Tech Brew Ride Home Has China Shut The Door On Nvidia?
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Aug 22, 2025 Nvidia faces challenges as it halts H20 chip production due to Chinese concerns. Meanwhile, Elon Musk's potential partnership with Mark Zuckerberg to buy OpenAI generates buzz. The podcast also highlights Meta's massive cloud deal with Google. It discusses the implications of individuals selling their likeness to AI, using a TikTok case study. Lastly, it features Epic Systems' impact on healthcare and insights into its founder's journey in navigating the tech landscape.
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China Pushes Back On NVIDIA H20
- China has urged local firms to avoid NVIDIA's H20 chips over fears of backdoors, prompting NVIDIA to halt H20 production with suppliers.
- This leaves NVIDIA's China market position uncertain as local chip makers gain momentum and regulators push domestic alternatives.
NVIDIA Eyes A China-Specific Chip
- Jensen Huang says NVIDIA is discussing a China-specific follow-on chip (B30A) with the U.S. government as a possible path forward.
- The B30A would be slower than NVIDIA's main B300 but could allow sanctioned access if approved by regulators.
Domestic Chips Are Gaining Traction
- Chinese startups and chipmakers are signaling rapid progress toward homegrown AI stacking that could replace foreign chips.
- Market reactions, like Shanghai chip stocks rising, show investors expect domestic alternatives to gain share.