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Michael Kratsios’s Vision for U.S. Tech Leadership, H20 Export Controls, and Huawei’s Ascend 920

The AI Policy Podcast

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Tech Showdown: U.S. Export Controls and Huawei's Challenge

This chapter explores the impact of the Trump administration's export controls on NVIDIA's H20 chips to China, examining how both U.S. administrations have navigated technological leadership. It highlights NVIDIA's strategic response and financial implications while comparing Huawei's emerging Ascend 920 chip and its challenges in competing with NVIDIA's established dominance. The discussion underscores the competitive dynamics within the semiconductor industry, particularly as China accelerates its AI ambitions amid evolving regulations.

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