🍜 Nvidia says China’s AI could hit $50B..

Nvidia CEO Jensen Huang says China’s AI market could hit $50 billion...

May 07, 2025

Welcome, Noodle Networkers.

Nvidia’s CEO says China’s AI market could hit $50 billion 🇨🇳—because even with export bans, there’s still plenty of room to sell chips, just with a little more paperwork and a lot more diplomatic side-eye. Google is keeping its juiciest search data locked inside Gemini 🔍. So if you're wondering why Gemini seems smarter than your go-to chatbot—it’s because it’s hoarding the internet’s secrets like a digital dragon. Meanwhile, data centers are sweating as Trump’s energy cuts threaten to pull the plug on AI growth ⚡. Apparently, building the future requires more than just ambition—it also needs electricity. Who knew?

Are we charging full speed into an AI revolution—or about to trip over an extension cord? Let’s dig in...

In today’s AI digest:

  • Nvidia CEO says China’s AI market could hit $50B 🇨🇳

  • Google keeps key search data exclusive to Gemini 🔍

  • Data centers say Trump’s energy cuts hurt AI growth ⚡

Read time: 5 minutes

WHAT’S HAPPENING TODAY

(source: Bloomberg)

The Digest: Nvidia CEO Jensen Huang says China’s AI market could hit $50 billion—aka “a number so big, even ChatGPT did a double take.” Despite U.S. export restrictions turning the chip trade into a high-stakes game of international Uno, Huang’s message is clear: leave China out of the party, and you’re missing half the snacks.

Key Highlights:

đź’¸ $50B or Bust – Huang says China’s AI market is on track to be worth $50 billion. So yes, while everyone’s busy arguing about tariffs, China’s AI scene is out here getting rich and possibly building a smarter version of you.

đźš« Export Drama – Thanks to U.S. restrictions on Nvidia’s H20 chips, Nvidia took a $5.5 billion hit—which, in chip terms, is like dropping a gaming rig off a balcony and yelling “freedom.”

🛬 Huang Goes to Beijing – The Nvidia CEO recently visited China to talk shop with officials and AI leaders. Probably not a sightseeing trip—unless you count scoping out where your profits went.

Why It Matters: This is about more than chips—it’s about whether the U.S. wants to be the bouncer at the AI party, or actually dance on the floor. Huang’s saying, “We can either play ball with China… or play ourselves.”

(source: Bloomberg)

The Digest: Google just pulled a “mean girl” move and told rival AI apps, “You can’t sit with us”—by keeping its top-tier search data exclusive to Gemini. That’s right, while other AIs get the buffet of public info, Gemini gets the chef’s tasting menu. It’s good to be the favorite child.

Key Highlights:

🔒 Data for Me, Not for Thee – Gemini gets special access to Google’s juiciest search data, giving it a serious edge in answering questions. Other AIs? Stuck digging through Bing like it’s 2012.

đź’Ş The Competitive Flex – By hogging the best intel, Google’s making sure Gemini can out-answer competitors like it’s gunning for valedictorian in the AI class of 2025.

📉 AI Community, Not Amused – Some experts say it could stifle innovation. Others say it’s just classic Google: build the road, own the tollbooth, and then charge rent for directions.

Why It Matters: In the AI world, data is the protein shake—and Google’s giving Gemini the bulk-up blend while the rest sip tap water. This move could reshape how AI models evolve… or at least spark some very passive-aggressive Slack messages at OpenAI.

Trump AI

(source: arstechnica)

The Digest: Data centers are warning that Trump’s energy cuts are stalling AI growth—because apparently, you can’t power a supercomputer on patriotism alone. With AI models guzzling electricity like it’s pre-workout, slashing clean energy projects has the tech industry nervously checking their utility bills... and maybe their backup generators.

Key Highlights:

🔌 AI: Powered by Megawatts and Mountain Dew – Data centers are set to draw an extra 83.7 gigawatts by 2030. That’s enough to power every home in California—or one ChatGPT session where someone asks it to write a 10-season TV script.

đźš« Clean Energy? Canceled. – The Trump administration paused wind and solar projects like Empire Wind, which is a bit like pulling the plug on your Wi-Fi before a big Zoom call—except the Wi-Fi is the national grid.

👷‍♂️ Jobs in Jeopardy – Over 20,000 clean energy jobs are gone, and another 40,000 are at risk. Which means less building turbines and more building excuses for why your AI model won’t load.

Why It Matters: AI doesn’t just run on GPUs—it runs on kilowatts. And without clean energy in the mix, the U.S. might be stuck asking Alexa why it's suddenly back to dial-up speeds. As one data center exec put it: "We can’t revolutionize the future if we can’t even keep the lights on."

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