long.

Profilbild von Jack C Crawford
Jack C Crawfordvor 2 Monaten

Damn right.

Profilbild von Jeremy
Jeremyvor 2 Monaten

Jensen did seem to right here. Even if you argued that not giving Nvidia chips to China would’ve slowed them down, we can see now it didn’t matter much as China has further closed the gap to US frontier labs by only a few months. And now, China has probably also further reduced its reliance on US tech infra. We’ve essentially forced them to vertically integrate and focus on long term strategy.

Profilbild von Ching Hon
Ching Honvor 2 Monaten

You can't just block China from one aspect and expect it won't adapt.

Profilbild von AM Gbadebo
AM Gbadebovor 2 Monaten

I said this 👇 a year ago about #Huawei.

Profilbild von SkySnark
SkySnarkvor 2 Monaten

But is ok if its refined rare earth minerals? Lots of words being written to describe something everyone keeps trying to look at in a vacuum

Profilbild von Daniel
Danielvor 2 Monaten

Leftist nazi unions of America have made sure that our education lags China. So how will we compete? I guess we will have to sanction and bomb them.

Profilbild von Yaman
Yamanvor 2 Monaten

Nah, it would work on any other countries but just not China. Block or not, China will find a way.

Profilbild von Hots
Hotsvor 2 Monaten

The talent shortage in the US is a huge problem right now - we're just burning through the skills we had left over from before, and new technologies are being updated far too slowly!

Profilbild von Gargeya
Gargeyavor 2 Monaten

The mistrust that the US have seeded in countries all across globe especially choking their most valuable company: Nvidia is just poorly calculatee. I mean it might turn out to be the dumbest move a competitor in the lead can do for ticking off the already laser focused adversary (chinese government), who are well known for their relatively lower drag in plan to execution strategy.

Profilbild von Joe
Joevor 2 Monaten

That video looks like AI generated, particularly the voice. That doesn’t like a real voice

Profilbild von jack hornet
jack hornetvor 2 Monaten

China does not produce any truly original AI technology , none of it. This guy wants to hand over our technology just to boost NVIDIA's profits.

Profilbild von @Aakash
@Aakashvor 2 Monaten

🎯⚡

Profilbild von Fox
Foxvor 2 Monaten

Sure... and Huang has no financial stake in selling to China.....

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Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

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Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.
0:46

Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.

Dustin

57,802 Aufrufe • vor 4 Monaten

Why is the US keen on hyping up the "China threat"? Why is the US keen on hyping up the "China threat"? How has China effectively resolved numerous social issues when the US is mired in systemic crises? What direction will China-US relations go in the future? Haz Al-Din Haz Al-Din 🇷🇺, chairman of the American Communist Party, recently visited China. We spoke with him at Renmin University of China about his idea of "MAGA Communism", American society, and how Americans view China and China–US relations. Key quotes from the interview: ·"If you can question NATO, if you can question the experts, if you can question the institutions and the hegemony, why not question the narratives we're told about history or the present? Why not question the ideological indoctrination? " ·"If you want to know the truth about American foreign policy, look at how they lie about China, because it's projection." ·"Americans will sympathize with China more, the more they resent and dislike their own government." ·"There's no way there's going to be a new world order unless there is an ability to muster the courage and resolve to stand up to US imperialism." Watch the full interview here and join our discussion. #MediaUnlocked
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Why is the US keen on hyping up the "China threat"? Why is the US keen on hyping up the "China threat"? How has China effectively resolved numerous social issues when the US is mired in systemic crises? What direction will China-US relations go in the future? Haz Al-Din Haz Al-Din 🇷🇺, chairman of the American Communist Party, recently visited China. We spoke with him at Renmin University of China about his idea of "MAGA Communism", American society, and how Americans view China and China–US relations. Key quotes from the interview: ·"If you can question NATO, if you can question the experts, if you can question the institutions and the hegemony, why not question the narratives we're told about history or the present? Why not question the ideological indoctrination? " ·"If you want to know the truth about American foreign policy, look at how they lie about China, because it's projection." ·"Americans will sympathize with China more, the more they resent and dislike their own government." ·"There's no way there's going to be a new world order unless there is an ability to muster the courage and resolve to stand up to US imperialism." Watch the full interview here and join our discussion. #MediaUnlocked

MediaUnlocked

35,230 Aufrufe • vor 10 Monaten