Jensen Loses His Cool Before China’s DeepSeek Big Launch – Moby
Nvidia CEO Jensen Huang, known for his usually cool, calm composure, kicked off a bit of drama midweek after telling podcast host Dwarkesh Patel that he was “not talking to someone who woke up a loser.”
Patel pressed Jensen about the potential national security risks of limited sales of Nvidia chips to China, which could give the Middle Kingdom a leg up in AI development and would obviously benefit Huang’s bottom line. Jensen has always hated this framing, and rejected the idea that China would end up eventually “winning” with the U.S. “losing,” even if they were in the market to begin with.
“You’re not talking to somebody who woke up a loser. And that loser attitude, that loser premise makes no sense to me. We are not a car. These ecosystems are hard to replace,” he said.
The way Jensen sees it, if Nvidia and others don’t sell to China, they’ll build their own ecosystem and AI stack, which is exactly what they are doing with DeepSeek and Huawei chips. In the same podcast, Jensen warned that DeepSeek was about to ship its next-generation V4 AI model, optimized for Huawei chips rather than American hardware. This, according to Jensen, would represent “a horrible outcome for our nation.”
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One could see this as inevitable. China has been getting Nvidia chips legally and illegally for years, benefiting Nvidia either way, so this relatively tame “outburst” from Jensen, if anything, comes across as a little desperate, even fearful of what may be on the horizon: a kind of AI chip cold war.
Not that Jensen has any reason to be anxious, at least right now. It’s reported that Nvidia’s new chip, the B200 is ~4.5x to 5.8x (roughly 350–480% more powerful) than the Huawei Ascend 950PR, depending on the precision setting.
But what Jensen is definitely worried about is compute capacity, energy surplus, and the talent needed to train future models. The models, in theory, will guide and optimize all these other systems, making them stronger. And energy is where China has the U.S. beat — China added more solar and wind power than the rest of the world combined.
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