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Philip Pilkington on Jensen Huang and AI

The Trump administration reportedly withdrew from chip sanctions quietly before Jensen Huang lobbied to reverse them, even though the US government was aware of a suspected Chinese intelligence trap involving him for nearly a year. President Trump knew about the situation and the State Department prepared a classified warning, yet no action was taken regarding the alleged threat. Economist Philip Pilkington, author of The Collapse of Global Liberalism and Chief Strategist at PI Privatinvestor Capital, attributes this inaction to factors beyond Jensen Huang personally. Pilkington argues the core issue is determining the winner of the AI race and the method used to get there. Jensen Huang increased support for open-source models and acquired Hugging Face for $12 billion in September. The text states Huang's strategy involved using OpenAI and affordable hardware to outcompete China on chips. This model is described as benefiting manufacturers, engineers, and real-world AI applications. Closed-source models are characterized as rent extraction requiring perpetual payments. The author claims closed-source survival depends on governments eliminating competition under national security pretexts. Chip sanctions implemented last year failed while China restricted rare earth metals. In the current instance, the government targeted Huang directly rather than sanctioning specific chips.

13h

Jolyon@jolyon

Follow

Philip Pilkington on Jensen Huang and AI

The Trump administration reportedly withdrew from chip sanctions quietly before Jensen Huang lobbied to reverse them, even though the US government was aware of a suspected Chinese intelligence trap involving him for nearly a year. President Trump knew about the situation and the State Department prepared a classified warning, yet no action was taken regarding the alleged threat. Economist Philip Pilkington, author of The Collapse of Global Liberalism and Chief Strategist at PI Privatinvestor Capital, attributes this inaction to factors beyond Jensen Huang personally. Pilkington argues the core issue is determining the winner of the AI race and the method used to get there. Jensen Huang increased support for open-source models and acquired Hugging Face for $12 billion in September. The text states Huang's strategy involved using OpenAI and affordable hardware to outcompete China on chips. This model is described as benefiting manufacturers, engineers, and real-world AI applications. Closed-source models are characterized as rent extraction requiring perpetual payments. The author claims closed-source survival depends on governments eliminating competition under national security pretexts. Chip sanctions implemented last year failed while China restricted rare earth metals. In the current instance, the government targeted Huang directly rather than sanctioning specific chips.

13h