Thursday, November 06, 2025

NVIDIA $5T AI: USA vs China?

A good salesman need to keep attention, best by Fear (F in FOMO)

$5T NVidia valuation will need a lot of such attention to stay there...

But he has some good points, about China electric energy advantage

Nvidia CEO: China on track to win AI race

Nvidia becomes the world's first $5 trillion company

"Huang's warning reflected an apparent frustration with mounting calls for regulation in the U.S.
...
China is nanoseconds behind America in AI. It's vital that America wins by racing ahead and winning developers worldwide.
...
Huang called for policies to increase energy production and attract AI developers with the goal of the U.S. winning 80% of the global AI market"


China vs US Energy : r/economy


“the economy is energy transformed”


or even better

“the economy is intelligence transformed”



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