The Value of NVIDIA Now Exceeds an Unprecedented 16% of U.S. GDP
medium.com/@hrnews1/the-value-… Sixteen percent of GDP. Think about that number.
The United States has tethered 16% of its entire economic output to the fortunes of a single company. Not an industry. Not a sector. One company. NVIDIA.
This isn’t diversification. It’s not even speculation. It’s national self-delusion dressed up as innovation.
America has done this before. We worshiped General Motors until it collapsed. We inflated the dot-com bubble until it burst. We built an entire financial system on subprime mortgages until 2008 taught us otherwise.
We learned nothing….
NVIDIA’s Unchecked Dominance
NVIDIA makes graphics processing units. They’re very good at it. Their chips power AI models, crypto mining operations, and cloud datacenters. The company’s market capitalization has surged to over $5 trillion.
Wall Street cheers. Politicians brag about American technological superiority. NVIDIA’s CEO becomes a rockstar.
But here’s the truth: concentrated market dominance is not strength. It’s fragility masquerading as power.
NVIDIA controls between 80% and 95% of the market for AI chips used for training and deploying models. Their H100 and A100 processors are the gold standard for training large language models. Every major tech company — Microsoft, Google, Amazon, Meta — depends on their hardware.
This isn’t resilience. It’s a single point of failure with a stock ticker.
Revenue concentration tells the story. NVIDIA’s datacenter segment accounts for over 88% of total revenue. Remove AI hype from the equation and you’re looking at a company propped up by speculative frenzy, not diversified industrial strength.
The Dangerous Over-Leverage of the U.S. Economy
Sixteen percent of GDP.
Let me say it differently: If NVIDIA stumbles, America doesn’t just lose a tech darling. It loses jobs, investments, pension funds, and the entire AI narrative Wall Street has been selling.
The ripple effects would be catastrophic. Tech slowdown. Financial contagion. Investor panic. The kind of systemic shock that makes 2008 look like a practice run.
And what’s America’s backup plan? There isn’t one.
We’ve bet the economy on corporate hubris rather than building diversified industrial capacity. We’ve confused market capitalization with national security. We’ve treated stock prices as a measure of geopolitical strength.
It’s reckless. It’s stupid. And it’s quintessentially American.
No other advanced economy would tolerate this level of concentration. Germany doesn’t pin 16% of its GDP on Siemens. Japan doesn’t hinge its future on Toyota. Even China, for all its centralized planning, spreads risk across multiple state champions.
But America? We put all our chips on one chipmaker and call it genius.
Supply Chain Fragility and Geopolitical Shortsightedness
NVIDIA doesn’t manufacture its own chips. Taiwan Semiconductor Manufacturing Company does. TSMC produces an estimated 90% of the world’s super-advanced semiconductor chips, and more than 90% of the most advanced chips globally are manufactured in Taiwan.
Taiwan. An island 100 miles from mainland China. A territory Beijing considers its own. The most geopolitically volatile piece of real estate on the planet.
This is where America has decided to anchor its technological future.
TSMC’s most advanced facilities are in Hsinchu and Tainan. If China moves on Taiwan — through blockade, invasion, or economic coercion — those fabs go offline. NVIDIA’s supply chain evaporates. America’s AI ambitions collapse overnight.
And China knows this.
Beijing is pouring resources into semiconductor self-sufficiency. SMIC, Huawei, and other Chinese firms are reverse-engineering NVIDIA’s architecture, with Huawei’s Kirin 9000S processor — produced in SMIC factories — providing tangible proof that China can produce advanced chips locally despite embargoes.
Analysts project China will achieve a true 5nm-based chip by 2025 or 2026. SMIC is approximately a handful of years behind TSMC in process technology.
Five years. That’s the gap between American dominance and Chinese parity.
Export controls won’t save us. Sanctions won’t stop reverse engineering. The U.S. can restrict NVIDIA from selling advanced chips to China, but it can’t prevent Chinese engineers from studying, replicating, and eventually surpassing American designs.
History is littered with technological monopolies that thought they were untouchable. Britain dominated textiles until America stole the designs. America led in consumer electronics until Japan refined the process. Japan ruled semiconductors until Korea and Taiwan built better fabs.
Overconfidence breeds catastrophe. Always has. Always will.
Market Myopia and Investor Complacency
NVIDIA’s price-to-earnings ratio has fluctuated wildly, hitting levels that would make even dot-com speculators blush. At its peak, the company traded at over 70 times earnings.
This isn’t valuation. It’s religion.
Investors assume AI demand is infinite. They believe NVIDIA’s dominance is permanent. They think American tech exceptionalism is a law of nature rather than a temporary advantage.
They’re wrong.
China’s chip industry is advancing faster than Western analysts predicted. Reports indicate Chinese companies are achieving 5nm chip production using deep ultraviolet lithography without access to extreme ultraviolet equipment.
The gap is closing. And when it closes, NVIDIA’s moat disappears.
American investors are complacent. They see NVIDIA’s stock price and assume supremacy. They ignore competitive threats until it’s too late. They confuse market hype with sustainable advantage.
It’s the same myopia that convinced investors pets.com was worth billions. The same delusion that made Enron look invincible. The same arrogance that inflated every bubble in American financial history.
Where is America’s industrial policy? Where’s the strategic planning? Where’s the diversification?
Nowhere.
Washington reacts to crises. It doesn’t prevent them. The CHIPS Act allocated $52 billion for semiconductor manufacturing — a pittance compared to the scale of the problem. It’s a band-aid on a hemorrhage.
Meanwhile, China created the China Integrated Circuit Investment Industry Fund to channel an estimated $150 billion in state funding to support domestic industry. South Korea and Taiwan have invested hundreds of billions more.
America is being outspent, outplanned, and outmaneuvered. And yet, policymakers still assume tech dominance is our birthright.
Anti-trust enforcement is toothless. Strategic planning is non-existent. Industrial diversification is treated as anti-market heresy.
The result? America has a “too-big-to-fail” tech company that nobody wants to regulate, nobody wants to challenge, and everybody assumes will last forever.
We’ve been here before. AT&T. IBM. Microsoft. All seemed invincible until they weren’t.
The difference now? NVIDIA isn’t just a monopoly. It’s a systemic risk. And nobody in Washington seems to care.
The Value of NVIDIA Now Exceeds an Unprecedented 16% of U.S. GDP
The Value of NVIDIA Now Exceeds an Unprecedented 16% of U.S. GDP With 16% of GDP riding on a single chipmaker, the U.S. economy is dangerously over-leveraged — and Wall Street is betting …HR NEWS (Medium)
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I'm going to dip my toe into the bazzite waters on my primary desktop today,
Processor AMD Ryzen 5 1600 Six-Core (12 CPUs) Processor 3.20 GHz
Installed RAM 32.0 GB
Graphics Card NVIDIA GeForce GTX 970 (4 GB) (actually 3.5GB due to hardware defect)
BaseBoard Manufacturer ASRock
BaseBoard Product AB350 Pro4This system is getting old; nearly a decade here. Pretty soon I have to start thinking about upgrading. At a minimum, I should try and upgrade the video card when I can.
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Long-time iOS user considering switch to Android - Need advice on $1000 flagships
cross-posted from: lemdro.id/post/31224407
cross-posted from: lemdro.id/post/31224406
cross-posted from: lemdro.id/post/31224405
cross-posted from: lemdro.id/post/31224403
Title: Long-time iOS user considering switch to Android - Need advice on $1000 flagshipsBody:
Hey everyone, I'm looking at phones around the $1000 price point and would love some input. I've been an iOS user for years but I'm seriously considering making the jump to Android this time.
Here's what I'm looking at:
iPhone 17 Pro - The safe choice since I'm already in the ecosystem
Samsung Galaxy S25 - Hearing good things about this generation
Pixel 10 Pro - Probably crossing this one off the list due to the stability issues I've been reading about (the 911 call failures, overheating problems, etc.)
Nothing Phone - The design looks really cool, but I'm not sure if they have anything in this price range
For those who've made the switch from iOS to Android (or vice versa), what would you recommend? Any major gotchas I should know about? And is the Nothing Phone even worth considering as a daily driver at this price point?
Thanks in advance!
Long-time iOS user considering switch to Android - Need advice on $1000 flagships
cross-posted from: lemdro.id/post/31224405
cross-posted from: lemdro.id/post/31224403
Title: Long-time iOS user considering switch to Android - Need advice on $1000 flagshipsBody:
Hey everyone, I'm looking at phones around the $1000 price point and would love some input. I've been an iOS user for years but I'm seriously considering making the jump to Android this time.
Here's what I'm looking at:
iPhone 17 Pro - The safe choice since I'm already in the ecosystem
Samsung Galaxy S25 - Hearing good things about this generation
Pixel 10 Pro - Probably crossing this one off the list due to the stability issues I've been reading about (the 911 call failures, overheating problems, etc.)
Nothing Phone - The design looks really cool, but I'm not sure if they have anything in this price range
For those who've made the switch from iOS to Android (or vice versa), what would you recommend? Any major gotchas I should know about? And is the Nothing Phone even worth considering as a daily driver at this price point?
Thanks in advance!
Long-time iOS user considering switch to Android - Need advice on $1000 flagships
cross-posted from: lemdro.id/post/31224403
Title: Long-time iOS user considering switch to Android - Need advice on $1000 flagshipsBody:
Hey everyone, I'm looking at phones around the $1000 price point and would love some input. I've been an iOS user for years but I'm seriously considering making the jump to Android this time.
Here's what I'm looking at:
iPhone 17 Pro - The safe choice since I'm already in the ecosystem
Samsung Galaxy S25 - Hearing good things about this generation
Pixel 10 Pro - Probably crossing this one off the list due to the stability issues I've been reading about (the 911 call failures, overheating problems, etc.)
Nothing Phone - The design looks really cool, but I'm not sure if they have anything in this price range
For those who've made the switch from iOS to Android (or vice versa), what would you recommend? Any major gotchas I should know about? And is the Nothing Phone even worth considering as a daily driver at this price point?
Thanks in advance!
copymyjalopy likes this.
Long-time iOS user considering switch to Android - Need advice on $1000 flagships
Title: Long-time iOS user considering switch to Android - Need advice on $1000 flagships
Body:
Hey everyone, I'm looking at phones around the $1000 price point and would love some input. I've been an iOS user for years but I'm seriously considering making the jump to Android this time.
Here's what I'm looking at:
iPhone 17 Pro - The safe choice since I'm already in the ecosystem
Samsung Galaxy S25 - Hearing good things about this generation
Pixel 10 Pro - Probably crossing this one off the list due to the stability issues I've been reading about (the 911 call failures, overheating problems, etc.)
Nothing Phone - The design looks really cool, but I'm not sure if they have anything in this price range
For those who've made the switch from iOS to Android (or vice versa), what would you recommend? Any major gotchas I should know about? And is the Nothing Phone even worth considering as a daily driver at this price point?
Thanks in advance!
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Andrew Cuomo slammed for ‘embarrassing’ AI Halloween attack ad on Zohran Mamdani
Andrew Cuomo slammed for ‘embarrassing’ AI Halloween attack ad on Zohran Mamdani
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The Flawed Aesthetics of Solarpunk
- YouTube
Profitez des vidéos et de la musique que vous aimez, mettez en ligne des contenus originaux, et partagez-les avec vos amis, vos proches et le monde entier.www.youtube.com
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Meta: Pirated Adult Film Downloads Were For "Personal Use," Not AI Training
Meta is using a classic BitTorrent defense in its legal battle with adult film producer Strike 3 Holdings.
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GPU overclocker uses chilled car antifreeze and pond pump to push Intel card to sub-zero temps, sets world record — 'TrashBench' sets GPU benchmark record at -17C, gains 16% more performance
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UK ‘to lose 600,000 workers to illness without better health support at work’
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[Article] The internet was born this week in 1969, and immediately glitched — only two of the five letters in the first computer-to-computer message were received
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Israel to appoint new army lawyer after Palestinian prisoner rape scandal
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World Record: Longest non-stop flight is WAY longer than you think
I've been a plane aficionado for as long as I can remember. I'm not exactly a plane "nut," but I think I might know a bit more than the average person who isn't a pilot. Yet somehow, I'd never heard of this story until I stumbled across it at random.
World Record: Longest non-stop flight is WAY longer than you think
"You can either go to Vegas, or you can go to The Hacienda," is what got this world-record-setting idea off the ground and into the air for a couple of months. Yep, I said months.Joe Salas (New Atlas)
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1959.
Utah and California are starting to require businesses to tell you when you're talking to AI
States are cracking down on hidden AI, but the tech industry is pushing back
https://www.techspot.com/news/110091-utah-california-starting-require-businesses-tell-you-when.html
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Keep America Flying: Senate Pushes Bill To Pay Aviation Workers During Shutdown
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MySafeSpace – whitehouse.gov
We're Democrats in the House and Senate. We love DEI, transgender for everyone, healthcare for illegals and shutting down the government! We couldn't care less if our military gets paid or Americans' safety.
mysafespace – The White House
We're Democrats in the House and Senate. We love DEI, transgender for everyone, giving healthcare to illegals and shutting down the government!The White House
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Maryland judge faces scrutiny over Halloween display amid high-stakes climate lawsuit
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A Maryland Supreme Court Justice is facing criticism over a Halloween display that's raising questions about his ability to remain impartial.WBFF
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Ginny and Alito can fly their flags upside down, which wasn’t even connected to a decorating holiday.
Also plausible deniability since it could have been the kids.
Why are Republicans so intent on showing how bad they are at critical thinking?
Why are Republicans so intent on showing how bad they are at critical thinking?
It plays perfectly with their base.
World leaders, remember that future generations will judge you. At Cop30, you can define how
World leaders, remember that future generations will judge you. At Cop30, you can define how
Keir Starmer is taking the lead on tackling the climate crisis. With the US backing away, now is the moment when other nations must step up, says former UK prime minister Gordon BrownGordon Brown (The Guardian)
Current generations are judging them now and they don’t care.
Even if there are future generations why should leaders care about what they think? The leaders will all be dead by then.
Andrew to be stripped of his final military title by King, minister says
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Wrist-Cut Transformation Subculture ✡ Menhera-chan - Capitolo 6
Con questo capitolo subito dopo un'altra grande battaglia, non succede assolutamente niente, se non che si scopre che il gattino che accompagna...
mensileOSM 6 (Ottobre 2025)
mensileOSM 6 (Ottobre 2025)
Il nuovo logo di OpenStreetMap Veneto, a cura di giopera Iniziative di mapping Il progetto comunitario di ottobre riguardava la mappatura dei numeri civici. In un mese sono stati mappati 31.015 civici.OpenStreetMap Community Forum
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Marjorie Taylor Greene tells Bill Maher she believes extraterrestrials are demons
Georgia Republican lawmaker also claims she didn’t know Rothschild family, of her ‘space laser’ theory, was Jewish
Republican US House member Marjorie Taylor Greene has said she believes in demons, surmising that they might be aliens who fell from heaven, and claims to have been unaware that key figures in the antisemitic space lasers conspiracy she floated were Jewish.
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Greene’s appearance on Maher’s show perhaps made evident the ideological distance between the congresswoman – who has conspicuously avoided directly criticizing Trump himself – and some of her newer, cross-aisle admirers.
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Trump’s MRI scan raises specter of secrecy in presidential health
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Trump is the oldest person to be elected president, and his aides and allies have long projected him as the picture of strength and vitality.
Outside physicians initially raised questions after Trump visited Walter Reed Military Medical Center earlier this month for what the White House described as a routine follow-up visit, though it was his second visit in six months.
Trump’s MRI scan raises specter of secrecy in presidential health
President Trump’s off-the-cuff disclosure that he underwent an MRI scan is raising fresh questions about the secrecy surrounding Trump’s health and the need for presidents to be more transparent.Nathaniel Weixel (The Hill)
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Grizzlies suspend Morant for conduct detrimental to the team
The Memphis Grizzlies suspended star point guard Ja Morant for one game due to conduct detrimental to the team, it was announced Saturday.The suspension by the Grizzlies comes one day after a frustrated Morant told reporters to "go ask the coaching staff"' about his struggles during Memphis' 117-112 loss to the Los Angeles Lakers on Friday night.
Grizzlies suspend Ja Morant for 1 game for detrimental conduct - ESPN
The Grizzlies suspended star point guard Ja Morant for one game because of conduct detrimental to the team.ESPN
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How to play multiplayer with a copy of BG3 acquired a certain way
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Ti presentiamo il nuovissimo Affinity: design professionale, ora gratuito per tutti
Ti presentiamo la nuovissima Affinity, un'app di progettazione professionale completamente ripensata che combina strumenti di fotoritocco, progettazione vettoriale e impaginazione in un'unica piattaforma veloce e reattiva, ora completamente gratuita per tutti.
Quando Affinity è entrata a far parte della famiglia Canva lo scorso anno, abbiamo promesso di preservarne la potenza ampliandone al contempo le possibilità. Oggi quella visione diventa realtà con la nuovissima Affinity: un'app creativa di livello professionale che riunisce strumenti vettoriali, fotografici e di layout in un'unica piattaforma ad alte prestazioni. Completa di tutte le funzionalità. Veloce come un fulmine. E completamente gratuita.
Per troppo tempo, i designer professionisti non hanno avuto quasi nessuna scelta sugli strumenti da utilizzare, da software pesanti che li rallentavano, ad abbonamenti che si accumulavano e flussi di lavoro che interrompevano la creatività. In tutta la comunità creativa abbiamo sentito le stesse frustrazioni: una richiesta di velocità, potenza e libertà. I designer hanno chiesto gli strumenti che amano, quindi li abbiamo ascoltati e abbiamo creato qualcosa di meglio.
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Dippy
in reply to socialistpartyca • • •curbstickle
in reply to Dippy • • •I was only able to get a few minutes in.
The complaint started off with "They like the aesthetic but don't know how to get there or have the engineering to do it!".
Actually, correcting myself, it started with an in-video ad for a computer desk.
After I skipped that nonsense, it got to the complaint, which amounted to "people like the aesthetic of these videos! But there are engineering issues with some of these works of art that aren't actual engineering but instead just movies and videos people like the aesthetics of!"
and that'd be when I stopped watching.
vudu
in reply to curbstickle • • •He goes on to have, what I believe, is a valid complaint: Leftists have ideals which block progression towards our goals.
One example: Instead of building a wind farm, we are arguing about economic impact, and then still stay on coal while we that argument occurs.
I think overall the video misses the point. The complaints are that bureaucracy/red tape/seeking perfection (in states such as CA) prevent society from doing things with impact such as building high speed rail, creating 15 minute communities (Shout out to !15minutecity@slrpnk.net), and providing shelter for all.
This is completely valid, but it has nothing to do with solarpunk.