nvidia

Nvidia CEO Jensen Huang is drawing a line in the sand. According to the tech visionary, the biggest threat to Artificial Intelligence isn’t a rogue algorithm—it’s the "science-fiction" narratives we tell ourselves about it.
Speaking on the No Priors podcast, Huang argued that widespread “AI doomerism” is no longer just a philosophical debate. It has become a market barrier that is actively hurting society, stalling development, and scaring away the capital needed to make AI safe.
The High Cost of Fear-Mongering
Huang describes 2025 as a “battle of narratives.” He points out a dangerous imbalance: roughly 90% of the current discourse focuses on catastrophic, end-of-the-world scenarios.
When "very well-respected people" push these gloomy predictions, the consequences are real:
Frozen Capital: Investors and institutions become hesitant to deploy funds.Stalled Safety: Ironically, this lack of investment prevents the development of the very safeguards and improvements that would make AI more secure.Policy Paralysis: Governments react to fear rather than focusing on constructive regulation.
Optimism as a Strategy
This isn't just about protecting Nvidia's bottom line; it's about the trajectory of human innovation. Huang aligns with other leaders like Microsoft’s Satya Nadella, arguing that we need to stop obsessing over "Terminator" scenarios and start focusing on utility.
Huang contends that the "doomer" mindset is “too simplistic.” By focusing on hypothetical disasters, we are missing the immediate opportunity to build systems that boost productivity and solve real-world problems. He actively disputes claims—like those from Anthropic’s Dario Amodei—regarding mass white-collar job replacement, viewing AI as a tool for augmentation, not extinction.
The Bottom Line
We cannot build the future if we are too terrified to fund it. Huang’s message to the finance and tech world is clear: The best way to ensure AI safety is to invest in its improvement, not to strangle it with fear.
Is the narrative of "doom" actually more dangerous to our economy than AI itself? 👀
#Aİ #Nvidia $TAO $FET

Michael Saylor @saylor posted that the strongest-performing asset categories over the past decade are now clear:
🔹 Digital intelligence: #NVIDIA ( $NVDA)
🔹 Digital credit: #Strategy ( $MSTR)
🔹 Digital capital: #Bitcoin ( $BTC)
His remarks once again place Bitcoin alongside core U.S. technology equities, reinforcing its long-term narrative as “digital capital.” They also reflect an institutional view in which AI, crypto assets, and capital structure are increasingly converging.

在满地是空气和 meme 的币圈，$RNDR 是极少数让我觉得自己在**“投资科技股”**的标的。
如果你看好 AI，却买不起英伟达的股票；
如果你看好苹果 Vision Pro，却不知道怎么参与。
那么 RNDR 可能是你唯一的“链上纳斯达克”入场券。
#Aİ #DePIN #Nvidia
2/ 把它当成“出租算力的包租公” 🏠
逻辑很简单：
现在的世界缺什么？缺算力！
OpenAI 训练模型要显卡，好莱坞做特效要显卡。
英伟达的卡太贵买不到怎么办？RNDR 就是个去中心化的**“算力中介”**。
它把全球闲置的 GPU 收集起来，租给需要的人。
这不就是 Web3 版本的 Uber 吗？
3/ 爹强，娘更强 (Apple & Nvidia) 🤝
很多币都在蹭英伟达的热度，但 RNDR 是真熟。
它的创始人 Jules Urbach 是能上英伟达 GTC 大会演讲的人。更别提苹果。你在 iPad 上的 Octane X 渲染软件，底层就是 RNDR 的技术。
这轮牛市如果有“空间计算”和“VR”的爆发，RNDR 就在舞台最中央。
这就叫：抱紧大腿，躺赢。
4/ 为什么是现在?
以前 RNDR 只做图形渲染（画图），天花板有限。
但现在它转型做 AI 计算 了。
这是质的飞跃。渲染只是给艺术家用的，AI 计算是给全人类用的。
当它从 $ETH 搬家到 $SOL 之后，速度跟上了，费用降下来了，商业闭环终于通了。
#Solana #Compute
在这个充满骗局的市场里，拿着 RNDR 会有一种**“踏实感”**。不管牛熊，人类对算力的需求只会指数级暴增。
只要这个趋势不变，RNDR 就很难输。
它可能不会像土狗那样一天 100 倍，但它能让你在牛市结束时，把利润真的装进口袋。 💎
你觉得 RNDR 能达到上轮牛市 LINK 的地位吗？👇

President Donald Trump met with Intel CEO Lip-Bu Tan at the White House on Thursday to discuss the strategic direction of the iconic American chipmaker. The meeting comes as the U.S. government continues to expand its ownership in Intel as part of a broader push to bring advanced semiconductor manufacturing back to the United States.
Trump later posted on his social media platform Truth Social, praising the meeting and highlighting the “great progress” Intel has made in developing cutting-edge chips domestically. Headquartered in Santa Clara, California, Intel remains one of the most recognized names in the computer hardware industry.

Government Stake in Intel Surges — and It’s Not Over
As part of its national strategy to strengthen domestic chip production, the U.S. government began purchasing Intel shares last year. It currently holds approximately 5.5% of the company, with the Trump administration aiming to reach a 10% stake.
Intel’s stock price has soared more than 70% since the government's interest became public, delivering substantial gains to investors. According to Trump, the surge has generated “tens of billions of dollars” for the American people.
Back in August, the initial government stake was valued at around $5.7 billion. Today, that holding is worth over $11 billion. But it doesn’t stop there — if the government were to exercise its options to acquire additional shares in the future, its total position could be valued at up to $27.7 billion. However, these additional shares are currently conditional and not yet counted.

Intel Accelerates Comeback with New 18A Chips
Since Lip-Bu Tan took over in early 2025, Intel has ramped up its efforts to regain lost ground. Once the undisputed leader in chip production, Intel had fallen behind more agile rivals. Tan launched an aggressive turnaround plan, including a new generation of processors.
At a major industry conference, Tan confirmed that Intel successfully delivered its first 18A (sub-2nm) chips by the end of 2025, hitting its ambitious timeline. These ultra-compact chips enable faster performance, lower power consumption, and better thermal management — crucial for high-performance computing and AI applications.
Despite the progress, Intel still relies on external foundries like Taiwan Semiconductor Manufacturing Company (TSMC) — the world’s largest chipmaker — for key parts of its production.

Private Sector Joins In: Nvidia and SoftBank Invest Billions in Intel
The government's involvement and Intel’s renewed strategy have attracted major private investors. Nvidia, the global leader in AI and GPU chips, along with Japan’s SoftBank Group, recently acquired multi-billion-dollar stakes in Intel.
These moves reflect rising confidence in Intel’s ability to reclaim its leadership in semiconductors and play a pivotal role in shaping the future of chip technology — both in the U.S. and worldwide.

#TRUMP , #Intel , #AI , #USGovernment , #NVIDIA

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