Cloud Computing in China

Chinese firms are increasingly reliant on US cloud providers to have access to the latest and greatest NVIDIA chips. Given export control restrictions, there'll be some wiggle room with chips to sort of stay around capabilities that have been developed in 2020 and 2021. "I find it very hard to imagine a world in which two to three years from now when it becomes even clearer that these models and the inference needed to power them is something that the US is providing China"