Nvidia CEO wants Taiwan to be center of “AI revolution,” not US
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RickRoyLeonPrisZhoraRacha
Ars Scholae Palatinae
Jensen said the same thing about OpenAI "investment of $100Billion" but then "corrected" the journalist that, "we said we would commit to about $100Billion but not fully invest that all at once". Nonsense!
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MilanKraft
Ars Tribunus Angusticlavius
You guys will think I'm crazy, but I wonder if guys like Huang find Taiwan's policy makers to be more... logical and predictable than certain competing options... when discussing and managing complex market issues, and shepherding major infrastructure projects. Also there's that tiny detail of TSMC offering world-class manufacturing options.
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That's a ballsy move. One can envision Dementia Don washing his hands of Taiwan and simply allowing China to take over, if only to cement Intel as the only cutting-edge Western foundry.
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It's remarkable that the idiots who put this administration in power and the idiots who make up this administration have effectively made the US a less stable option than a country under near constant threat of invasion by China.
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Going all-in on Taiwan and expecting China to have no problem with that and happily buy your Taiwanese products doesn't make a whole lot of strategic sense either, but then again I'm no tech billionaire in a cheap-looking leather jacket, so what do I know.
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Making Taiwan a juicier target while we have the most inept moron running the country and the second most inept moron running our military sounds like.... an.... idea. Not a good one.
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I like this, the more investments there are in Taiwan, the more critical it will be, the more the world would want to defend it if the CCP ever dares to attack it.
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Also Huang and the entire AI Bubble of Friends have been babbling massive stupid numbers in legally non-binding forms for years. It is simple consequences-free stock-price manipulation at this point.
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Thanks for the (L). It made me briefly imagine what it would be like to need that caption to identify Trump. Although I think "listens" is maybe an unwarranted inference.
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I wonder if there is some kind of pseudo-big-brain thinking going on that if nvidia can make Taiwan even more indispensable to the US, that maybe there would be some kind of formalization of the US defense posture re: Taiwan. I'm not saying he's right to think that that would be the outcome....
Making Taiwan the center of AI innovation and making Taiwan the 51st state would accomplish both goals! (I would not wish this specific plan upon the Taiwanese people, though I suspect I wouldn't mind 22M additional voters who like a strong social safety net)
Making Taiwan the center of AI innovation and making Taiwan the 51st state would accomplish both goals! (I would not wish this specific plan upon the Taiwanese people, though I suspect I wouldn't mind 22M additional voters who like a strong social safety net)
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Ah, yes. An epicenter. The term used to describe the place from which an incredibly destructive disaster emanates.
Fitting, to describe AI.
Fitting, to describe AI.
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There are few guarantees in life, but Taiwan taking steps towards US statehood will absolutely trigger an invasion by China.
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Not crazy at all..
It can be said that Taiwan's existence and continued existence almost exclusively depends on their position as a tech foundry to the world - a fact never lost on it's government and various CEOs and it gives them some particular types of focus.
They have clear objectives, namely, continued survival, but those strategies also make them a shite ton of money and so the results are policies and stances that tend to be easy to define, long term and stable.
There will always be the risk, of course, that China goes Trumpian in thinking and decides to invade anyway (with all the disastrous consequences tech-wise that would bring) but the bets are that wont happen.
Edit: Spelling
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If any US official were to even make a joke or an insinuation to something like that, it would probably trigger a massive outrage by China - certainly an ambassador will be summoned to give numerous clarifications and apologies.
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That headline could be a template for so many things. "[Unintended Consequences as] Trump’s Plan to [Anything, Really] Backfires"
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At some point this also sounds like Nvidia starting to grasp at straws for customers. All this reporting of 'massive AI data center buildouts' and not a single completed one, aside from Elon's diesel powered cancer center.
Where is Nvidia putting all the purchased chips? Who is making money at this point?
Where is Nvidia putting all the purchased chips? Who is making money at this point?
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Backfiring is a common Trump policy outcome. Spreading your risk is understandable in the current political environment.
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How is this something a modern company can just do and ignore the strategic interests of countries? This is the equivalent of a maker of submarine propellers selling the USSR technology in the 70s and 80s. Capitalism needs to take a knee to the needs of democracy.
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One of the rare things he genuinely cares about is the stock market.
China invading Taiwan would instantly halve most indexes, and could drop them 80 or 90% in under a week.
Interfering with TSMC fabs is so bad for the world's economy and "stability", even Xi is afraid of it.
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In the modern world economics are still part of national security. They couldn’t really hold off China if the Chinese decided to invade….
….but….
….they can be Too Big To Fail.
….but….
….they can be Too Big To Fail.
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The funniest Taiwanese legal crackpot theory is that Taiwan is US territory since we never officially disposed of the island after taking possession from the Japanese.
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This is the right move, because NVIDIA's competition is Google's TPUs. They need to be at the cutting edge where manufacturing is happening - building on a bleeding edge node is not simply placing an order, it's co-development.
I was in the Mandarin Oriental when Jensen Huang visited Taiwan and let me tell you he is revered like a celebrity there, so there's a significant familiarity that extends far beyond just being raised there in his youth.
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To the contrary. It increases the need for the US to be firm on Taiwan staying independent. In a way, Huang forced the US’ hand.
Dementia Don may not comprehend this relationship, but hopefully his successors will.
We can measure China’s urgency to take Taiwan by their insistence in pushing Huawei. If they make themselves in any way dependent on Taiwan for AI, that means reconquest has been postponed. I suspect they will continue to push Huawei. Xi won’t live forever and history books don’t remember the guy who prepared the ground for another guy’s conquest.
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Xi wants 3 names to be repeated for modern China: Mao Zedong, Deng Xiaoping, and Xi Jinping. He has all but erased the Jiang Zemin contingent in the government.
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Nvidia H200 chip imports were blocked by the Chinese government shortly after Trump lifted the export restrictions last year. It's not as if China is clamoring for high end Nvidia chips at the moment.
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Tell that to Huang, he seems to think he has a shot. He doesn't, but he has way too much money to worry about trifling details like "reality." If he pretends hard enough to have a vast untapped market in China, somebody will throw another trillion on his valuation.
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A certain middle Eastern strait has shown that normal economic logic no longer really matters for certain decision makers... at least the ones that would be positioned to support such defense.
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Except POTUS himself, of course. He can wildly threaten to annex land that has nothing to do with America and face no repercussions because he has no shame, or sense, or a single damn to give about international relations.
If Taiwan offered to build a Trump golf course he'd deploy strategic nukes to Taipei and officially rename it "Washington Junior."
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In an industry of circular financing, it's hard to know whose money is actually being proposed for this investment.
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It should also be noted that this is happening at a time when China's own chip foundries are getting off the ground and producing GPUs that, while not cutting-edge, are moving into market spaces that Nvidia and AMD have abandoned in favor of chasing AI. So, not only is there a huge opportunity for a market upset, it's also giving China the power to be the one controlling that upset. And if there's one thing that China's current leadership has repeatedly demonstrated, it's a willingness and foresight to invest in, plan for, and play the long game. So you can bet there are conversations about making this happen. Because of course China wants to become a global leader in GPU manufacturing, using the 'free for the taking' consumer market as a springboard to dominance.
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But maybe spread a little to Singapore/Malaysia/Korea/Japan? I get the guy is from Taiwan as a kid, but...
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Oh yeah that's a reeeeeaaaaaal high bar to clear isn't it? I don't like Jensen. He's as grubby and money-hungry as the lot of them, but I don't think you could ever call him stupid. He's selling the shovels in the gold rush, as I've seen others put it.
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It's an apt analogy with the one distinction that usually gold rushes involve real physical gold whereas in this case, most of the gold is imaginary bullshit.
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I am not sure how much of a security guarantee, being the world's AI chip foundry is for Taiwan. If the Chinese send 200 cruise missiles to certain buildings in a single night, effectively ending Taiwan's chip industry; what would the US be protecting by going to war.
Edit:
I think this might be being interpreted as a value judgment rather than an observation on how the current US administration operates.
Edit:
I think this might be being interpreted as a value judgment rather than an observation on how the current US administration operates.
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