Nina Schick
@NinaDSchick
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AI, Geopolitics
Joined May 2009
$NVDA BREAKING: NVIDIA IS INVESTING $100B INTO OPENAI & PROVIDING 10GW OF COMPUTING CAPACITY. Jensen: āThis is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT.ā Oh. My. Goodness.
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It's pretty clear what happened, isn't it? We moved from an Admin that fundamental distrusted technology to one that wants to build and export the full-stack of American technology as a projection and pillar of US influence globally. This is explicit policy as evinced from the
Big Tech's embrace of President Trump has left many of us wondering: What the hell happened to Silicon Valley? In our new politics issue, we're getting into it. We're taking this cover across the US in billboards, posters and a mural. Find us: https://t.co/iTEUk1JdPH
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Well. Weāre facing a perfect storm of exponential technologies, economic uncertainties and increasing social unrest. Expect the next decade to have amazing breakthroughs and great societal upheaval.
BREAKING: Layoffs 41% of companies intend to layoff employees due to "AI" in the next 5 years Meanwhile Jerome Powell says the job market is "no longer strong" and US unemployment for ages 16-24 reach a high of 10.5% Job uncertainty is truly at an all-time high
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1.21 Gigawatts of training compute! (Actually, slightly more)
We are hiring numerics / quantization expert to scale RL (with @sehoonkim418)! there will be lots of exciting challenges coming with Jax + Sglang + the first Gigawatt cluster in the world (with many hundred thousands of GB200/300)!
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Holy damn weāve come a long way from the days of seven fingers on each hand.
This is Ray3. The worldās first reasoning video model, and the first to generate studio-grade HDR. Now with an all-new Draft Mode for rapid iteration in creative workflows, and state of the art physics and consistency. Available now for free in Dream Machine.
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Itās time to disabuse ourselves of the incredibly outdated notion that China makes cheap stuff while the West makes the things that matter. In fact, Chinaās world-leading industrial and manufacturing ecosystem means that it is not only catching up but also leapfrogging the West
China leads the world in car manufacturing. Fact.
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Not only is @leopoldaschās hedge fund absolutely flying viz his view on AI, but heās one of the first who really had a cogent take on AI/geopolitics long before anyone was really talking about it. I recommend his podcast episode with @dwarkesh_sp.
BREAKING: Ex-OpenAI researcher Leopold Aschenbrennerās (@leopoldasch) Situational Awareness Fund tops $1.5B and posts +47% in H1 ā25. He turned his viral Situational Awareness essay into one of the fastest-growing hedge funds on record. The fund is long the AI supply chain:
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ššš
$OKLO is up 1,605.79% in 1 year. A company with no revenue went from $6.22 to $106.10 in just 12 months. š
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As a neurosurgeon I care a lot about road safety. By now youāve probably seen @Waymoās stunning safety results (like 91% fewer serious crashes). But they didnāt just publish data headlines. They released the raw CSV files and data dictionaries. I did a much deeper analysis. A
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On the @nvidia / @intel deal coming just a month after @realDonaldTrump announced the US govāt was taking a 10% stake in the latter: Free-market purists will argue this is market distortion. But history shows that public-private partnership is precisely how the US delivered
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Public - private partnership, historically the way the U.S. has delivered exceptional technology leadership. This is the spirit of the Apollo Project, and in the current geopolitical context, it is welcome and necessary.
This is unprecedented: On August 22nd, President Trump announced that the US took a 10% stake in Intel, $INTC, worth ~$11 billion. Today, 27 days later, NVIDIA made a massive investment in Intel, sending the US' position +$5 BILLION higher. What just happened? (a thread)
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Of course China wants chips sovereignty. They were always going to go for it. They have the foundational industrial base, and the AI models and applications to support āintelligence at scale.ā The only thing missing is the chip/compute layer.
There was major news from China in the AI race this week: 1. Huawei introduced a new AI chip to compete with Nvidia. 2. The Chinese government instructed Chinese companies to stop buying certain Nvidia AI chips. Taken together, the message is clear: China is not desperate for
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Great to see the spirit of public-private partnership and coalition-building that made American technology the best, coming back. (
BREAKING: Nvidia will be investing $5B into Intel at $23.28 per share. Softbank made a $2B investment into Intel earlier this year. The Trump Administration made a $9B investment. Looks like Intel isnāt going anywhereā¦ $NVDA $INTC
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