📍The explosive podcast between Jensen Huang and Dwarkesh: China will develop AI strongly even if the US bans it

📌 Jensen Huang said he doesn’t see NVIDIA as a GPU-selling company, but as a “machine that turns electricity into value.” Jensen believes most markets misunderstand the future of AI.
Most think that as AI develops, software will become cheaper and easier to build, and eventually NVIDIA will lose its advantage (actually, I also think so).
Jensen’s rebuttal is that supply and demand are locked in a self-reinforcing loop that keeps growing together:
- The stronger the AI becomes, the more tools are needed
- AI agents increase the demand for software, and software will evolve according to AI needs
📌 On the bottleneck (bottleneck) of AI:
Jensen said chips, CoWoS, HBM… will be easily resolved within 2-3 years.
What has to be addressed is electricity demand and skilled labor (deployment engineer). The world won’t lack chips; it will lack people to operate data centers.
📌 Debate between the US and China
Jensen denies the logic of “if you ban it, you win”; China already has:
- Computing power (compute)
- Electricity
- 50% of AI researchers
If NVDIA or the US doesn’t sell chips: China will still develop on its own stack, with a massive demand at home.
-> If the US bans it in a strong-handed way, it will backfire, leading to a loss of market share, and in the long run, a loss of US influence globally.
And some other ideas in the entire podcast focus on AI technology and the ecosystem, sharing about the process of guiding NVDIA...