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Export Bans and the H20 Chip Dilemma

This chapter examines the effects of export bans on major tech companies, particularly focusing on the H20 chip designed for the Chinese market. It discusses the financial ramifications due to new licensing requirements and the challenges posed by ongoing government restrictions on advanced technology sales to China. The conversation also reflects on the competitive landscape for chip manufacturers and the potential for open-source alternatives to disrupt NVIDIA's market dominance.

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