Chamath: "Nvidia is not doing what's in the best interest of the United States." 🇺🇸🇨🇳

I think we can all do the math. About 47% of all of Nvidia's revenue goes to China and Chinese related countries. And I think when you peel back this onion, what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a way station for China. And I think that is the big problem. Let's have a thought starter. If 47% of all of the AI capability and horsepower is being shipped to three Asian countries, where do you think the apps that require that amount of horsepower live? Is there a cursor of Bhutan that we did not know? Is there a great shopping app in Cambodia that's come out of nowhere that's AI powered? I think the answer is

no. Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible, Deep Seek shows up with something better, at every turn and at every step of AI, they are at the same rate or one step ahead. To be honest with you, I think the real problem that we have is that Nvidia is not doing what is in the best interest of the United States. You have an American company that has been working around the guidelines at every turn to try to land silicon into the hands of China. Late last year, they introduced this thing called this H20 that was explicitly designed for China and to be compliant with US rules at the time, which again

gives these guys substantial performance. This is a case where you have plausible deniability. I sell something to a Singaporean registered company. Plausible deniability. What am I supposed to do? You can't expect me to audit it. I think that's what Nvidia's answer will be to this question. But what is the real expectation? At a minimum, the United States should have a mechanism to understand it.