Don't Worry About the Vase Podcast Please Do Not Sell B30A Chips to China
Oct 29, 2025
The discussion dives into the high-stakes arena of U.S.–China chip negotiations. It highlights the dangers of exporting B30A chips, which would boost China's AI capabilities and threaten U.S. leadership. Analysts weigh in on how these chips could erase America’s compute advantage and the political ramifications tied to such decisions. The podcast also debates Huawei's limitations in replacing lost access to critical technology. Lastly, it warns against the implications for global AI safety, as empowering China could lead to reckless advancements.
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Block B-30A Exports To China
- Do not allow export of the B-30A chip or relax semiconductor manufacturing imports to China.
- Selling B-30As would hand China compute parity and undermine U.S. AI and strategic advantages.
B30A Would Dramatically Shrink U.S. Compute Lead
- The B30A would be roughly half a B300 with similar performance per dollar, far exceeding Chinese chips.
- Permitting its export could collapse the U.S. compute lead and even give China an overall compute advantage.
China Faces Severe Chipmaking Bottlenecks
- China cannot quickly backfill lost imports with domestic chips because of tool and HBM bottlenecks.
- U.S. and allied controls on chipmaking tools leave China far behind in processor and HBM capacity.