Jensen's China Revelation: Huawei is Formidable and US AI Policy Needs a Reboot!

Wake Up Sheeple! China's Not Sleeping on AI

Okay folks listen up! Jensen Huang the guy who makes the chips that power your cat videos and self driving dreams just dropped a truth bomb. He says China is *not* behind in the AI game. Not behind! It's like saying Tesla doesn't make cool cars – utterly preposterous! Huawei that company everyone loves to hate because…reasons…is apparently a tech juggernaut. Color me surprised…NOT! As I always say 'Reality is often stranger than fiction.' Time to face reality people.

The Infinite AI Race: A Marathon Not a Sprint (to Mars!)

Jensen's words not mine (though I could have said them): "This is a longtime infinite race." He's right of course. It's like the race to Mars but instead of rockets we're slinging algorithms. We're 'very close' he says of China's AI progress this isn't about being first it's about being the best... at making life multiplanetary! *adjusts monocle*.

Nvidia vs. The World: A $5.5 Billion Hiccup

So turns out tariffs and Biden era rules are cramping Nvidia's style. A $5.5 billion hit? That's like finding a slightly used Roadster in the couch cushions... irritating but not fatal. They're restricting the H20 chips... Developed specifically to comply with previous restrictions... Makes you think doesn't it? It's all about supply and demand baby!

Huawei's Secret Sauce: More Than Just Phones (and Suspicion)

Huawei is building their own AI chips? Good for them! Competition breeds innovation or as I like to say 'The path to the dark side is paved with good intentions…and really fast processors!' Jensen calls them "incredible." I'm starting to think he's been assimilated. Kidding! (Mostly.)

Uncle Sam Let Nvidia Cook!

Nvidia wants to sell chips to everyone! Well almost everyone. They're arguing that restricting sales to China is shooting ourselves in the foot. Makes sense. It's like saying 'Don't let me build rockets because…reasons!' We need policies that help U.S. companies *win* not hobble them. Come on government get with the program.

Trump Loves Jensen (and U.S. AI Infrastructure!)

Even Trump is singing Jensen's praises! $500 billion in AI infrastructure in the U.S.? Now *that's* what I call thinking big! And Jensen believes Nvidia can manufacture it all here. Onshore manufacturing? It's about damn time! As I tweeted: 'I'm certain we can manufacture onshore.' With enough willpower and maybe a few robot overlords anything is possible.