Nvidia CEO wants Taiwan to be center of “AI revolution,” not US

Nvidia will invest $150 billion a year to make Taiwan an AI “epicenter.”

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[randomcat]

“Conceding an entire market the size of China probably don’t make a lot of strategic sense,” Huang said

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.

 

[randomcat]

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.

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.

 

[randomcat]

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.

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."

 

[randomcat]

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.

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.

 

[randomcat]

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.

Fabs are delicate. A handful of clever partisans with boltcutters, sledgehammers and maybe field expedient incendiary devices could cripple the entire national industry in minutes. This also applies generally to every major industry and utility in the US, but... try not to think about that, I guess.