The AI Cold War
When you slam the door, your competitor builds another house.
=====================================================
Sponsored Ad.
Why I launched Hoook.io and why you should care!
One of my businesses relies heavily on SEO and content, so I decided to double down and write a blog every week; this was 3 years ago pre-AI era (still rememer that I had to do 4-5 hours of research and 2-3 hours of writing like psychopath!).
When LLMs took off, I had the superpower of writing 1–2 blogs a day. That’s next-level productivity. However, most of my blogs sucked and did not even hit the first page of Google, because I was doing the same thing…at scale!
I was a bad marketer, but now I was a bad marketer at the speed of AI!
For two years, I ground and taught myself the art and science of SEO.
Then Agentic AI happened—yet another disruption. This time I was ready. Now most of my blogs could hit the first page of Google; I was writing three blogs per day—a 600% productivity increase—and most of them hit the first page.
Results (past 12 months):
1M Google impressions
7K website visits
400 leads generated
5 deals closed
So I decided to launch Hoook.io so everyone can have a full-stack marketing machine (whether you’re an agency owner or a traditional business) to grow massively with content.
You basically copy and paste top performing marketers strategies with a few clicks… and blow the internet!
Go to our website and book a demo now.
=====================================================
Nvidia dropped Grace Blackwell and lit up the leaderboard. Washington dropped new export bans and lit up Beijing. Huawei answered with a 384-chip monster that guzzles power like a data-center frat party. Welcome to Compute Wars, 2025 edition.
1. The Breakthrough — Grace Blackwell
What happened? Nvidia’s GB200 NVL72 packs 36 Grace CPUs + 72 Blackwell GPUs into one liquid-cooled rack and spits out 30× faster real-time inference on trillion-parameter models.
Think of it as an AI factory in a fridge-sized box. The timing is perfect: every Big Tech CFO just green-lit a “deploy agents everywhere” budget.
Why it matters: We’re leaving “predict-next-word” AI and entering “reason-about-your-entire-company” AI. Whoever owns that silicon owns the future.
2. The Blockade — Washington vs Beijing
The U.S. told Nvidia: “You can’t ship Blackwell to China. Dial it down.”
Result: the neutered H20 chip, now gathering dust. Nvidia logged a $4.5-5.5 billion inventory hit and warned of an $8 billion revenue hole next quarter.
Jensen Huang’s clap-back: export bans don’t stop China, they speed it up.
Translation: When you slam the door, your competitor builds another house.
3. The Counter-Punch — Huawei CloudMatrix 384
Huawei unveiled CloudMatrix 384: 384 Ascend 910C accelerators tied together in an all-to-all mesh that out-muscles GB200 on raw throughput—while sucking 4× the power.
China’s giants (Tencent, Alibaba, Baidu) are already pivoting to it—part politics, part pragmatism.
Takeaway: Efficiency loses to sovereignty every time a trade war breaks out.
4. Policy Chessboard — Tariffs & Talent
Tariffs: Trump-era “re-industrialize America” taxes nudge Nvidia to spend up to $500 billion building AI factories on U.S. soil.
Datacenter arms race: Microsoft alone is tossing $80 billion into U.S. AI sheds this fiscal year.
Immigration squeeze: Step on Chinese STEM visas and you choke the talent pipe that feeds every Valley lab. Huang (himself an immigrant) isn’t subtle about it.
Bet: Silicon may come home, but the smartest brains follow the easiest visas.
5. The Musk Wildcard — Tesla × Nvidia
Tesla buys racks of Nvidia silicon for FSD, Grok, and the Optimus humanoid robot—a market Huang pegs at “multi-trillion.”
Caveat: Tesla’s HW5 in-house chip is coming. If it works, Nvidia goes from sole supplier to Plan B. (Ask Intel how that movie ends.)
6. The European Front
EU leaders finally treat GPUs like electricity: core infrastructure.
Jensen’s tour (France → UK → Germany → Belgium) hawks Blackwell plus turnkey data-center blueprints. Local sovereign-cloud deals (Scaleway, T-Systems, etc.) are popping up weekly.
TL;DR: Europe doesn’t want another Huawei-5G moment. Nvidia is selling the antidote.
What to Watch Next
Full Stack Capitalist Playbook
Long compute, short complacency. Cloud spend looks insane—until reasoning AI hits the P&L.
Track power, not FLOPS. Whoever nails energy efficiency wins the cap-ex real-estate game.
Talent is the real choke-point. Companies seeding global research hubs (London, Toronto, Bangalore) hedge visa risk.
Bottom Line: Export bans are gasoline on China’s R&D bonfire. Nvidia will keep printing silicon, Huawei will keep brute-forcing, and policymakers will keep trying to referee a $2 trillion slug-fest with 1980s rulebooks. Grab popcorn—and GPUs.
Liked this? Smash that subscribe button to get the next Full Stack Capitalist drop before your board meeting does.
=====================================================