alt Hacker NewsThe uninformed part was a rather dismissive attitude to Chinese capabilities and the assumption that access to NVidia chips was the only important success factor.
Jensen has two core points:
- stopping selling NVidia chips to China isn't going to stop China developing AI
- stopping NVidia selling to China will ultimately ceed US leadership in chips as Nvidia's commercial edge is as much about the dominant developer ecosystem as it is the chips per se.
ie the real risk is the default world tech stack shifts to open models on Chinese chips. End result Chinese lead in both.
He has spent his entire career competing and winning and he is being told he has to stop competing in order to achieve a goal that he knows won't actually be achieved by sacrificing NVidia.
In that scenario, where somebody is suggesting you throw away your life's work for nothing - I think anybody would be animated.
>the real risk is the default world tech stack shifts to open models on Chinese chips.
As someone who isn't based in the US/EU and whose job is to deploy LLMs on premises, I can't wait for the moment when China starts selling its GPUs globally en masse with a proper CUDA equivalent. It's going to be cheaper in the long term and without all the export control drama.