It’s time to disabuse ourselves of the incredibly outdated notion that China makes cheap stuff while the West makes the things that matter. In fact, China’s world-leading industrial and manufacturing ecosystem means that it is not only catching up but also leapfrogging the West
@ninadschick
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China Pursues Chip Sovereignty for AI Infrastructure Independence
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Of course China wants chips sovereignty. They were always going to go for it. They have the foundational industrial base, and the AI models and applications to support ‘intelligence at scale.’ The only thing missing is the chip/compute layer.
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AI Transforms Industry: The Commodification of Intelligence
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AI Runs on Industry — and Industry’s Future Runs on AI In my thesis 'Industrial Intelligence', I argue that turning “intelligence” into a commodity — putting AI into everything — is one of the largest industrial undertakings of our time. It’s not just about clever algorithms.
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Building AI at Scale: Energy and Resources Infrastructure
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Brasilia for less than 24 hours… what a fascinating city. My message was that creating ‘intelligence’ as a commodity is a major industrial undertaking. When you look at the whole ‘stack’ that is required to make AI a cheap and abundant resource at scale – energy and rare earth
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AI Wars Shape Winners and Losers of Next Economy
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The AI wars are here — and they’ll decide the winners and losers of the next economy. Speaking at @Oz_Forensics in Brasília and ANADIM in Cancun last week, my focus was on a truth that cuts across industries and borders: AI is no longer just a technology story — 𝗶𝘁’𝘀 𝗮
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Y Combinator: Technical Skills Trump Credentials in AI Era
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I thought the recent Y Combinator advice for techies in the AI era was sage! True, deep technical skill counts more than anything if you are building – but also, don’t just focus on getting credentials rather than actually building. The new generation of companies are scaling up
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xAI Reaches 500K GPUs, Targets 1M GPU Cluster This Year
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Already half way to the first 1,000,000 GPU cluster. For context, @xai started wiring together Colussus in 2024 putting together 200,000 GPUs in 122 days. Seemingly impossible, it was an incredible feat of engineering. They will get to a million within the year.
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Bitcoin Pizza Guy: Cautionary Tale of Early Crypto Decisions
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It’s like that guy that gave up all his bitcoin to buy pizza
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NVIDIA Investment Opportunity Recalled from August 2022
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Just remembering when I told friends and family to buy NVIDIA back in August 2022.
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AI Race Reshapes Global Geopolitics: Superpowers and Swing States
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The AI race isn’t just about the U.S. and China – it’s about the new world order forming around them.
— Nina Schick (@NinaDSchick) 4 juillet 2025
If you’re not one of the two superpowers, you’re now a swing state. That’s the geopolitical reality of this moment. We’re seeing real-time alignment shifts, like Trump’s recent… pic.twitter.com/r7g7eYYNYKThe AI race isn’t just about the U.S. and China – it’s about the new world order forming around them. If you’re not one of the two superpowers, you’re now a swing state. That’s the geopolitical reality of this moment. We’re seeing real-time alignment shifts, like Trump’s recent