https://tankie.tube/videos/watch/aaaae5a6-1ed8-4f93-8f9a-1ee06a5e9c0c Nvidia faces severe challenges, as China's monopolies on gallium allow its telecom providers to build low-cost 5G telecom across the world. That leads to global adoption of Chinese standards and equipment for Artificial Intelligence. To survive, Nvidia needs to keep lower-cost AI chips out of the US market. Nvidia is also desperate to sell billions of dollars' worth of its own AI chips in the Chinese market, the world's largest. But even in the US and Europe, Nvidia desperately needs power prices to fall, as new data center construction faces soaring public opposition. Closing scene, Dongting Lake, Hunan Resources and links: https://x.com/ruima/status/1955040979259650267 Fortune, AI experts return from China stunned: The U.S. grid is so weak, the race may already be over https://fortune.com/2025/08/14/data-centers-china-grid-us-infrastructure/ How much does the US depend on Russian uranium? https://www.mining.com/web/how-much-does-the-us-depend-on-russian-uranium Largest US companies by market capitalization https://companiesmarketcap.com/usa/largest-companies-in-the-usa-by-market-cap/ Nikkei, Nvidia's Jensen Huang warns of China's AI 'belt and road' ambitions https://asia.nikkei.com/business/technology/artificial-intelligence/nvidia-s-jensen-huang-warns-of-china-s-ai-belt-and-road-ambitions Huawei has one 5G power that is hard for the US to hurt https://www.lightreading.com/5g/huawei-has-one-5g-power-that-is-hard-for-the-us-to-hurt Gallium Nitride Semiconductors in 5G Networks https://www.azom.com/article.aspx?ArticleID=22494 Bloomberg, China Is ‘Rejecting’ Nvidia’s H200 Chips, Outfoxing US Strategy, Sacks Says https://www.bloomberg.com/news/articles/2025-12-12/china-is-rejecting-h200s-outfoxing-us-strategy-sacks-says Choking off China’s Access to the Future of AI https://www.csis.org/analysis/choking-chinas-access-future-ai The Rise and Fall of the BRI https://www.cfr.org/blog/rise-and-fall-bri Support for AI Data Center Bans Is Growing https://pro.morningconsult.com/analysis/ai-data-center-energy-prices-november-2025 Thu, 09 Apr 2026 03:38:03 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/aaaae5a6-1ed8-4f93-8f9a-1ee06a5e9c0c All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.