Chinese tech giant by dance has bought one billion in NVIDIA GPUs, which is about 100,000 units of pretty advanced and video GPU. There's a special pressure in China to kind of hog these units because of the export controls the US government has imposed on China. This is all part of the kind of geopolitics of the semiconductor hardware, supply chain, that sort of thing.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode