Nvidia and the Debate Over Selling AI Chips to China

I think the United States ought to be ahead.

But how is shipping chips to China keeping the US ahead? No, no, no.

Am I in United States? Do you consider me part of the United States?

Yes. You consider Nvidia a United States company? Okay.

Number one, why is it that we don't come up with a regulation that's more balanced so that Nvidia can win around the world instead of giving up the world?

Why would you want United States to give up the world?

Dario had this quote where he said, "It's like Boeing bragging that we're selling North Korea nukes, but the missile casings are made by Boeing, and that's somehow enabling the US technology stack."

Like, fundamentally, you're giving them this capability- Comparing AI to anything that you just mentioned is lunacy.

But AI is similar to enriched uranium, right?

And then it can have positive uses, it can have negative uses.

We still don't want to send enriched uranium to other countries.

Who's, who's sending enriched- The analogy here is enriched uranium is- Because it's a lousy, it's a lousy analogy.

It's an illogical analogy. I guess then the crux comes down to, how does selling them chips now help us win in the long term?

Like, Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China, extremely good.

They didn't cause them lock-in. China will still make their version of EVs, and they're dominating, or smartphones are dominating.

The premise that even if we competed in China, that we're going to lose that market anyways, you're not talking to somebody who woke up a loser.

And that loser attitude, that loser premise makes no sense to me.

We are not, we're not a car. We are not a car.

The fact that I can buy a car, this car brand one day and use another car brand another day, easy.

Computing is not like that. There's a reason why the x86 still exists.

There's a reason why ARM is so sticky. Conceding a marketplace based on the premise you described, I simply can't acknowledge that.

It makes no sense because I don't think United States is a loser.

You-- Our industry is not a loser, and that, that losing proposition, that losing mindset makes no sense to me. Okay, I'll move on. I just- Yeah.

I just want to make sure that- You don't have to move on. I'm enjoying it.

Okay, great. Yeah, yeah.