Jaeden Schaefer

He then asked the audience to imagine a future where one country controls what amounts to a country of geniuses in a data center, the equivalent of 100 million minds rather than any smarter than any Nobel Prize winner all pointed in the same direction.

So I think his framing there is making this really clear why chip exports are so much like they matter so much to him.

He then had a line that made, I think, basically made his remarks go very viral.

Everyone was talking about

He said, I think this is crazy.

I'm talking about how the administration was going to let the chips be shipped at all.

He said it's a bit like selling nuclear weapons to North Korea and bragging that Boeing made the castings.

OK, obviously, this is pretty extreme.

I mean, we've been seeing these kind of these basically these chip deals going down for a long time.

A lot of the drama around this and selling to China.

I mean, Trump has banned chips being sold to China for quite a while, but has now recently opened up

Nvidia being able to sell chips to China.

But with that, there's a 25% tariff that Nvidia has to pay.

And in addition to that, these aren't the top of the line chips that Nvidia sells to American companies are kind of like their older chips, their older models, and they're able to sell them.

So in any case, some people are saying Dario is worried about what the Chinese companies are going to do.

And some people say that he is right on the money by saying we're selling nuclear weapons to China, who of course already has nuclear weapons

But in any case, somewhere I think you can imagine that NVIDIA is blowing up his phone, not super happy about all of the comments because NVIDIA isn't just a semiconductor company, right?

Anthropic obviously relies on a lot of cloud infrastructure companies like Microsoft, Amazon, and Google.

And every single one of those platforms ultimately runs on NVIDIA's GPUs.

So right now, NVIDIA sits at basically the center of the modern AI stack.