Nvidia(US:NVDA) Cassandra Unchained·2025-12-20 20:32US-China AI Race - The US is structurally positioned to lose the AI arms race due to China's advantage in power generation development [2] - China's power generation development is accelerating, while US transmission grid development is decelerating due to permitting issues [2] - The US is investing capital into a race it is structurally positioned to lose [2] Technology and Innovation - Nvidia's development roadmap is essentially a power consumption roadmap, focusing on powering and cooling bigger silicon [1] - Efficiency gains cannot keep up with compute install, leading to climbing power needs [1] - The US needs to innovate with AI-tuned ASICs instead of relying on power-hungry chips [3] Market and Competition - Nvidia has a strong hold on development through investments and agreements with US AI companies and startups [3] - The DOJ Antitrust is investigating Nvidia, but intervention is uncertain [3] - The market needs to realize that LLMs may not be the path to AGI or ASI [3]