
Thu. 04/17 – Mooooaaar Models!
Tech Brew Ride Home
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US Export Restrictions and the Race for AI Processors
This chapter explores the significant effects of US export restrictions on NVIDIA and Intel, particularly concerning their orders from Chinese clients and the potential revenue losses. It also delves into the responses of Chinese tech companies in seeking alternatives while touching on a personal narrative related to a visit to the Stanley Hotel.
Transcript
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