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... rise is an example of a ban becoming an economic boost. It creates a market and teaches domestic suppliers how to get stronger, grow and export. Now the real battle is over who controls the chips, the talent, the energy, the infrastructure, the models, the apps and the whole intelligence stack. Thinking of chip policy as a valve that can be opened and closed is wrong. Each barrier slows down one flow while speeding up another. In the long run, the threat may be to a world in which American technology is absent from the systems that the US wishes to change. --- From "Fox Business" YouTube channel, (full video link in comment)show more

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.

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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.

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!

Yes, the speed should continue to increase from here.

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.

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.

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.

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

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…

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.

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.

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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!

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😂😂😂

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.

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.

Damn right.

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.

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

I said this 👇 a year ago about #Huawei.

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

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.

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

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!

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.

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

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.

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