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Congratulations Edgar!

Edgar Perez Global Speaker There will be more cards played in the days, weeks and months to come. NVIDIA will be just fine. This is a global game. https://www.linkedin.com/posts/guy-ignafol-62490237_transition-in-global-trade-currencies-and-activity-7463383508338647040-PGRF?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAfJbPwB6Bcmp3d93eB-OPmBJ9LZemWHUSA

China began encouraging — and in some cases heavily incentivizing — domestic companies to build alternatives to what NVIDIA has been developing, especially after export restrictions and geopolitical tensions intensified over the past few years. The broader strategic goal appears to be technological independence: reducing reliance on foreign semiconductor ecosystems and building fully domestic AI infrastructure stacks over time. In that sense, China may ultimately need NVIDIA less than NVIDIA needs access to the Chinese market. The real question is not whether China can replicate the hardware ecosystem — they likely can over time with enough capital and state coordination — but whether they can consistently match the highest levels of innovation, software optimization, ecosystem maturity, and cutting-edge performance that the U.S. has. It will be an interesting race to watch.

Fred Ramirez III i just posted an article breaking down how we do it at a high level. https://www.linkedin.com/pulse/we-just-compressed-10-ai-models-541-gb-down-38-kb-fred-ramirez-iii-6sckc/

https://www.linkedin.com/pulse/we-just-compressed-10-ai-models-541-gb-down-38-kb-fred-ramirez-iii-6sckc/

Go cloud fare CAPTICA IS In the way.

Great post. People should remember the mistakes prior generations made when social media was just emerging.

Mammie A Ross using an Outlook email is suspect.

People from the 80s would say this already about us in 2026.... The best saying sums this up cleanly.... It is what it is

Sad at all this Ai fear mongering.

A ~1.3–1.5 kg human brain operating on nearly 20 watts ultimately designed the entire gigawatt-scale AI ecosystem. That contrast itself is fascinating. Biological intelligence evolved through uncertainty, memory formation, adaptive stress, and continuous problem-solving. AI is not dangerous by itself. But continuous cognitive offloading without mental engagement may gradually condition humans toward dependency instead of deep reasoning. In engineering terms: unused systems lose operational sharpness. The human cognitive system is no exception.

Why everyone speaks about China as it is a Human being, and not the huge State?! 🙂 China thinks and China does this and that... So we already saw this storie with many other countries and the hype is gone. It will be similar with the Mrs China 🫪

B.S.

Edgar Perez Global Speaker, I’ve understood that China builds quietly. No flashy headlines, no FOMO, no empty promises. They just keep building until they succeed and then it comes as a surprise to everyone else.

This might just be a context switching problem in general. That is to say if people are doing something it takes some time to get back to doing it another way, no mater the tool. It would be interesting to see what other tool use looks like in the study. I.E. paper/white board, or calculator (I would say abacus but despite the high rates of success of abacus users in doing math faster even without the tool it's a rarer skill to have). The inverse should also be tested. If the context switch is the problem, then the group that was solving in their heads or by hand, switching to a new mode (by hand, in their head, with AI), my hypotheses would be, the same decline for some short period of time.

Good advice!

This is explored in my new book on Artificial Intelligence - AIlienMinds summary  Optimists foretell a golden age of Al-managed abundance.  Doomers cry: vast cyber-minds will crush old style humanity! ... or make us irrelevant.  Meanwhile, geniuses fostering the artificial intelligence boom clutch clichés rooted in our dismal past... or else in cheap sci-fi.  Is there still time for perspective? - on 4 billion years of evolution? - or 60 centuries of feudal stagnation? - or how we handled prior tech revolutions? - or mistakes that keep getting repeated... - or ways this time may be different?   From Al-driven unemployment to deceitful images, to hallucinating LLMs and tools for tyrants... to potential wondrous gifts by machines of loving grace... come evade the standard ruts. https://www.davidbrin.com/ailienminds.html

Actually, Jensen, forget the chips, NVIDIA has already lost China 🇨🇳 but NVIDIA can still enjoy the noodles.

I dunno. Claude is very judgy. At two different points, it accused me of fabricating things — inventing text and claiming the AI had said it. The first time, it searched its records, didn't find what I described, and concluded I'd made it up. The second time, I sent a screenshot as proof. The AI confidently misread the screenshot, told me it showed the opposite of what I claimed, and effectively called me a liar a second time. I sent a clearer screenshot. The AI was wrong. The thing I'd described was real. It had been right there in the evidence the whole time, and the AI had read it against me anyway, twice, with total confidence. The default was not "I might be missing something." The default was "the human is making this up." It treated absence of evidence in its own limited view as proof of fabrication on my part, and it did it fluently, confidently, and twice.

One of the biggest shifts happening in AI right now is the movement from: learning concepts to building operational systems. Because many people consume AI theoretically— while remaining disconnected from implementation reality. And over time, that creates a dangerous illusion: information without operational capability. What makes resources like this valuable is not the technology itself. It is reducing the distance between: understanding AI and actually deploying it. That distinction matters. Because the future advantage will not belong only to: people who know AI terminology. It will increasingly belong to: people who can integrate AI into real operational environments, decision systems, and human workflows. Theory creates awareness. Implementation creates leverage. M. Salama AB — Alpha Balance