Lex Fridman Podcast of AI Nvidia Returns to China’s AI Market
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Jul 21, 2025 Nvidia's triumphant return to the Chinese AI market has sparked waves of excitement and debate. The launch of compliant H20 AI chips signals a pivotal moment amid ongoing U.S. export restrictions. Experts discuss the potential financial boons for Nvidia and the implications for the tech landscape. Shifts in geopolitics surrounding AI technology add a fascinating layer to the story, as the balance of power between Washington and Shenzhen evolves. Dive into the intricate dance of innovation and regulation in the AI sector!
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NVIDIA Resumes China Chip Sales
- NVIDIA is resuming sales of its H20 AI chips to China after regulatory pauses.
- These chips are the most powerful allowed under current U.S. export control laws.
Singapore as Chip Trade Middleman
- China circumvents U.S. chip restrictions by purchasing through Singapore.
- About 30% of NVIDIA's revenue from Singapore likely supports China's AI industry indirectly.
Chip Ban's Revenue Impact
- China’s major tech firms stockpiled H20 chips anticipating export bans.
- This pause possibly cost NVIDIA $15-16 billion in revenue since April 2024.