Tae Kim

speaker

1,575 appearances 6 recordings 1 series first heard Dec 2025 last heard 29 Jul

Tae Kim’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

newest first · ▶ plays the moment

Yeah.

But, you know, 50% to 75% the next three years, I think that can happen.

Yeah.

And stocks will go much higher if that happens.

That 10x is, you know.

It's not software.

I mean, you have to actually move physical atoms.

Yeah, I mean, I've given up on China.

I mean, at GTC, Jensen said, you know, he got approvals on both sides, and then weeks later, like, that, you know, fell through again.

Like, forget China.

It probably isn't going to happen.

There was also another report that gaming GPUs were incrementally banned in China.

Like,

I just think you can't rely, temper your expectations.

I don't think China's going to happen.

I think it's just going to be the status quo where NVIDIA is not going to be able to sell to China.

And anything that happens is incremental upside, but it's not going to be a huge number anymore.

Even the stuff that is allowed is a limited number.

The way the U.S.

has approved the licenses, China is the one that's saying, no, we're not going to let you sell right now.

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