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AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

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Manage episode 512282706 series 2076274
Content provided by Jordan Schneider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Schneider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0.

Today, our conversation covers:

  • Huawei vs Nvidia, and whether China can compete with US AI chip production,

  • Signs that chip export controls are working,

  • Why Jensen is full of it when he says China is “nanoseconds behind”

  • What sets AI chips apart from other industries China has indigenized,

  • How the US has escalation dominance in a trade war with China, and the significance of BIS’s 50% rule,

  • Chris’s advice for young professionals, including why they should still consider working in government.

    Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

457 episodes

Artwork
iconShare
 
Manage episode 512282706 series 2076274
Content provided by Jordan Schneider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Schneider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0.

Today, our conversation covers:

  • Huawei vs Nvidia, and whether China can compete with US AI chip production,

  • Signs that chip export controls are working,

  • Why Jensen is full of it when he says China is “nanoseconds behind”

  • What sets AI chips apart from other industries China has indigenized,

  • How the US has escalation dominance in a trade war with China, and the significance of BIS’s 50% rule,

  • Chris’s advice for young professionals, including why they should still consider working in government.

    Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

457 episodes

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