What do you think is the biggest risk from Jensen Huang’s resignation as Nvidia CEO?
Tighter US restrictions on chip exports to China
AI chip supply and development disruption in the US
China overtaking the US in the AI race
Stock market instability across tech equities
All of the above
Tighter US restrictions on chip exports to China
This can happen just because everyone (NVIDIA, Lutnik, Trump) pretends to be shocked that so much sales to Singapre/SEA region, while knives go out for 2028 election for them. Still, just as China told US to fuck Bessent’s mother over Iran economic sanctions, China will tell US to eat different shit if they want to get uppitty over this.
AI chip supply and development disruption in the US
This is unlikely. Any reduction in flows to China/SEA is more supply available for rest of world.
China overtaking the US in the AI race
This happens indepently. Nvidia chip advances since H200 are minor at signficantly higher deployment costs. Chinese hardware advances at very high pace. Software at cost points has passed US releases in last 2 months. Though recent US releases have passed those. Open, customizable releases on generic hardware are far ahead, and are solid advantages, compared to sharing data with companies financed well enough to compete in other software/research businesses, or to help skynet spy on you.
it could change the entire future of AI.
Assuming (generative) AI ever had a future is a bold move.
I have to admit, though, I’m glad to see the bubble going down so sensationally. It would have been disappointing if it just kinda faded out of existence with a whimper.
LLMs will exist in some form. The problem is they overreached with this undercooked technology, gambling on it getting better. But now they’re hitting the ceiling in the tech earlier than they hoped.
The problem is they overreached with this undercooked technology, gambling on it getting better.
Which is a bold move after the death of Moore’s Law, BTW.
It’s slamming journalism!
What future of AI? The generative AI marketed by these tech companies is the wrong sort of AI. There is a usecase for certain types of AI, but the shit these tech companies have been marketing ain’t it.
The real scandal isn’t that Nvidia’s CEO became a liability. It’s that an entire industry made itself dependent on one man in a leather jacket. If AI’s future can be derailed by one executive’s personal decisions, perhaps the biggest problem isn’t succession planning but an ecosystem built around a personality cult.
It’s not even an ecosystem, it’s just a cult, plain and simple. The whole thing is a cult. The machine god is either going to save humanity or destroy humanity and we must give it what it wants to achieve salvation. Kneel in supplication before your machine god and pledge unto it your energy, your land, your laws, your chip factories, and most importantly, your MONEY, because for some reason all gods, machine or otherwise, always need money. So unthinkably much money.
I’d prefer that it just needed one dick to bring down the whole AI bubble.
But tbh I don’t don’t think that we are seeing the bubble popping yet, as this is just a sideshow and Nvidia is one of the few that is profitable.
I think it will take OpenAI or Anthropics IPO to bring the whole system down.
Nvidia is one of the few that is profitable.
One of the very, very, few. In many ways, the only.
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