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The transcript really shows how carefully Jensen has to walk the line here. He's basically saying Trump's policies are an existential threat to American AI dominace, but he has to do it diplomatically because Trump threatened to break up Nvidia. That stat about Chinese students dropping from 90% to 10-15% wanting to come to the US is absolutely chilling. The part where Jensen says China is 'nanoseconds behind us' not years is the real wakeup call. People keep underestimating Chinese tech capabilities and its going to cost us big time if we dont fix the immigration pipeline.

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