GDP(@bookwormengr):Actually Jensen Sounds quite reasonable here, and argument by @JulianGewirtz is not rooted in reality. The contingency plan for if Tiwan fell will have to be at the national & international level and not company level. What Trump was doing by getting TSMC to invest in Arizona was the right move (along with bringing Memory manufacturing). Jensen was highly supportive of that. Also, GPUs last 7-8 years. There are plenty of them (20M of them) in operation already. US ecosystem already has nearly 20 times more AI compute compared to China. It is quite ridiculous, how sane judgements are being used against him. What do you expect him to do at individual level @JulianGewirtz, can you spell out?

2026.11.09 23:47

Actually Jensen Sounds quite reasonable here, and argument by @JulianGewirtz is not rooted in reality. The contingency plan for if Tiwan fell will have to be at the national & international level and not company level. What Trump was doing by getting TSMC to invest in Arizona was the right move (along with bringing Memory manufacturing). Jensen was highly supportive of that. Also, GPUs last 7-8 years. There are plenty of them (20M of them) in operation already. US ecosystem already has nearly 20 times more AI compute compared to China. It is quite ridiculous, how sane judgements are being used against him. What do you expect him to do at individual level @JulianGewirtz, can you spell out?

Julian Gewirtz@JulianGewirtz

2026.11.09 21:39

Jensen Huang reportedly instructed his team at Nvidia "never to think about" planning for a Taiwan contingency. Despite the fact that their business is reliant on TSMC. The Jensen-Megaspeed mess really puts these incredible — and barely-noticed — details from Stephen Witt's The Thinking Machine in a new light: Huang refuses to consider the impact on his global business if China were to blockade or invade Taiwan, despite the regular threats emanating from Beijing to do just that. “To my great surprise, Nvidia had done no contingency planning for this eventuality,” Witt writes. He quotes Deb Shoquist, Nvidia’s executive vice-president of operations: “If something happens to Taiwan and TSMC, the ramifications are so large it’s almost like asking me what I’d do if California fell into the ocean.” Huang had instructed her “never to think about this question.” —from my @nybooks essay earlier this year on Nvidia and American policy toward China: —more thoughts from me today:

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