@nvidia The conversation around AI and water use needs more nuance. As AI infrastructure scales, efficiency improvements in cooling, power delivery, and data center design are becoming just as important as advances in compute. The goal should be smarter infrastructure.
@nvidia@SpaceX This also highlights an important contrast: while export controls continue reshaping access to advanced AI chips in markets like China, NVIDIA is expanding its leadership through partnerships that strengthen the broader AI ecosystem. Innovation and long-term collaboration remain.
@Benzinga This reinforces that AI infrastructure demand in China is still very real. NVIDIA is adapting its product strategy to comply with current regulations while staying engaged in one of the world's largest AI markets. The competition is evolving beyond GPUs into full-stack AI infra.
@HeyZaraKhan This is why China will always be very important for a tech company like Nvidia. Not to mention that it s a very large market. This is why export restrictions are a mistake.
@cryptogoos This is the effect of the export restrictions imposed on Nvidia. It just pushed China to develop their own chip industry. Now they don't need to import.
Those who follow Jensen Huang knows that he has been warning the US about this. It's actually common sense. Restrictions will not end the demand for advance chips, it will just redirect it.
https://t.co/AEhlbUBcA7
@Yuji1383385 Whether the final figure is $150 billion or not, the key takeaway is that AI infrastructure has become a strategic national asset. Taiwan remains the backbone of the advanced semiconductor supply chain, and investments there reflect how critical compute capacity is becoming to AI