- Hope the Blackwell can be sold in China but that's a decision for President Trump to make
- China makes plenty of AI chips itself, and Chinese military have plenty of access to chips made in China
- China has blocked H20, they are saying they have plenty of chips themselves, in terms of national security that's a sign that China doesn't want US chips
- AI is evolving to be quite useful to the extent that it is now profitable
- We're really in the beginning of a ten-year build out of a new computing platform
- Korea has to be the chance to be one of the world's major AI hubs
- Disappointed by market share fall in China but irrespective of that, Nvidia is going to keep growing
- China is a very large and important market, there's so much AI research in China, China is simply irreplacable
As a reminder, after the meeting with Xi, Trump said that they did discuss chips and that they're (the Chinese) going to be talking to Nvidia and others about taking chips. When asked about Blackwell specifically, he answered "we’re not talking about the Blackwell."
Moreover, US Trade Representative Greer said that the Blackwell chips were not part of the talks with the Chinese and added that they are unlikely to be part of future negotiations.
