Jensen Huang, two weeks ago:

seeing as this has now escaped containment — to clarify, I think Jensen is either wrong or trying to mislead people. I wrote about this a couple weeks ago: transformernews.ai/p/the-contradi…

@ShakeelHashim Huawei did ship millions of chips last year - they shipped approximately 800k Ascend-class GPUs, and they also shipped roughly 50 million smartphone SOCs, mostly 7nm (which include decent FLOP capability).

@ShakeelHashim This is cope. That production level is indeed more compute than Anthropic is known to have, and production rate has doubled in less than 12 months and continues to increase. And Jensen’s point was that China will ramp if we force them to, not that they currently exceed US labs.

@ShakeelHashim Never seen a CEO be as frustrating as this interview. Lying, comparing using GPUs to chaining together legacy chips all while continuing to call Dwarkesh “illogical” just because he wants to be able to sell China chips

@ShakeelHashim A random Reuters article written by a nameless person is more accurate than a CEO of a trillion dollar company. You are a clown

@ShakeelHashim This argument also totally forgets the fact that China's playbook has always been to let Western companies in, come up, buy their stuff, and then steal it. It does not matter if Nvidia is allowed to sell chips to China or not, China is going to find a way to replace Nvidia chips

@ShakeelHashim @BogdanIonutCir2 Crazy how the CEO of the world's biggest company just lies constantly

@ShakeelHashim singular ascend variant not including previous and also none from baidu or baba accelerators. it is multiple millions

@ShakeelHashim The entire AI boom was built on 2 million Hopper chips *in total*. 750k is a huge number and a scary fast ramp up. China will ship 3 million in 2027. Stop being so goddamn edgy and do your research!

@ShakeelHashim Is Jensen compromised by the CCP?

@ShakeelHashim Jensen, first and foremost, is a salesman. He is not a reliable voice in the current status of the market.

@ShakeelHashim Dwarkesh: but how many? Jensen: super duper so many infinity squared

@ShakeelHashim This is ONE specific chip though and Jensen was just saying that Huawei shipped millions of chips last year. Meaning that they definitely have the capacity to reach real scale.

@ShakeelHashim Jensen is lying to scare monger the west into giving him more money.

@ShakeelHashim He has a vested interest in lobbying to allow sale of his chips to China

@ShakeelHashim Call me crazy but I suspect Huawei have more than a single SKU.

@ShakeelHashim that's one next gen chip. let's have a full list.

@ShakeelHashim What is your thesis? That China can’t scale manufacturing? That’s like the number one thing they are good at.

@ShakeelHashim Like China is not good at scaling and “overcapacity” 😀

@ShakeelHashim so jensen is misleading people to justify selling blackwells to china

@ShakeelHashim yes this is about 2026, but JH is talking about mid to long-term. He is the CEO and founder of the most valuable company because he is visionary. Always remember that « necessity is the mother of invention »

@ShakeelHashim Why would you trust Reuters on the figure.

@ShakeelHashim that's like 3 or 4 collosus clusters in h100 equivalent, no? it's so over

@ShakeelHashim falling for state propaganda like this. y’all are embarrassing

@ShakeelHashim brother …

@ShakeelHashim Jensen

@ShakeelHashim double agent taiwan ancestry?

@ShakeelHashim …but that's not the only kind of chip that China intends to manufacture in 2026

@ShakeelHashim Reuters could be wrong too.

@ShakeelHashim @ChrisRMcGuire

@ShakeelHashim huang is full of shit lmao

@ShakeelHashim he is "the man", also, not a loser.

@ShakeelHashim Its impossible to know exactly whats happening in China, its a black box