Earlier this week Nvidia, America’s most important tech company, beat earnings and revenue forecasts as the company saw data center sales jump an incredible 73%. It was an amazing result that sent Nvidia shareholders into euphoria as the stock jumped 5% and Nvidia’s market cap grew to allow the company to once again reclaim it’s position as the most valuable company in the world.
The most revealing part to me is not just Nvidia’s loss, but Huawei’s gain. That $15B shift is not just a revenue swap,it’s a generational tech realignment. When you cut off your competitor’s oxygen, you’re betting they’ll choke. But what we’re seeing is China growing gills.
Also, if half the world’s AI researchers are in China, and the US starts shutting doors to the other half… that’s not protecting IP, that’s cutting off our own talent supply. I don’t see how we lead in AI while building walls around the lab.
Would love to see a serious policy discussion that separates national security from economic self-harm. Because right now, we’re giving away the future in the name of protecting the present.
US political agendas will always fail in the long run. Since you can't become president of the USA without a (partially) racist agenda (even if you are a partial negro like Obama). And racism, like all lies, always fails in the long run.
I don’t want AI anyway. Good riddance. China also developed a new green energy breakthrough which warrants media coverage.
The most revealing part to me is not just Nvidia’s loss, but Huawei’s gain. That $15B shift is not just a revenue swap,it’s a generational tech realignment. When you cut off your competitor’s oxygen, you’re betting they’ll choke. But what we’re seeing is China growing gills.
Also, if half the world’s AI researchers are in China, and the US starts shutting doors to the other half… that’s not protecting IP, that’s cutting off our own talent supply. I don’t see how we lead in AI while building walls around the lab.
Would love to see a serious policy discussion that separates national security from economic self-harm. Because right now, we’re giving away the future in the name of protecting the present.
US political agendas will always fail in the long run. Since you can't become president of the USA without a (partially) racist agenda (even if you are a partial negro like Obama). And racism, like all lies, always fails in the long run.