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> What is the evidence for a stock market bubble in AI? Nvidia becoming a bank and having to save / bailout failing AI and semiconductor companies. There is a
by rvz 2mo ago
> What is the evidence for a stock market bubble in AI?
Nvidia becoming a bank and having to save / bailout failing AI and semiconductor companies.
There is a reason why Jensen does not want a ban on China for selling his GPUs there:
China will build their own GPUs or AI accelerators for cheap regardless, but they will get there faster if there was an NVIDIA GPU ban.
They are already there on open weight models and Jensen knows that it is only a matter of time until China catches up with GPUs or other AI accelerators.
- locknitpicker 2mo ago> There is a reason why Jensen does not want a ban on China for selling his GPUs there: You don't need a conspiracy or a bubble theory to understand why a multinational company doesn't want to arbitrarily exclude itself from a market with a population of 1.4B.
- rvz 2mo agoThe reason was already known. Jensen publicly said that if any US government done a GPU export ban in China, they will just build an alternative GPU themselves. [0] Their point was to slow down China in 2023, but Jensen already knew that doesn't work. The government might as well have just done a ban on India as well, but obviously only China. [0] https://archive.is/MAZYk https://archive.is/MAZYk