Brad Gerstner

And I just saw this morning, you're seeing announcements out of Huawei and BABA and others that they're going to build data centers around the world now.

Huawei has a three-year plan to pass NVIDIA, funded by the monopoly profits in the biggest AI market in the world.

So it's looking like your admonition

that this is a huge mistake to hand China, you know, monopoly markets is coming true.

The president said, you know, after kind of the ban on H20s, now we have a situation where you can sell, you know, chips to China, but there's a 15% export tax.

But now it appears that the Chinese, perhaps offended by statements out of the United States, are saying, no, NVIDIA is not allowed to sell here now.

Where do we stand today between NVIDIA and China?

And can you reiterate kind of what you think we as a country should be doing to put ourselves in a best position to win the AI race around the world?

The skeptic says, Jensen just wants to sell more chips, and if he can sell them to China, great, he'll sell them to China.

He doesn't care about, you know, what that means for America.

That's a skeptic.

Correct.

And I think anybody who knows you, and now the president, certainly myself, you deeply care about the country.

You deeply want the United States of America to win the global AI race.

You just happen to believe, and I think you have as much experience or more experience than anyone, that inures to our advantage, the probability of us winning the global AI race actually goes up if you are competing in China.

That's right.

Because it allows us to tap into half of the world's AI engineers, keeping them in this ecosystem.

And let's be clear, with the companies we're talking about here, ByteDance,

Alibaba, etc.

These are companies that are largely owned by American investors.