Geopolitics and the Semiconductor Race

This chapter explores China's push for local AI chip production amid rising pressures from Beijing to favor domestic over Nvidia products, reflecting broader geopolitical tensions. It also discusses Nvidia's CEO's insights on U.S. export controls, the challenges in the semiconductor industry, and potential sustainability solutions for increasing energy demands. The dynamics surrounding Intel's competition, potential mergers, and the impact of political relationships on technology companies are also analyzed, revealing the complexities of the current tech landscape.

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