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NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of...

72,743 Aufrufe • vor 3 Monaten •via X (Twitter)

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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?"

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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.

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