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 Why argue when you're flat out against shipping any AI chips to China in all instances. Jensen doesn't underestimate the competition & rather be competing in China than guessing from the outside. This is what a leading CEO does.

@ShakeelHashim Disagree 1/ Export controls trade long-term software dominance (CUDA) for short-term hardware delays. Win battle, lose war. 2/ US policy accelerated Chinese self-sufficiency while algorithmic leaps (DeepSeek) bypass compute caps. Pols with your view causing US to lose AI race.