The fallout of the Jensen affair continues, and its blast radius is certainly not limited to NVIDIA or even AI.
Why listen
It goes beyond the title with direct discussion of china, nvidia, jensen, including: It's clear that as the lame duck session of Congress begins, this is being seen as a key inflection point to make some key shifts in geopolitical priorities.
Key takeaways
01NVIDIA must now change its corporate practices and appoint leadership that makes national security its top priority
02Basically, they're dealing with a couple generations of technology ago, like the H-100s, while we have the much more powerful Vera Rubin system running
03What Gavin is arguing is that in this scenario one, scaling laws that power the development of AI models means that basically definitionally, if they only have access to those wors
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