The Implications of the October Export Controls on NVIDIA

In October 2022 there were expert controls which were put on China by the by the US Department of Commerce explicitly to stop PRC based data centers from being able to acquire NVIDIA compute. Doug: While we could run on unfettered fast and as fast as possible China just doesn't have the engineering chops so remember they can't make the chipsEveryone is relying on TSMC and we we've done as hard as we can to cut them off, he says.