EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart
ChinaTalk
00:00
Examining NVIDIA's Chip Evolution Amid Regulatory Changes
This chapter explores NVIDIA's new chip developments in the context of U.S. regulatory changes, particularly the release of the B30/B40 models. It examines the impact of performance reductions on the competitive landscape and the implications for market dynamics, especially with rivals like Huawei in the mix.
Transcript
Play full episode
