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🇺🇸🇨🇳 Could Jensen Huang's scandal trigger a devastating new trade war with China, and BURST America's AI bubble? Economist Philip Pilkington warns that powerful forces inside Washington are pushing America towards an economic confrontation that could backfire spectacularly: "This will evolve into the reimposition of the chip ban, unless Jensen Huang fights his corner like crazy, Trump backs him, etc. But if that doesn't happen, the chip ban's back on the menu. Number one. And number two, the Chinese trade war is back on the menu. There is this faction in DC that is fanatical about this chip war, trade war, tech war with China. They don't have a clue about technology. They don't have a clue about economics. What's China's response if they restart the trade war? Restrict rare earth metals and these magnets like they did last year. And if they do that, if you think the AI bubble's popping now, wait till you see what happens." @philippilk

🇺🇸🇨🇳 Is Jensen Huang being caught in a WAR between Washington's China hawks and America's AI giants? Economist Philip Pilkington reveals why Nvidia's CEO could be the biggest casualty of a battle over the future of AI: "The interests on one side are the extreme China hawks in the administration. The key people are Rubio and Stephen Miller, as far as I understand it. So you have the China hawks, and allied with the China hawks, just because it's in their business interest, are the closed-source model AI guys. Their model is threatened by the open-source DeepSeek model. And Jensen Huang is their saviour because he's selling them the GPUs to train the AIs. On the other hand, he's a giant pain in the ass because he keeps arguing for open-sourcing. There's a big war going on over this right now. And I think Huang's just the biggest and most visible casualty of that war." @philippilk

🇺🇸 Jensen Huang's scandal could trigger an AI meltdown, and a bigger war is brewing inside Washington Economist Philip Pilkington believes the controversy is part of a much bigger battle over who controls the future of AI, and whether America should be competing with China or trying to shut it out. And he suspects powerful interests are using it to settle that fight. At the centre of the dispute is a fundamental disagreement over how America wins the AI race. Jensen has argued that Nvidia should be allowed to sell advanced chips to China, maintaining its global market share and funding the next generation of technology. But Philip says China hawks inside Washington want the opposite: tighter restrictions designed to keep Beijing behind. Meanwhile, American AI companies are betting heavily on proprietary, closed-source models, while China is pursuing an increasingly open-source approach. Philip believes Washington is backing the wrong strategy. And the timing couldn't be worse. A renewed U.S-China trade war could trigger Chinese restrictions on rare earth minerals, further pressure American technology companies and complicate Washington's position in the Middle East. And Philip believes the wider AI market is already dangerously exposed. And for Trump, the danger is that a fight intended to weaken China could end up damaging America's most important technology industry. @philippilk