EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart
ChinaTalk
00:00
Navigating the AI Semiconductor Landscape
This chapter reflects on the ongoing complexities of the China AI Semiconductor Export Control situation, expressing gratitude towards the audience. It explores the implications of export controls on major Chinese tech companies, such as Tencent and Alibaba, while discussing the strategic competition in the semiconductor market, particularly regarding H20 chips and Huawei. The conversation also highlights the geopolitical ramifications of dependency on Chinese technology and the evolving dynamics of U.S.-China relations in the context of artificial intelligence advancements.
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