China Morning Missive
The enunciation of truth. That is the best possible way to describe Jensen Huang twisting himself into a knot over comments made on China’s AI competitiveness. What this single event has demonstrated is that no matter the objective realties given facts on the ground, never – at any time – even suggest that China is prevailing over America.
I would argue that this sort of commentary is critically important, even desperately needed. Moreover, Jensen Huang should even be commended for the statements made irrespective of the various thinly veiled ulterior motives. When it comes to the ongoing China v. American rivalry, those having real insight and relevant industry knowledge of the competitive landscape should be encouraged to speak publicly. Their perspectives should be taken with the weightiness they deserve.
The far more dangerous path is the one where a very obvious problem isn’t just ignored, it is shamed and ridiculed. Pity those poor souls that understand the threat facing America’s leading industries and seek to make the issues known to a broader audience. From my own experience I can personally attest that publicly highlighting the errors in American policy is received with disproportionate levels of antagonism.
It is here that the Law of Holes applies. Stop digging. The American Beltway consensus needs to wholly recognize the harsh realities of the theater in which they are operating. Those at the levers of power need to remove themselves from the bubble in which they inhabit. Time, I’m afraid, is no longer a luxury they can afford.
https://www.cnbc.com/amp/2025/11/06/jensen-huang-says-china-will-win-the-ai-race-before-clarifying-in-a-statement-nvidia-trump-xi.html