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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... show more

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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 has "largely conceded" China to Huawei, he told CNBC. China once accounted for at least 20% of Nvidia's entire data center revenue. That market is now all but GONE. America spent years locking China out. China just stopped knocking.

🚨 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 has "largely conceded" China to Huawei, he told CNBC. China once accounted for at least 20% of Nvidia's entire data center revenue. That market is now all but GONE. America spent years locking China out. China just stopped knocking.

CryptoGoos

187,403 views • 2 months ago

Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a model like DeepSeek that can run on any accelerator if it's open source. Why would that stop being the case in the future? Jensen: Suppose it optimizes for Huawei. Suppose it optimizes for their architecture. It would put others at a disadvantage. As AI diffuses out into the rest of the world, their standards and their tech stack will become superior to ours because their models are open. Dwarkesh: Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China. They didn't cause some lock-in. China will still make their version of EVs, and they're dominating, or smartphones, they're dominating. Jensen: We are not a car. The fact that I can buy this car brand one day and use another car brand another day is easy. Computing is not like that. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace. Dwarkesh: It's just hard to imagine that there's a long-term lock-in to the Chinese ecosystem, even if they have this slightly better open-source model for a while. American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips. Jensen: China is the largest contributor to open source software in the world. China's the largest contributor to open models in the world. Today it's built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. in a few years time, I'm making you the prediction that when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—on that day, I will tell you exactly about today's conversation, about how your policy ... caused the United States to concede the second largest market in the world for no good reason at all.

Dwarkesh Patel

1,252,105 views • 3 months ago

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

235,419 views • 2 months ago

Important message that David Sacks addressed about winning the AI race, I think for the 1st time, that is to have American companies like Nvidia to have majority of global market instead of Chinese ones like Huawei. Jensen now has the conditions to win.

Important message that David Sacks addressed about winning the AI race, I think for the 1st time, that is to have American companies like Nvidia to have majority of global market instead of Chinese ones like Huawei. Jensen now has the conditions to win.

The AI Investor

61,140 views • 1 year ago

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

373,421 views • 8 months ago

In China, this vlogger took apart a Huawei Mate 60 Pro #smartphone, and all components are 100% developed/made by China (from #Kirin9000S chip to the camera)! This is proof that US tech blockade against Huawei failed! #China #HuaweiMate60Pro #Huawei Dongsheng News #TechNews

In China, this vlogger took apart a Huawei Mate 60 Pro #smartphone, and all components are 100% developed/made by China (from #Kirin9000S chip to the camera)! This is proof that US tech blockade against Huawei failed! #China #HuaweiMate60Pro #Huawei Dongsheng News #TechNews

China4Tech🌏

80,190 views • 2 years ago

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.

NIK

585,511 views • 1 year ago

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.

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 views • 1 year ago

The Future of Microchips Just Changed Forever! 🤯 I'm in Shanghai attending the International Symposium on Circuits and Systems, one of the most important semiconductor events of the year 💻 Bloomberg, Wall Street Journal, Forbes are all in attendance and this morning the President of Huawei Semiconductor He Tingbo gave the opening keynote speech announcing a major development for China 🇨🇳 Huawei has developed a new pathway to develop microchips and will be able to achieve a transistor density that is equivalent to 1.4 nanometers by 2031 🚀 Jensen Huang, Nvidia's CEO was recently in China and admitted the US government has given the future of China's microchip industry to Huawei and Huawei is wasting no time in mapping out the future of the industry Read more about this from Huawei directly 👇 Also read the latest media reports 👇 🔵 Reuters: 🔵 SCMP: 🔵 Bloomberg:

The Future of Microchips Just Changed Forever! 🤯 I'm in Shanghai attending the International Symposium on Circuits and Systems, one of the most important semiconductor events of the year 💻 Bloomberg, Wall Street Journal, Forbes are all in attendance and this morning the President of Huawei Semiconductor He Tingbo gave the opening keynote speech announcing a major development for China 🇨🇳 Huawei has developed a new pathway to develop microchips and will be able to achieve a transistor density that is equivalent to 1.4 nanometers by 2031 🚀 Jensen Huang, Nvidia's CEO was recently in China and admitted the US government has given the future of China's microchip industry to Huawei and Huawei is wasting no time in mapping out the future of the industry Read more about this from Huawei directly 👇 Also read the latest media reports 👇 🔵 Reuters: 🔵 SCMP: 🔵 Bloomberg:

Cyrus Janssen

16,155 views • 2 months ago

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

36,831 views • 2 months ago

$🇨🇳 🇺🇸 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 views • 2 months ago

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?"

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 views • 5 months ago

🚨 HUGE DEVELOPMENT: The United States has just CLEARED NVIDIA to sell advanced chips to 10 Chinese firms This could be a $50 BILLION DOLLAR market. President Trump picked up CEO Jensen Huang in Alaska on the way to China — and a deal has been seemingly been struck 🇺🇸🇨🇳

🚨 HUGE DEVELOPMENT: The United States has just CLEARED NVIDIA to sell advanced chips to 10 Chinese firms This could be a $50 BILLION DOLLAR market. President Trump picked up CEO Jensen Huang in Alaska on the way to China — and a deal has been seemingly been struck 🇺🇸🇨🇳

Eric Daugherty

290,672 views • 3 months ago

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 the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

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 the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

Phil Trubey

72,743 views • 3 months ago

“For $NVDA, it’s been in the multiples of billion, I think Jensen has publicly said that it’s a $50 billion market,” Creative Strategies CEO Ben Bajarin says on Nvidia potentially being able to resume chip sales in China.

“For $NVDA, it’s been in the multiples of billion, I think Jensen has publicly said that it’s a $50 billion market,” Creative Strategies CEO Ben Bajarin says on Nvidia potentially being able to resume chip sales in China.

Yahoo Finance

15,048 views • 1 year ago

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.

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 views • 7 months ago

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 views • 9 months ago

$NVDA CEO Jensen Huang says America's technology industry is a "national treasure." Adding later on the AI opportunities in China: "We have every opportunity to succeed in the China market if they would allow for American technology companies to be able to play there."

$NVDA CEO Jensen Huang says America's technology industry is a "national treasure." Adding later on the AI opportunities in China: "We have every opportunity to succeed in the China market if they would allow for American technology companies to be able to play there."

Yahoo Finance

38,073 views • 11 months ago

Nvidia CEO Jensen Huang: The world is unaware of how deeply dependent the United States and China are on each other. The ideas that floated around about the United States decoupling from China are flawed. Our dependency on each other is quite significant, and it’s deeper than people think. This will be the most consequential relationship in the next century. Source: TIME

Nvidia CEO Jensen Huang: The world is unaware of how deeply dependent the United States and China are on each other. The ideas that floated around about the United States decoupling from China are flawed. Our dependency on each other is quite significant, and it’s deeper than people think. This will be the most consequential relationship in the next century. Source: TIME

Clash Report

26,417 views • 7 months ago

Nvidia chips have become the most smuggled technology on the planet. And the criminal networks moving them look EXACTLY like drug cartels. The entire operation just got exposed, and the details are absolutely insane: A co-founder of Supermicro, one of Nvidia's biggest hardware partners, was secretly running a $2.5 BILLION smuggling pipeline to China. Servers were assembled in the US, shipped to Taiwan, repackaged into unmarked boxes at a shell company in Southeast Asia, then forwarded to Chinese buyers who wanted the chips inside. $510 million worth of servers moved to China in just THREE WEEKS. When a broker sent him a news article about other chip smugglers getting arrested by the feds, the co-founder replied with sobbing emojis on his encrypted chat. Then kept going. This is the same Supermicro that helped Elon Musk build his Colossus AI cluster in 122 days. The same company flagging $13 billion in Nvidia Blackwell orders on their earnings call. And their co-founder was running the biggest illegal chip operation in history out the back door. It gets even crazier here though... In New York, a marketing executive was pitching GPU smuggling on WeChat calling it "lucrative." In Tampa, a guy set up a fake realty company to ship A100s to China and moved 400 GPUs before getting caught. In one of the wildest stings ever, federal agents seized smuggled chips and the smugglers thought they'd been STOLEN. They sent an inspection team to a government warehouse, verified the Nvidia labels, then wired a $1 million ransom to a government-controlled bank account. The feds watched it all on surveillance cameras. Next day the smugglers rolled up with three semi trucks. Federal agents were waiting. In the past 12 months, the Commerce Department has collected nearly $420 million in penalties for semiconductor smuggling to China. Applied Materials paid $252 million and Cadence paid $95 million after admitting employees sent chip design tech to a Chinese university running nuclear simulations. Now here's where the story gets complicated: The US government spent YEARS building export controls to keep these chips out of China. Billions of dollars in enforcement, sanctions, entity lists, licensing requirements. But none of it worked. Nvidia's market share of AI chips in China has dropped to ZERO because China found other ways to get what it needs through Huawei. Jensen Huang told American lawmakers the export controls "largely backfired." Conceding an entire market the size of China makes no strategic sense when Chinese AI talent is world class and their energy is cheaper. Meanwhile Trump approved H200 sales to China with a 25% fee to the US government. Ten Chinese companies got clearance. But not a SINGLE chip has been delivered because China's own government is now BLOCKING the purchases. Beijing told Chinese firms not to buy American chips. They want domestic investment flowing to Huawei instead. So now you have a situation where the US spent years trying to stop China from getting Nvidia chips, criminal networks built a billion dollar black market to smuggle them anyway, Trump finally approved sales, and China said "we don't want them anymore." The chips America tried to keep out of China are now being REFUSED by China. Nvidia is caught in the middle of all of it. Jensen Huang flew to Beijing this week after originally being left off Trump's delegation. Trump saw the news coverage about his absence and called him the morning of the trip. The most valuable chips in the world are being smuggled through shell companies, fake real estate firms, encrypted chats, unmarked boxes, and billion dollar laundering operations. America spent billions trying to keep these chips away from China, and criminals spent billions trying to sneak them in. But China just moved on and built their own through Huawei. The entire war was basically for nothing.

Nvidia chips have become the most smuggled technology on the planet. And the criminal networks moving them look EXACTLY like drug cartels. The entire operation just got exposed, and the details are absolutely insane: A co-founder of Supermicro, one of Nvidia's biggest hardware partners, was secretly running a $2.5 BILLION smuggling pipeline to China. Servers were assembled in the US, shipped to Taiwan, repackaged into unmarked boxes at a shell company in Southeast Asia, then forwarded to Chinese buyers who wanted the chips inside. $510 million worth of servers moved to China in just THREE WEEKS. When a broker sent him a news article about other chip smugglers getting arrested by the feds, the co-founder replied with sobbing emojis on his encrypted chat. Then kept going. This is the same Supermicro that helped Elon Musk build his Colossus AI cluster in 122 days. The same company flagging $13 billion in Nvidia Blackwell orders on their earnings call. And their co-founder was running the biggest illegal chip operation in history out the back door. It gets even crazier here though... In New York, a marketing executive was pitching GPU smuggling on WeChat calling it "lucrative." In Tampa, a guy set up a fake realty company to ship A100s to China and moved 400 GPUs before getting caught. In one of the wildest stings ever, federal agents seized smuggled chips and the smugglers thought they'd been STOLEN. They sent an inspection team to a government warehouse, verified the Nvidia labels, then wired a $1 million ransom to a government-controlled bank account. The feds watched it all on surveillance cameras. Next day the smugglers rolled up with three semi trucks. Federal agents were waiting. In the past 12 months, the Commerce Department has collected nearly $420 million in penalties for semiconductor smuggling to China. Applied Materials paid $252 million and Cadence paid $95 million after admitting employees sent chip design tech to a Chinese university running nuclear simulations. Now here's where the story gets complicated: The US government spent YEARS building export controls to keep these chips out of China. Billions of dollars in enforcement, sanctions, entity lists, licensing requirements. But none of it worked. Nvidia's market share of AI chips in China has dropped to ZERO because China found other ways to get what it needs through Huawei. Jensen Huang told American lawmakers the export controls "largely backfired." Conceding an entire market the size of China makes no strategic sense when Chinese AI talent is world class and their energy is cheaper. Meanwhile Trump approved H200 sales to China with a 25% fee to the US government. Ten Chinese companies got clearance. But not a SINGLE chip has been delivered because China's own government is now BLOCKING the purchases. Beijing told Chinese firms not to buy American chips. They want domestic investment flowing to Huawei instead. So now you have a situation where the US spent years trying to stop China from getting Nvidia chips, criminal networks built a billion dollar black market to smuggle them anyway, Trump finally approved sales, and China said "we don't want them anymore." The chips America tried to keep out of China are now being REFUSED by China. Nvidia is caught in the middle of all of it. Jensen Huang flew to Beijing this week after originally being left off Trump's delegation. Trump saw the news coverage about his absence and called him the morning of the trip. The most valuable chips in the world are being smuggled through shell companies, fake real estate firms, encrypted chats, unmarked boxes, and billion dollar laundering operations. America spent billions trying to keep these chips away from China, and criminals spent billions trying to sneak them in. But China just moved on and built their own through Huawei. The entire war was basically for nothing.

Ricardo

17,419 views • 2 months ago