The traditional Moore’s Law was observed by Gorden Moore, co-founder of INTC, stating that the number of transistors in an integrated circuit (IC) doubles about every two years. It is a law in Physics. The CEO of INTC later made an application to semiconductor of doubling the growth rate in every two years. Please refer to the breakthrough of WSe2 on the co-operation of NTU and TSMC, can be seen in The Express of 20250929.
Now we have the AI Moore’s Law, which states AI can be doubled in 7 months. That is why Donald Trump clearly stated on Sunday that he would not approve the selling of Blackwell Chips to China, for its the flagship of NVDA. Basically, he agreed with the sales of chips to China but not the most advanced, even US is now at least 10 years ahead of China in chips. On Monday, Jensen Huang said China will win in the AI race.
China bans all local users to use chips from US and force them to use domestic chips. The philosophy is that manufactures thus can earn more money for research and development and can chase up US quickly. Mind that the strongest developers of chips are the Chip-4, which is Korea, Japan, Taiwan and US.
Jenson Huang just have a big deal with Korea in the APEC summit of CEO in October. This can compensate the loss of Chinese business of NVDA. Japan is going to have large investment in US after the visit of Trump to the Emperor and Prime Minister of Japan. Taiwan has TSMC which is known as the Silicon Shield of Taiwan, when anyone attacks Taiwan, the whole western world will stand up for them in protection of TSMC.
Together with the partnership of PLTR, there is no need to worry about the business of NVDA even if there is a loss of deals in China, no matter its is H20 or Blackwell. Don’t forget the Stargate Project, which announced on Day One of the Trump 2.0. It is the corner stone of his second term agenda. A lot of IT firms are benefitted, and NVDA is ranked the first in such an important Project.
Practically, NVDA has s strong tie with TSLA, no matter on Full Self Driving and Humanoid Robot. Don’t forget on October 14, Jensen Huang gifted Elon Musk a DGX Spark, NVIDIA’s new desktop AI supercomputer. It’s a compact, petaflop-class machine designed for high-performance AI workloads, officially launched in October 2025. The venue is SpaceX Starbase facility in Texas. Jensen Huang personally delivered one of the first DGX Spark units to Elon Musk, echoing his 2016 handoff of a DGX-1 to OpenAI when Musk was a founding member. This gesture wasn’t just symbolic—it highlighted NVIDIA’s push to bring powerful AI tools directly to innovators and enterprise leaders. The loss of business in China is really a setback. But to this giant in AI, he might be too emotional. Even within the period of no deal in China, the capitalization of NVDA can rise from 4 trillion to 5 trillion in 3 months.
Impossible is nothing!
Let’s watch carefully how NVDA goes to 6, 7, 8 trillion without business in China, and see who will touch 10 trillion first. After that, what will happen to TSLA is also very interesting. A lot of stars of tomorrow are said to be the next NVDA, including TSM, AVGO, ORCL, TSLA, PLTR, AMD…… just see who’s turn?