EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart
ChinaTalk
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Geopolitics of AI Chip Sales
This chapter examines the debate over selling AI chips to China and its strategic implications for the U.S., focusing on the balance between maintaining technological dependency and fears of enhanced Chinese military capabilities. It analyzes the competitive landscape of AI chips, particularly the performance of the H20 chip, and discusses the evolving strategies of major Chinese companies amid geopolitical tensions. The chapter highlights the interconnectedness of semiconductor production and international relations, underscoring the complexity of navigating AI leadership in a multipolar world.
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