China tech policy and competition, with Paul Triolo
ChinaTalk
00:00
AI Chips and Geopolitics
This chapter explores the significance of AI chips, distinguishing between edge chips for mobile devices and cloud chips for training algorithms. It highlights Huawei's role in the semiconductor market amid U.S.-China tech tensions and discusses the challenges faced by Chinese firms regarding data privacy and compliance with international standards. The conversation underscores the interconnectedness of the tech markets, the ongoing geopolitical implications, and China's potential for growth in the semiconductor industry.
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