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Jensen has basically the same vision as the Chinese state and DeepSeek. Lower margins, greater volume, commodification, open sourcing. AGI as water an…

Jensen has basically the same vision as the Chinese state and DeepSeek. Lower margins, greater volume, commodification, open sourcing. AGI as water and electricity, embedded in all economic processes. Celestial Infrastructure.He would prefer to see a thousand neoclouds bloom.Gavin Baker: The mega bull case for AI infra