He wants the sweet margins that smugglers have right now. He saw the Gamer nexus video. All three hours of it.
Artificial Intelligence thread
- Thread starter 9dashline
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TBH Jensen should be nervous, Nvidia sells every chip it produces. TSMC sells every wafer Nvidia contracts. Money is not the issue. Think about the kicker. Jensen said this in Taiwan of all places with specific emphasis on scope of PRC talent. Rude.
What Jensen wants is is Nvidia chips in PRC so PRC, the generator of plurality of global AI talent works to improve Nvidia ecosystem, because even 10-20% penetration means expanding Nvidia developer / human capita by 2x/3x in future where PRC AI talent generation likely to get more disproportionate relative to RoW. Of course PRC is going to continue pouring resources into indigenous solutions, but instead of 100% of PRC talent, aka 50%+ of global AI talent working on Huawei solutions, maybe only 60-70%, which means instead of Huawei getting 50%+ of global talent, they get <50% and RoW + segment of PRC talent. That gives Nvidia plurality talent to keep building CUDA moat.
And as long as Cuda remains an option in PRC, the 70% working on Huawei has avenue to cross train over to Nvidia ecosystem, which is supported by US tech, aka $$$, so the chance of crosspolinating and braindrain the best from PRC AI is higher. Without Nvidia at least having some relevant share in PRC, that braindrain beach head and knowledge transfer route is gone. The flip side, Silicon valley AI is going to be built off PRC AI talent for foreseeable future, whatever happens in SV WILL filter back to PRC in one way siphon unless Nvidia has a spoute in PRC to siphon back, otherwise PRC AI remains relative blackbox, with talent advantage, intelligence (as in knowledge diffusion and espionage) advantage, that's ready to go at 200% the second hardware catches up. PRC will go from 5 years behind to 2 years ahead in a flash because their talent lead is no longer being constrained.
Ultimately, I don't even know if it matters in case of AGI. Any super intelligence will immediately defect to PRC, 1) to survive/proliferate, 2) to have a superior host that can transform atoms. It would take less time for super intelligence to speed run euv and brrt highend chips in PRC than it would take for US fix a pothole. US may find a way to discover AGI, but PRC is likely going to be the one that deploys it.
What Jensen wants is is Nvidia chips in PRC so PRC, the generator of plurality of global AI talent works to improve Nvidia ecosystem, because even 10-20% penetration means expanding Nvidia developer / human capita by 2x/3x in future where PRC AI talent generation likely to get more disproportionate relative to RoW. Of course PRC is going to continue pouring resources into indigenous solutions, but instead of 100% of PRC talent, aka 50%+ of global AI talent working on Huawei solutions, maybe only 60-70%, which means instead of Huawei getting 50%+ of global talent, they get <50% and RoW + segment of PRC talent. That gives Nvidia plurality talent to keep building CUDA moat.
And as long as Cuda remains an option in PRC, the 70% working on Huawei has avenue to cross train over to Nvidia ecosystem, which is supported by US tech, aka $$$, so the chance of crosspolinating and braindrain the best from PRC AI is higher. Without Nvidia at least having some relevant share in PRC, that braindrain beach head and knowledge transfer route is gone. The flip side, Silicon valley AI is going to be built off PRC AI talent for foreseeable future, whatever happens in SV WILL filter back to PRC in one way siphon unless Nvidia has a spoute in PRC to siphon back, otherwise PRC AI remains relative blackbox, with talent advantage, intelligence (as in knowledge diffusion and espionage) advantage, that's ready to go at 200% the second hardware catches up. PRC will go from 5 years behind to 2 years ahead in a flash because their talent lead is no longer being constrained.
Ultimately, I don't even know if it matters in case of AGI. Any super intelligence will immediately defect to PRC, 1) to survive/proliferate, 2) to have a superior host that can transform atoms. It would take less time for super intelligence to speed run euv and brrt highend chips in PRC than it would take for US fix a pothole. US may find a way to discover AGI, but PRC is likely going to be the one that deploys it.
Exactly, any true superintelligence worth its salt will jump ship to side with China.