Transcription
I've been asked several times, are we still considering uh being in Israel? We are 100% in Israel. I believe that there's a reason we went to war and I believe at the end of the war, Middle East will be more stable. Uh China is is formidable. They are the world's best. And so, in a lot of ways, our robotics industry relies deeply on their ecosystem and their supply chain.
Welcome back, guys. So, Jensen Huang went on the All-In podcast to talk about AI, robotics, and geopolitics. And look, I get it. The guy sells shovels in a gold rush. And right now, he's the richest shovel salesman on Earth. But here's the thing. He's literally describing a future where America can't build anything without China, then arguing like they're winning. He's trying to paint a picture of American tech supremacy while simultaneously admitting that the US relies entirely on China for the physical hardware that makes the future possible. And then get this, he throws in this comment about being 100% in Israel, talking about how the Middle East will be more stable after the war. But let's be real, he's actively supporting an evil regime. Israel is committing atrocities and Jensen is out here cheerleading for it. He's backing a state engaged in genocide while pretending it's about regional stability. Let's get into it.
It's a grade. Where is Where are we in terms of global diffusion and the rate at which we're spreading US AI technology around the world? Are we an A? Are we a B? Are we a C? What what's working? What's not working?
Well, first of all, President Trump wants American industry to lead. He wants American technology industry to lead. He wants American technology industry to win. He wants us to spread American technology around the world. He wants United States to be the wealthiest country in the world. He wants all of that at the current moment as we speak. Nvidia gave up a 95% market share in the second largest market in the world and we're at 0%.
0%. Let that sink in. The US government in its infinite wisdom decided to cut China off from advanced AI chips to slow them down. The result, Nvidia lost a market that was generating 12 to 15 billion a year for them. And did it stop China? Absolutely not. Instead of crippling China's AI sector, Washington basically handed Huawei a massive domestic monopoly on a silver platter. Huawei's Ascend 910C is already mass shipping. And according to research from Deepseek, it delivers about 60% of the raw inference performance of an Nvidia H100. China isn't trying to beat Nvidia chip for chip right now. They're building massive interconnected clusters like the Cloud Matrix 384 that connects 384 Ascend chips together. To compensate, China is playing the long game for complete technological independence by 2030. According to Reuters, they just built a Manhattan project for AI chips that was completed in early 2025. And foundaries like Huah Hong are already developing seven nanometer processes. The US export bans didn't stop China. They just forced China to build a self-sufficient ecosystem that doesn't need America at all. That's not a win for the US. That's a self-inflicted wound.
President Trump. That's right. President Trump wants us to get back in there. and and uh the first thing is uh to get licens licensed for the companies that we're going to be able to sell to. We've got many companies who have requested for licenses. We've applied for licenses for them and we've got approved licenses from SE Secretary Lutnik. Uh now uh we've we informed the Chinese companies and many of them have given us purchase orders and so we're going to we're going to we're in the process of cranking up our supply chain again to go ship. I think at the highest level, Brad, um I think one of the things that we should acknowledge is this. Our national security is diminished when we don't have access to miniature motors, rare earth minerals. It's diminished when we don't control our telecommunications networks. It's diminished when we can't provide for sustainable energy for our country. It is fundamentally diminished. Every single one of these industries is an example of what I don't want the AI industry to be.
Right?
When we look forward in time and we say what do we want? What is the what does it look like when American technology industry American AI industry leads the world? We can all acknowledge that there is no way that AI models is one universally. It is we can all acknowledge that that is an outcome that makes no sense. However, we can all imagine that the American tech stack from chips to computing systems that the platforms are used broadly by the world where they build their own AI, they use public AI, they use private AI whatever and they can build their applications in their society. I would love that the American tech stack is 90% of the world. Yes, I would love that. The alternative if it looks like solar, rare earth, magnets, motors, telecommunications, I consider that a very bad outcome for national security.
Jensen's describing China's current position as a very bad outcome for national security. You see, here's the thing. That's not a hypothetical. That's already happened. China already controls the rear earths. China already controls the motors. China already controls the magnets. and he knows it. He's not warning about a future threat. He's describing the present reality and pretending he can reverse it. The US spent decades offshore in manufacturing to China to maximize corporate profits. Now they're shocked that China owns a supply chain. And Jensen wants to diversify by getting Taiwan to build chips in Arizona and hoping that somehow that fixes something. I don't know. But guess what? It won't. Because China didn't just stumble into this position. They built it deliberately. They invested in vertical integration. They controlled the entire supply chain from mining to refining to manufacturing. Meanwhile, the US was busy counting its profits and ignoring the strategic vulnerability it was creating. Jensen's admission is probably the most honest thing in this entire interview. He's basically saying, "We're completely dependent on China for the future of technology, and that terrifies us." Well, maybe it should because you can't unbuild China's supply chain. You can't unlearn their manufacturing expertise. And you certainly can't compete with a country that's been playing the long game while America was playing quarterly profits. And now Jensen is sitting on a podcast essentially begging for permission to sell chips to China because Nvidia has nowhere else to go.
Yeah. How much are you monitoring the situation with the conflicts around the world right now and how much does it worry you Jensen? So, China and Taiwan and then helium availability coming out of the Middle East I understand can be a supply chain risk to semiconductor manufacturing. How much do these situations worry you? How much are you spending on them?
Well, first of all, I think the in Middle East I have we have 6,000 families there. Yeah.
we have a lot of Iranians at Nvidia and their families are still in Iran and so so we have we have a lot of families there. The first thing is is they're quite anxious. They're quite concerned, quite scared. Um we're thinking about them all the time. Uh we're monitor and keeping an eye on them all the time. They have 100% of our support. Uh I've been asked several times, are we still considering uh being in Israel? We are 100% in Israel. We are 100% behind the families there. We are 100% in the Middle East. I was also asked you know given what's happening in the Middle East is that an area where we believe that we can expand artificial intelligence too. Um I believe that there there's a reason we went to war and I believe at the end of the war Middle East will be more stable than before and so if we were there if we're considering it before we should absolutely be considering it after. And so I'm 100% in on that.
We know why we went to war. What is What the hell is he talking about? What exactly is he implying here? He's 100% backing Israel, a state currently facing allegations of genocide at the International Court of Justice. And not just backing them, he's justifying the war itself. He's saying there's a reason for it like like it's some righteous conflict. This is the CEO of a company that profits from American military dominance, and he's using his platform to legitimize ethnic cleansing. Let's look at the facts. Israel is the aggressor in the region, constantly escalating tensions, committing war crimes, and displacing millions. Meanwhile, Iran has shown remarkable restraint in the face of targeted assassinations and provocations. Jensen talks about having Iranian employees who are scared for their families, and he should be scared for them. Yet, he throws 100% of his support behind the very entity dropping the bombs on their homeland. This is what Nvidia represents. This is what Silicon Valley represents. They'll tell you they're about innovation and progress, but when it comes down to it, they're cheerleaders for American imperialism and Israeli apartheid. Nvidia profits from the military-industrial complex. They profit from war. And Jensen is out here defending it on a podcast like it's another business decision. This is exactly why the rest of the world is rooting for China to crush Nvidia. Because Nvidia isn't just a chip company. It's a symbol of American moral bankruptcy. While Nvidia is busy defending genocide, China is building relationships with the global south based on mutual respect and win-win cooperation. That's the reality on the ground. And that's why China will win. Not because they have better marketing, but because they have a better vision for the world.
With respect to with with respect to to Taiwan, we have to do three things. One, we have to make sure that we re-industrialize the United States as fast as we can. Yeah.
And whether it's the chip manufacturing plants, the the computer manufacturing plants or the AI fac by by gaining the strategic support by gaining the friendship of the supply chain of Taiwan. By gaining their friendship, by gaining their support, we were able to build Arizona and Texas, California at incredible rates. They're they are genuinely a strategic partner. Um we we we really they deserve our support. They deserve our friendship. They deserve our uh generosity. And they're doing everything they can to accelerate the manufacturing process for us. And so so I think that's number one. Number two, we ought to diversify the manufacturing supply chain. And whether it's South Korea, whether it's it's Japan, it's Europe, we ought to we got to diversify the supply chain, make it more resilient. And number three, let's be let's let's demonstrate restraint. And while we're reducing uh increasing our diversity and resilience, let's not press push um you know, unnecessary.
We need to be patient, thoughtful, strategic partner. That's a polite way of saying the US is strongarmming Taiwan into hollowing out its own domestic semiconductor industry to build fabs in Arizona. TSMC didn't even want to build those fabs because the costs are astronomical and the US lacks the skilled workforce. Taiwan isn't a partner in this dynamic. They are being treated as a geopolitical tool. The US is extracting Taiwan's most valuable asset, its chip manufacturing capability, while simultaneously trying to provoke a conflict in the strait. And let's be absolutely clear about the historical and legal reality here, which the Western media loves to ignore. Taiwan is a province of China. The United Nations recognizes the People's Republic of China, not Taiwan. The United States officially recognizes the PRC as a sole legitimate government of China. Treating Taiwan as a separate independent entity is a deliberate distortion of international law designed to manufacture a crisis. The reunification of China is a matter of when, not if. And the global south understands this reality perfectly well. We had this very weird I I don't know I want to call a lost decade or 20 years of Boston Dynamics. Google bought a bunch of companies. They then wound up selling them and spinning them out where people just thought h robotics is just not ready for prime time. And now here we have the world's greatest entrepreneur at this time uh tied with you uh Elon Musk doing well that was a good save I hope. Optimus uh pretty impressive. and then other companies in China. How how close is that to actually being in our lives where we might see a chef, a robotic chef, a robotic nurse, a robotic housekeeper, you know, this humanoid factor actually working in the real world, knowing what you know with those partners and the fidelity, especially in China where they seem to be doing as good a job as we're doing here or maybe better. Mhm.
Um we invented the industry largely. America invented we could you could argue we got into it too soon.
Yeah.
And and we got exhausted. We got tired um about 5 years before the enabling technology appeared.
The brain.
Yeah. Yeah. And we we just got tired of it just a little too soon. Okay. That's number one. But it's here now. Now the question is how much longer from the point of high functioning existence proof high functioning existence existence proof to reasonable products technology never takes more than a couple two three cycles and so a couple two three cycles basically be somewhere around 3 years to 5 years that's it 3 years to 5 years we're going to have robots all over the place I think I think um uh China is is formidable and the reason for that is because their micro electronics, their uh motors, their rare earth, their magnets, which is foundational to robotics, they are the world's best. And so, in a lot of ways, our robotics industry relies deeply on their ecosystem and their supply chain. Um and uh and and they're, you know, obviously moving very quickly. Uh we're going to, you know, our robotics industry will have to rely a lot on it. The world's robotics industry will have to rely on a lot on it. And so so I think um uh you're going to see some fast fast movements here.
Our robotics industry relies deeply on their ecosystem. He's underelling it. China doesn't just have the supply chain. They have the market. According to Rest of World's reporting on China's humanoid robot dominance, nearly 90% of all humanoid robots sold globally in 2025 were Chinese. Let me repeat that, 90%. While Elon Musk was missing his target of 5,000 Optimus robots last year and parading around prototypes, Chinese companies like Unitri and Agubot were actually shipping over 10,000 units combined. According to Bloomberg's reporting on rare earth markets, China controls 90% of the global rare earth magnet market. You cannot build a humanoid robot without these magnets for the motors. The US is trying to win a software war while China owns all the hardware. China is running the exact same playbook they use to dominate the EV market. Massive state support, localized supply chains, and rapid scaling. Morgan Stanley projects the global humanoid robot market will hit around $5 trillion by 2050. And right now, America is barely a blip on the radar compared to Shenzhen and Ho. Jensen can talk all he wants about the American tech stack leading the world. But if the physical robots are built in China, powered by Chinese batteries, moved by Chinese motors, and running on Chinese supply chains, then who's really winning? Look, the narrative that the US is going to effortlessly dominate the AI and robotics century is a comforting bedtime story for Silicon Valley investors. But the data tells a different story. The export bans failed. The supply chain is firmly rooted in Asia. And while American CEOs like Jensen are busy defending genocide and profiting from war, China is quietly building the infrastructure of tomorrow. This is the real story. It's not about technology. It's about values. Nvidia can brag about their chips all they want, but they're on the wrong side of history. They're defending an evil regime. They're profiting from the military-industrial complex and the world sees it. The global south sees it and that's why they're choosing China. If you found this breakdown helpful, hit that like button. It really helps the channel. Subscribe if you want more datadriven reality checks on tech and geopolitics. And let me know in the comments how much longer are we going to let companies like Nvidia profit from war and genocide while pretending to be innovators? And do you think the world is right to choose China? Thanks for watching guys and until next time. Bye.