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🚨 THIS IS EXTREMELY BAD FOR $NVDA. China is preparing a $295 billion plan to build AI data centers across the whole country. The catch for America: at least 80% of the chips must be homegrown. That means Huawei in. Nvidia out. Jensen Huang confirmed this last month. Nvidia... show more

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187,769 次观看 • 2 个月前 •via X (Twitter)

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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.

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

235,707 次观看 • 3 个月前

China is planning to spend around 2 trillion yuan ($295 billion) over the next five years to build data centers across the country At least 80% of all AI chips must come from domestic suppliers, primarily Huawei. Nvidia and AMD are locked out by design. Nvidia once held a 95% market share in China's AI market. Now? Zero. America did not lose China’s AI chip market because China “closed its doors,” but because America chose to weaponize chips, sanctions, export controls, entity lists, national security hysteria, and technological apartheid against its own largest customer. Washington took the world’s largest chip consumption market — a market that could have funded American semiconductor dominance for another generation — and taught it the most important lesson: Never let your future depend on a supplier that can be turned off by one paranoid empire. So China did what any serious civilization-state would do. It localized. It substituted. It built its own stack. It turned a customer relationship into a sovereignty project. And the same people who tried to choke Huawei are watching Huawei become the backbone of China’s AI infrastructure. This is a textbook own goal. America thought it was denying China the future. In reality, it compelled China to architect the future beyond America.

China is planning to spend around 2 trillion yuan ($295 billion) over the next five years to build data centers across the country At least 80% of all AI chips must come from domestic suppliers, primarily Huawei. Nvidia and AMD are locked out by design. Nvidia once held a 95% market share in China's AI market. Now? Zero. America did not lose China’s AI chip market because China “closed its doors,” but because America chose to weaponize chips, sanctions, export controls, entity lists, national security hysteria, and technological apartheid against its own largest customer. Washington took the world’s largest chip consumption market — a market that could have funded American semiconductor dominance for another generation — and taught it the most important lesson: Never let your future depend on a supplier that can be turned off by one paranoid empire. So China did what any serious civilization-state would do. It localized. It substituted. It built its own stack. It turned a customer relationship into a sovereignty project. And the same people who tried to choke Huawei are watching Huawei become the backbone of China’s AI infrastructure. This is a textbook own goal. America thought it was denying China the future. In reality, it compelled China to architect the future beyond America.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

36,839 次观看 • 2 个月前

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:

S.L. Kanthan

21,833 次观看 • 10 个月前

Nvidia CEO Jensen Huang sees long-term opportunities in China despite tech tensions with the US, noting the country is part of a $200 billion market forecast for data centers and CPU

Nvidia CEO Jensen Huang sees long-term opportunities in China despite tech tensions with the US, noting the country is part of a $200 billion market forecast for data centers and CPU

Reuters

176,636 次观看 • 3 个月前

🚨 BREAKING: The DOJ has confirmed INDICTMENTS against two Chinese nationals for trying to smuggle NVIDIA chips into China "China is looking for advanced chips [to] lead the world in AI by the end of the decade." America is the greatest nation on earth. Everyone wants to steal from us. Nearly $4 million was wire-transferred from China to fund this operation. Catch ALL Chinese smugglers 🔥🔥

🚨 BREAKING: The DOJ has confirmed INDICTMENTS against two Chinese nationals for trying to smuggle NVIDIA chips into China "China is looking for advanced chips [to] lead the world in AI by the end of the decade." America is the greatest nation on earth. Everyone wants to steal from us. Nearly $4 million was wire-transferred from China to fund this operation. Catch ALL Chinese smugglers 🔥🔥

Eric Daugherty

74,098 次观看 • 9 个月前

watched through the entire interview these guys aren't in the same league. jensen plays to win. dwarkesh has been one shotted by mythos marketing. in a way its jensen arguing against dario by proxy. think there's a fundamental underestimation that most ppl in the west have about huawei. they are a freak monster powerhouse and jensen is 100% correct in wanting to push nvidia in china versus letting huawei eat the domestic market. the worst outcome for the US would be for deepseek to be trained 100% on huawei chips versus a china that is dependent on the nvidia stack.

watched through the entire interview these guys aren't in the same league. jensen plays to win. dwarkesh has been one shotted by mythos marketing. in a way its jensen arguing against dario by proxy. think there's a fundamental underestimation that most ppl in the west have about huawei. they are a freak monster powerhouse and jensen is 100% correct in wanting to push nvidia in china versus letting huawei eat the domestic market. the worst outcome for the US would be for deepseek to be trained 100% on huawei chips versus a china that is dependent on the nvidia stack.

factorydoge

546,324 次观看 • 4 个月前

🚨 🇨🇳 🇺🇸 HUAWEI'S CHAIRMAN JUST THANKED THE US FOR ITS CHIP SANCTIONS. His message: the export controls didn't cripple Huawei. They forced it to build everything itself. It made the company stronger than ever. The US cut Huawei off in 2019. So Huawei went into "extreme survival mode" and designed 381 chips from scratch in six years, leading to the LogicFolding breakthrough. Now even Jensen Huang admits $NVDA has "largely conceded" China's AI chip market to Huawei. The sanctions meant to stop China's chip industry are the exact reason it exists today. America tried to deny them the tools. So China built their own. That is how empires accidentally create their successors.

🚨 🇨🇳 🇺🇸 HUAWEI'S CHAIRMAN JUST THANKED THE US FOR ITS CHIP SANCTIONS. His message: the export controls didn't cripple Huawei. They forced it to build everything itself. It made the company stronger than ever. The US cut Huawei off in 2019. So Huawei went into "extreme survival mode" and designed 381 chips from scratch in six years, leading to the LogicFolding breakthrough. Now even Jensen Huang admits $NVDA has "largely conceded" China's AI chip market to Huawei. The sanctions meant to stop China's chip industry are the exact reason it exists today. America tried to deny them the tools. So China built their own. That is how empires accidentally create their successors.

CryptoGoos

19,426 次观看 • 3 个月前

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

CryptoGoos

14,652 次观看 • 3 个月前

Why Trump invited Nvidia's Jensen Huang to the China summit at the very last minute: Chapters: 0:00 Why Jensen Huang Suddenly Joined Trump’s China Trip 1:53 China Rewrote Marco Rubio’s Name 2:31 The Massive Nvidia Smuggling Network 5:00 Why China Is Desperate for AI Compute 6:58 Iran’s Failure Changed the Entire Summit 8:31 The Rare Earths Leverage Game 9:00 The Chip Kill Switch China Fears 10:38 Tehran Is the Warning Beijing Is Watching 12:08 The Real Negotiation Inside the Summit Room 14:02 Why Huang Wanted to Be in That Room

Why Trump invited Nvidia's Jensen Huang to the China summit at the very last minute: Chapters: 0:00 Why Jensen Huang Suddenly Joined Trump’s China Trip 1:53 China Rewrote Marco Rubio’s Name 2:31 The Massive Nvidia Smuggling Network 5:00 Why China Is Desperate for AI Compute 6:58 Iran’s Failure Changed the Entire Summit 8:31 The Rare Earths Leverage Game 9:00 The Chip Kill Switch China Fears 10:38 Tehran Is the Warning Beijing Is Watching 12:08 The Real Negotiation Inside the Summit Room 14:02 Why Huang Wanted to Be in That Room

Jesús Enrique Rosas

16,969 次观看 • 3 个月前

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

Mario Nawfal

1,018,768 次观看 • 1 年前

$🇨🇳 🇺🇸 CHINA'S AI STACK IS GETTING DANGEROUSLY COMPETITIVE. Huawei's Ascend chips are now powering DeepSeek at a fraction of Western inference costs. The result: DeepSeek just made its 75% API price cut permanent on DeepSeek-V4-Pro. This is not a promotion. This is the new floor. The full vertical stack outside US sanctions and outside Nvidia's margins. DeepSeek can keep cutting. Chinese tech gets cheaper every quarter. A massive global undercut is no longer a question of if, only when. Western AI labs are running on $30,000 Nvidia chips at full markup. DeepSeek is running on Huawei silicon at cost. The unit economics aren't even in the same conversation. Every export ban that pushed China toward Huawei is paying off, for China.$

🇨🇳 🇺🇸 CHINA'S AI STACK IS GETTING DANGEROUSLY COMPETITIVE. Huawei's Ascend chips are now powering DeepSeek at a fraction of Western inference costs. The result: DeepSeek just made its 75% API price cut permanent on DeepSeek-V4-Pro. This is not a promotion. This is the new floor. The full vertical stack outside US sanctions and outside Nvidia's margins. DeepSeek can keep cutting. Chinese tech gets cheaper every quarter. A massive global undercut is no longer a question of if, only when. Western AI labs are running on $30,000 Nvidia chips at full markup. DeepSeek is running on Huawei silicon at cost. The unit economics aren't even in the same conversation. Every export ban that pushed China toward Huawei is paying off, for China.

CryptoGoos

43,154 次观看 • 3 个月前

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.

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

77,770 次观看 • 3 个月前

"We Do Not Need This Many Data Centers- The Chips They Use Are Outdated Within 3 Years!" Journalist & Activist Tiffany Cianci Exposes The Data Center Bubble That China Is Avoiding! "The Future Of Compute Will Not Be In Data Centers, And China Knows It! 🚨WATCH/SHARE THE LIVE X STREAM:

"We Do Not Need This Many Data Centers- The Chips They Use Are Outdated Within 3 Years!" Journalist & Activist Tiffany Cianci Exposes The Data Center Bubble That China Is Avoiding! "The Future Of Compute Will Not Be In Data Centers, And China Knows It! 🚨WATCH/SHARE THE LIVE X STREAM:

Alex Jones

131,876 次观看 • 3 个月前

This is what I have been saying for years. We in America MUST create a system which allows us the economic advantages that China enjoys. Instead of fearing or hating China, we need to be LEARNING FROM CHINA. #China #Rednote

This is what I have been saying for years. We in America MUST create a system which allows us the economic advantages that China enjoys. Instead of fearing or hating China, we need to be LEARNING FROM CHINA. #China #Rednote

Jason Smith - 上官杰文

28,989 次观看 • 1 年前

🚨🇺🇸🇨🇳 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

🚨🇺🇸🇨🇳 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 次观看 • 8 个月前

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."

MTS

26,278 次观看 • 1 个月前

David Friedberg: Nvidia's Greatest Threat is Huawei @jason: “Who do you think has the best chance of challenging Nvidia?” david friedberg: “The other black swan that I think is missing in the equation today, my early prediction for 2026, is Huawei.” “I think that there's lithography technology that exists in China that is not publicly discussed, that is gonna be deployed in Huawei and all these fabs that they're building in mainland China.” “And Huawei can create, at a very low cost, probably very high volume and probably in reasonably short order, chips that can start to rival, for certain market applications, chips that might be expensive and (have) long lead times.” Jason: “Give a timeline for that. Two years, three years out?” Friedberg: “I think they start to make announcements, and by the way, remember chip architecture, and even Jenssen's talked about this, is being redesigned with AI, so AI can design better chips.” Jason: “So announcements 2026, impact 2027?” Friedberg: “Probably fair.” Recorded in the brand new poker studio at The Venetian Las Vegas. Thanks The Venetian Resort Las Vegas!

The All-In Podcast

373,559 次观看 • 9 个月前