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JUST IN 🚨 : 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...

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Hasan

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29,181 просмотров • 9 дней назад •via X (Twitter)

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🚨 NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." From 'TIME' YT channel (link in comment)
1:14

🚨 NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." From 'TIME' YT channel (link in comment)

Hasan

14,077 просмотров • 8 дней назад

NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." ---- From 'TIME' YT channel (link in comment)
1:14

NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." ---- From 'TIME' YT channel (link in comment)

Rohan Paul

176,325 просмотров • 9 дней назад

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
4:51

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

242,178 просмотров • 6 дней назад

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.
2:06

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

234,773 просмотров • 2 месяцев назад

Jensen Huang pushes back on common misconceptions about China's tech capabilities, arguing the West is dangerously underestimating its competitor. He challenges three narratives he's heard: "They could never build AI chips. China can't manufacture. If there's one thing they could do is manufacture. And they're years behind us? Come on. They're nanoseconds behind us." Jensen explains why China is such a formidable competitor, starting with talent and work ethic: "Don't forget that China has some of the best entrepreneurs in the world because they came from some of the best STEM schools in the world. They're the most hungry in the world." He references the infamous "996" culture (9am to 9pm, 6 days a week) and notes that China is producing the most AI engineers in the world. Beyond talent, Jensen highlights a structural advantage most people overlook: "They are very lightly regulated, right? Less regulated, ironically, than we are in a capitalist system." He pushes back on the assumption that central governance means top-down control: "The genius of China was distributed economic systems. All of these 33 provinces and all the mayors… has driven enormous amount of internal competition, internal economic vibrancy." The result, Jensen argues, is a country that is "creative, hungry, fast-moving, underregulated." Looking ahead, Jensen says he takes China's stated goal of being an open market at face value: "What's in the best interest of China is for foreign companies to invest in China, compete in China… and they would also like to come out of China and participate around the world." For Jensen, the American tech industry is a national treasure, and the answer is simple: "Why would we not allow this industry to go compete for its survival?"
2:49

Jensen Huang pushes back on common misconceptions about China's tech capabilities, arguing the West is dangerously underestimating its competitor. He challenges three narratives he's heard: "They could never build AI chips. China can't manufacture. If there's one thing they could do is manufacture. And they're years behind us? Come on. They're nanoseconds behind us." Jensen explains why China is such a formidable competitor, starting with talent and work ethic: "Don't forget that China has some of the best entrepreneurs in the world because they came from some of the best STEM schools in the world. They're the most hungry in the world." He references the infamous "996" culture (9am to 9pm, 6 days a week) and notes that China is producing the most AI engineers in the world. Beyond talent, Jensen highlights a structural advantage most people overlook: "They are very lightly regulated, right? Less regulated, ironically, than we are in a capitalist system." He pushes back on the assumption that central governance means top-down control: "The genius of China was distributed economic systems. All of these 33 provinces and all the mayors… has driven enormous amount of internal competition, internal economic vibrancy." The result, Jensen argues, is a country that is "creative, hungry, fast-moving, underregulated." Looking ahead, Jensen says he takes China's stated goal of being an open market at face value: "What's in the best interest of China is for foreign companies to invest in China, compete in China… and they would also like to come out of China and participate around the world." For Jensen, the American tech industry is a national treasure, and the answer is simple: "Why would we not allow this industry to go compete for its survival?"

Big Brain AI

41,991 просмотров • 5 месяцев назад

China is on the verge of cracking the US's advanced microchip monopoly. Behind the scenes, Americans are PANICKING. And that's why they issued an insane "order" last week, saying that NO ONE ANYWHERE IN THE WORLD (including China) is allowed to use the Huawei Ascend microchip. The US has a long record of arguing that they have a legal right to control use or sales of anything anywhere in the world that may have an American element in its development history. . HERE'S THE STORY The US is keeping a tight hold on advanced microchips from Taiwan, China—including the super-powerful Nvidia chips necessary for AI. So the Chinese company Huawei developed a way of linking less advanced chips together to replicate (and even beat) the computing power of the Nvidia chip, 300 petaflops to 180 petaflops. Chinese nerds did this by using optical connections to make instantaneous transmission between 384 chips. The result was the CloudMatrix 384, which delivers MORE computing power than the top Nvidia chip. But the US says that the Huawei chips inside it include elements, or chiplets, from TSMC in the Chinese province of Taiwan, and will make sure these are not available any more. Now mainland China needs to develop its own chiplets, which won't be easy. . WHO WILL WIN? Top experts like William Huo (whose background is Intel Inc) say we should be rooting for China. That's because the US says it in this fight to maintain global AI dominance, while China will share the breakthrough with the world to create a fairer, safer planet. Who will win this battle? This story is unfolding in real time.
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China is on the verge of cracking the US's advanced microchip monopoly. Behind the scenes, Americans are PANICKING. And that's why they issued an insane "order" last week, saying that NO ONE ANYWHERE IN THE WORLD (including China) is allowed to use the Huawei Ascend microchip. The US has a long record of arguing that they have a legal right to control use or sales of anything anywhere in the world that may have an American element in its development history. . HERE'S THE STORY The US is keeping a tight hold on advanced microchips from Taiwan, China—including the super-powerful Nvidia chips necessary for AI. So the Chinese company Huawei developed a way of linking less advanced chips together to replicate (and even beat) the computing power of the Nvidia chip, 300 petaflops to 180 petaflops. Chinese nerds did this by using optical connections to make instantaneous transmission between 384 chips. The result was the CloudMatrix 384, which delivers MORE computing power than the top Nvidia chip. But the US says that the Huawei chips inside it include elements, or chiplets, from TSMC in the Chinese province of Taiwan, and will make sure these are not available any more. Now mainland China needs to develop its own chiplets, which won't be easy. . WHO WILL WIN? Top experts like William Huo (whose background is Intel Inc) say we should be rooting for China. That's because the US says it in this fight to maintain global AI dominance, while China will share the breakthrough with the world to create a fairer, safer planet. Who will win this battle? This story is unfolding in real time.

Nury Vittachi

28,460 просмотров • 1 год назад

🚨🇺🇸🇨🇳 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
1:31

🚨🇺🇸🇨🇳 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

Here is what each side actually wants. China wants three things. Cheap energy from the Western Hemisphere. Nvidia chips to fuel its AI. Access to the US market. America wants three things. Chinese consumers to buy stable coins to finance US debt. China as a lab to test AI surveillance that cannot be tested in America. Chinese manufacturing — in America and Venezuela. This is not a trade deal. This is a restructuring of the entire global economy. China becomes the factory and the lab. America becomes the financier and the landlord. Both need each other to survive. That is the grand bargain.
1:43

Here is what each side actually wants. China wants three things. Cheap energy from the Western Hemisphere. Nvidia chips to fuel its AI. Access to the US market. America wants three things. Chinese consumers to buy stable coins to finance US debt. China as a lab to test AI surveillance that cannot be tested in America. Chinese manufacturing — in America and Venezuela. This is not a trade deal. This is a restructuring of the entire global economy. China becomes the factory and the lab. America becomes the financier and the landlord. Both need each other to survive. That is the grand bargain.

Predictive History

77,603 просмотров • 2 месяцев назад

Jensen Huang just told you America is in an AI arms race where half the talent building the weapons was born on the other side. Huang: “50% of the world’s AI researchers are from China. Taking it emotionally too far from that results in consequences in relationships that are just harder to manage.” That is not diplomacy. That is the CEO of the most critical company in the AI supply chain telling you the West has a structural dependency it cannot legislate away. Half the minds capable of engineering superintelligence were born, raised, and educated inside the borders of America’s primary geopolitical rival. And Washington is writing policy as if that number does not exist. The politician sees China and reaches for tariffs. Export bans. Visa restrictions. The instinct is confrontation. The endgame is severance. Huang is telling you severance is suicide. You cannot win an intelligence race by amputating half the intelligence. America does not lead AI because of its government. It leads because the best researchers on Earth chose to be here. The compute. The capital. The culture of building. That pull is not permanent. The moment it reverses, the talent does not disappear. It goes home. And it takes the knowledge with it. Every emotionally driven export ban. Every reactionary visa restriction. Every congressional hearing staged for cameras instead of outcomes. Each one is a small push in the wrong direction on a scale that does not forgive miscalculation. China is not debating whether the technology moves too fast. They are building gigawatt-scale data centers and training sovereign models with the full weight of a state that treats AI supremacy as civilizational survival. And they are doing it with a researcher pipeline that America helped build and is now actively dismantling. Huang: “We can have a healthy competition while we compete, compete fairly, and collaborate at the same time.” That sounds reasonable until you hear what he is actually saying. The only path to American AI dominance runs directly through a relationship with the country trying to beat it. That does not fit on a campaign poster. But it is the math. The AI race is not a tariff negotiation. It is the final competition for who writes the operating system every future economy, military, and government runs on. Whoever builds superintelligence first does not get a market advantage. They get a permanent one. The kind no treaty undoes. And America is treating this like a midterm election issue while China is treating it like the last war it will ever need to fight. The danger is not that China outspends the U.S. The danger is that America mistakes emotional foreign policy for strategic foreign policy and severs the very relationships keeping it ahead. The researchers are the resource. Not the chips. Not the data centers. The people who know how to make the models think. Half of them are Chinese. And the U.S. is running a geopolitical strategy that forces those people to choose. Huang sees the board. He sells the GPUs. He knows who is buying them and who is designing on them. And he is telling you the current trajectory ends with America holding the best hardware on Earth and no one left who knows how to use it. The country that wins this will not be the one with the strongest rhetoric. It will be the one that understood the difference between controlling talent and attracting it. Right now, China is attracting. America is restricting. The algorithm does not care about flags. It scales for whoever shows up with the math. And right now, half the people who know the math are being told they are not welcome.
0:28

Jensen Huang just told you America is in an AI arms race where half the talent building the weapons was born on the other side. Huang: “50% of the world’s AI researchers are from China. Taking it emotionally too far from that results in consequences in relationships that are just harder to manage.” That is not diplomacy. That is the CEO of the most critical company in the AI supply chain telling you the West has a structural dependency it cannot legislate away. Half the minds capable of engineering superintelligence were born, raised, and educated inside the borders of America’s primary geopolitical rival. And Washington is writing policy as if that number does not exist. The politician sees China and reaches for tariffs. Export bans. Visa restrictions. The instinct is confrontation. The endgame is severance. Huang is telling you severance is suicide. You cannot win an intelligence race by amputating half the intelligence. America does not lead AI because of its government. It leads because the best researchers on Earth chose to be here. The compute. The capital. The culture of building. That pull is not permanent. The moment it reverses, the talent does not disappear. It goes home. And it takes the knowledge with it. Every emotionally driven export ban. Every reactionary visa restriction. Every congressional hearing staged for cameras instead of outcomes. Each one is a small push in the wrong direction on a scale that does not forgive miscalculation. China is not debating whether the technology moves too fast. They are building gigawatt-scale data centers and training sovereign models with the full weight of a state that treats AI supremacy as civilizational survival. And they are doing it with a researcher pipeline that America helped build and is now actively dismantling. Huang: “We can have a healthy competition while we compete, compete fairly, and collaborate at the same time.” That sounds reasonable until you hear what he is actually saying. The only path to American AI dominance runs directly through a relationship with the country trying to beat it. That does not fit on a campaign poster. But it is the math. The AI race is not a tariff negotiation. It is the final competition for who writes the operating system every future economy, military, and government runs on. Whoever builds superintelligence first does not get a market advantage. They get a permanent one. The kind no treaty undoes. And America is treating this like a midterm election issue while China is treating it like the last war it will ever need to fight. The danger is not that China outspends the U.S. The danger is that America mistakes emotional foreign policy for strategic foreign policy and severs the very relationships keeping it ahead. The researchers are the resource. Not the chips. Not the data centers. The people who know how to make the models think. Half of them are Chinese. And the U.S. is running a geopolitical strategy that forces those people to choose. Huang sees the board. He sells the GPUs. He knows who is buying them and who is designing on them. And he is telling you the current trajectory ends with America holding the best hardware on Earth and no one left who knows how to use it. The country that wins this will not be the one with the strongest rhetoric. It will be the one that understood the difference between controlling talent and attracting it. Right now, China is attracting. America is restricting. The algorithm does not care about flags. It scales for whoever shows up with the math. And right now, half the people who know the math are being told they are not welcome.

Dustin

10,925 просмотров • 3 месяцев назад

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA
1:48

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Karl Mehta

14,983 просмотров • 24 дней назад

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% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.
1:38

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% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.

Acyn

133,311 просмотров • 7 месяцев назад

Nvidia CEO Jensen Huang breaks the myth: The US–China AI competition isn’t about one chip or one model, it’s a five-layer ecosystem. Energy, chips, infrastructure, models, applications. And on four of them, China is already ahead or catching up faster than sanctions can stop. When America bans, China builds. When export controls tighten, China accelerates. You don’t slow a rival by locking the gate, you only teach them how to build their own house.
15:59

Nvidia CEO Jensen Huang breaks the myth: The US–China AI competition isn’t about one chip or one model, it’s a five-layer ecosystem. Energy, chips, infrastructure, models, applications. And on four of them, China is already ahead or catching up faster than sanctions can stop. When America bans, China builds. When export controls tighten, China accelerates. You don’t slow a rival by locking the gate, you only teach them how to build their own house.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

44,896 просмотров • 7 месяцев назад

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?
6:50

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?

Ray Myers

84,012 просмотров • 7 месяцев назад

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

57,402 просмотров • 3 месяцев 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
1:29

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

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.
1:34

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

Ask Perplexity

64,013 просмотров • 9 месяцев назад

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME
0:39

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME

Clash Report

62,118 просмотров • 6 месяцев назад

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.
2:32

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

Ask Perplexity

156,952 просмотров • 9 месяцев назад

NVIDIA CEO, Jensen Huang, warns that America's lead in AI is far from secure. He breaks down the US-China AI competition into what he calls a "five-layer cake." And while the US dominates some layers, Jensen sees critical vulnerabilities in others... 1) Energy: China has twice as much as the US despite a smaller economy. Which "makes no sense" to Jensen. 2) Chips: The US is "generations ahead," but Jensen warns against complacency. "Anybody who thinks China can't manufacture is missing the big idea." 3) Infrastructure: Standing up a data center in the US takes about three years. In China? "They can build a hospital in a weekend." 4) Models: US frontier models are "unquestionably world class," but "China is well ahead, way ahead on open source." 5) Applications: Public sentiment differs sharply. Ask both populations whether AI will do more good than harm, and "in their case 80% would say AI will do more good than harm. In our case, it'd be the other way around." Jensen's warning is clear. Leading in chips and frontier models isn't enough when you're behind on energy, infrastructure speed, open source, and public trust. Winning the AI race requires strength across the entire stack, and right now, the US has work to do.
1:39

NVIDIA CEO, Jensen Huang, warns that America's lead in AI is far from secure. He breaks down the US-China AI competition into what he calls a "five-layer cake." And while the US dominates some layers, Jensen sees critical vulnerabilities in others... 1) Energy: China has twice as much as the US despite a smaller economy. Which "makes no sense" to Jensen. 2) Chips: The US is "generations ahead," but Jensen warns against complacency. "Anybody who thinks China can't manufacture is missing the big idea." 3) Infrastructure: Standing up a data center in the US takes about three years. In China? "They can build a hospital in a weekend." 4) Models: US frontier models are "unquestionably world class," but "China is well ahead, way ahead on open source." 5) Applications: Public sentiment differs sharply. Ask both populations whether AI will do more good than harm, and "in their case 80% would say AI will do more good than harm. In our case, it'd be the other way around." Jensen's warning is clear. Leading in chips and frontier models isn't enough when you're behind on energy, infrastructure speed, open source, and public trust. Winning the AI race requires strength across the entire stack, and right now, the US has work to do.

Big Brain AI

59,540 просмотров • 7 месяцев назад