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28min chapter
EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications
ChinaTalk
Apple and Nvidia: a Comparison in Chip Manufacturing
This chapter explores the production capacity and capabilities of Apple and Nvidia in chip manufacturing, highlighting differences in margins and yields. It discusses the challenges of training AI models using large numbers of chips and compares China's chip importing capabilities to Nvidia's capacity. The chapter concludes with a question about the technical challenges of scaling up chip production for AI hardware accelerators.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode