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“The administration has issued licenses for 750,000 H200 chips, but those licenses are still stalled on the Chinese side. . . . It would triple China’s AI computing power capacity, if those were to go through,” says CFR expert Chris McGuire, discussing the stalled sale of Nvidia’s H200 chips... show more

Council on Foreign Relations

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🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

NEXTA

38,160 views • 3 months ago

significant last-minute development: Nvidia CEO Jensen Huang now joining Trump on his trip to Beijing. Huang has been lobbying the administration hard to loosen export controls on Nvidia's advanced AI chips. He's had some success — the administration already approved sales of its less advanced H200 chips to China. But that decision has been a major flashpoint in Washington, with some lawmakers warning it could give China an edge in the global AI race. AI is expected to be on the agenda when Trump sits down with Xi — both on potential cooperation and on avoiding worst-case scenarios. A senior U.S. official said it plainly: "AI is a rapidly evolving sector, and we have security concerns. I would not be surprised if the leaders touched on some of those concerns."

significant last-minute development: Nvidia CEO Jensen Huang now joining Trump on his trip to Beijing. Huang has been lobbying the administration hard to loosen export controls on Nvidia's advanced AI chips. He's had some success — the administration already approved sales of its less advanced H200 chips to China. But that decision has been a major flashpoint in Washington, with some lawmakers warning it could give China an edge in the global AI race. AI is expected to be on the agenda when Trump sits down with Xi — both on potential cooperation and on avoiding worst-case scenarios. A senior U.S. official said it plainly: "AI is a rapidly evolving sector, and we have security concerns. I would not be surprised if the leaders touched on some of those concerns."

Selina Wang

28,743 views • 3 months ago

US sanctions were meant to put the brakes on China’s chip ambitions, but Beijing is fighting back and pushing companies to buy local chips. JP Lee from VanEck says that this should keep Chinese chipmakers in business 'for a while'

US sanctions were meant to put the brakes on China’s chip ambitions, but Beijing is fighting back and pushing companies to buy local chips. JP Lee from VanEck says that this should keep Chinese chipmakers in business 'for a while'

Reuters

90,513 views • 7 days ago

Trump on a new execution action he just took: "We're going to be making 25% on the sale of those chips basically. So we're allowing them to do it but the United States is getting 25% of the chips in terms of the dollar value."

Trump on a new execution action he just took: "We're going to be making 25% on the sale of those chips basically. So we're allowing them to do it but the United States is getting 25% of the chips in terms of the dollar value."

Aaron Rupar

54,637 views • 7 months ago

Trump just pulled off one of the smartest dealmaking moves in tech history. And Nvidia + China are both getting played. Let me explain... December 2025: Trump announces Nvidia can sell H200 chips to China. BUT the US government takes 25% of every sale. Not a 25% tariff. 25% OF THE REVENUE goes to US Treasury. Jensen Huang celebrates. Stock rallies. January 14, 2026: Commerce Department publishes the REAL terms. Chips manufactured in Taiwan have to TRANSIT through the US for "third-party verification." When they enter US soil? 25% tariff gets applied. So Nvidia pays 25% tariff to import their own chips. THEN Trump takes 25% of the sale price when they ship to China. Nvidia's getting hit TWICE. The math is crazy: H200 costs $30k to make. Nvidia sells for $50k. 25% tariff entering US = $10k to government 25% of sale to China = $12.5k to government Total to US: $22.5k per chip Nvidia's margin: Drops from 70%+ to maybe 15% Chinese companies ordered 2 MILLION H200 chips for 2026. But Nvidia only has 700,000 in inventory. $22,500 × 700,000 chips = $15.75 BILLION to US Treasury. From ONE deal. With ONE company. Now here's where it gets insane... China isn't actually approving these imports. Chinese state media called H200 chips "unsafe." Cyberspace Administration is blocking purchases except for "exceptional circumstances." So Trump negotiated a deal where: - Nvidia thinks they're getting China market access - China's government is quietly blocking the imports anyway - US Treasury collects billions on the few that do get through - Trump gets to claim he's "tough on China" AND "supporting American business" This move kinda makes sense if you think about it. Supreme Court is about to rule Trump's IEEPA tariffs are illegal. That's the $130 billion refund bomb. Trump needs NEW revenue sources to replace tariff income when that ruling drops. So he invents a completely new structure: Not a tariff (court can't overturn). A "licensing fee" (executive authority). On chips that are "national security sensitive" (unchallengeable). This is the blueprint for Tariffs 2.0. When Supreme Court kills IEEPA authority Trump just pivots to "licensing fees" on every strategic export. Can't challenge it as a tariff because it's not a tariff. It's a "condition of export approval." The semiconductor industry just became Trump's test case. And Nvidia walked right into it because Jensen spent 6 months lobbying for "market access." Meanwhile China's playing the long game: They're not approving H200 imports. They're forcing their companies to use domestic chips (inferior but improving). Accelerating DeepSeek-style efficiency research. Building AI models that work on weaker hardware. In 2-3 years, when Chinese chips catch up, they won't need Nvidia at all. And Trump's "$15.75 billion windfall" becomes $0. But by then he'll have established the legal framework to extract licensing fees from every other strategic export. Everyone thinks Trump's negotiating strategy is "chaos." But look at what he actually accomplished: Created legal precedent for non-tariff trade fees that survive Supreme Court challenges. That's not chaos. That's calculated. What happens next: Supreme Court rules (next 2 weeks). Trump loses on IEEPA tariffs. $130B refund chaos begins. Trump immediately announces "licensing fee" structure for 10 other export categories. Uses Nvidia deal as proof it "works." Markets freak out as every exporter realizes their margins are about to get crushed. China continues blocking H200 imports while building domestic alternatives. Nvidia's stock craters when 2026 guidance shows China revenue never materialized. And Trump goes into 2027 with a completely new trade policy framework that's legally unchallengeable. Everybody's focused on the tariffs. Nobody's watching the licensing fees. This is actually genius.

Trump just pulled off one of the smartest dealmaking moves in tech history. And Nvidia + China are both getting played. Let me explain... December 2025: Trump announces Nvidia can sell H200 chips to China. BUT the US government takes 25% of every sale. Not a 25% tariff. 25% OF THE REVENUE goes to US Treasury. Jensen Huang celebrates. Stock rallies. January 14, 2026: Commerce Department publishes the REAL terms. Chips manufactured in Taiwan have to TRANSIT through the US for "third-party verification." When they enter US soil? 25% tariff gets applied. So Nvidia pays 25% tariff to import their own chips. THEN Trump takes 25% of the sale price when they ship to China. Nvidia's getting hit TWICE. The math is crazy: H200 costs $30k to make. Nvidia sells for $50k. 25% tariff entering US = $10k to government 25% of sale to China = $12.5k to government Total to US: $22.5k per chip Nvidia's margin: Drops from 70%+ to maybe 15% Chinese companies ordered 2 MILLION H200 chips for 2026. But Nvidia only has 700,000 in inventory. $22,500 × 700,000 chips = $15.75 BILLION to US Treasury. From ONE deal. With ONE company. Now here's where it gets insane... China isn't actually approving these imports. Chinese state media called H200 chips "unsafe." Cyberspace Administration is blocking purchases except for "exceptional circumstances." So Trump negotiated a deal where: - Nvidia thinks they're getting China market access - China's government is quietly blocking the imports anyway - US Treasury collects billions on the few that do get through - Trump gets to claim he's "tough on China" AND "supporting American business" This move kinda makes sense if you think about it. Supreme Court is about to rule Trump's IEEPA tariffs are illegal. That's the $130 billion refund bomb. Trump needs NEW revenue sources to replace tariff income when that ruling drops. So he invents a completely new structure: Not a tariff (court can't overturn). A "licensing fee" (executive authority). On chips that are "national security sensitive" (unchallengeable). This is the blueprint for Tariffs 2.0. When Supreme Court kills IEEPA authority Trump just pivots to "licensing fees" on every strategic export. Can't challenge it as a tariff because it's not a tariff. It's a "condition of export approval." The semiconductor industry just became Trump's test case. And Nvidia walked right into it because Jensen spent 6 months lobbying for "market access." Meanwhile China's playing the long game: They're not approving H200 imports. They're forcing their companies to use domestic chips (inferior but improving). Accelerating DeepSeek-style efficiency research. Building AI models that work on weaker hardware. In 2-3 years, when Chinese chips catch up, they won't need Nvidia at all. And Trump's "$15.75 billion windfall" becomes $0. But by then he'll have established the legal framework to extract licensing fees from every other strategic export. Everyone thinks Trump's negotiating strategy is "chaos." But look at what he actually accomplished: Created legal precedent for non-tariff trade fees that survive Supreme Court challenges. That's not chaos. That's calculated. What happens next: Supreme Court rules (next 2 weeks). Trump loses on IEEPA tariffs. $130B refund chaos begins. Trump immediately announces "licensing fee" structure for 10 other export categories. Uses Nvidia deal as proof it "works." Markets freak out as every exporter realizes their margins are about to get crushed. China continues blocking H200 imports while building domestic alternatives. Nvidia's stock craters when 2026 guidance shows China revenue never materialized. And Trump goes into 2027 with a completely new trade policy framework that's legally unchallengeable. Everybody's focused on the tariffs. Nobody's watching the licensing fees. This is actually genius.

Ricardo

44,762 views • 7 months ago

“China not only wants to have this capacity, but they actually want to dominate this capacity globally," says CFR China and emerging technologies expert Chris McGuire, as he testifies before the House Foreign Affairs Committee. McGuire addresses China’s rapid expansion of legacy semiconductor manufacturing. He explains that 60% of the world’s new legacy fabrication plants (also know as fabs) built in the past two years were in China, and that China’s share of global legacy chip capacity is projected to rise from 34% in 2023 to 47% by 2027, compared to 4% in the United States. McGuire warns that China could use that dominance to undercut U.S. and allied firms, push them out of the market, and control 80 or 90% of the global supply of legacy chips, creating strategic and supply chain risks. He argues that the only way to constrain China’s growth in this sector is through controls on semiconductor manufacturing equipment. 🔗 Tap here for more on Chris McGuire's testimony:

“China not only wants to have this capacity, but they actually want to dominate this capacity globally," says CFR China and emerging technologies expert Chris McGuire, as he testifies before the House Foreign Affairs Committee. McGuire addresses China’s rapid expansion of legacy semiconductor manufacturing. He explains that 60% of the world’s new legacy fabrication plants (also know as fabs) built in the past two years were in China, and that China’s share of global legacy chip capacity is projected to rise from 34% in 2023 to 47% by 2027, compared to 4% in the United States. McGuire warns that China could use that dominance to undercut U.S. and allied firms, push them out of the market, and control 80 or 90% of the global supply of legacy chips, creating strategic and supply chain risks. He argues that the only way to constrain China’s growth in this sector is through controls on semiconductor manufacturing equipment. 🔗 Tap here for more on Chris McGuire's testimony:

Council on Foreign Relations

25,814 views • 8 months ago

🚨 JUST IN: The Trump admin has just informed New York they're PULLING $73 MILLION from New York for failing to REVOKE trucking licenses from illegals 53% of licenses issued VIOLATED federal law DOT will BAR NY from issuing ANY CDLs if they still refuse to comply, per Secretary Duffy, as New York has issued 32,000 licenses to foreigners, and those drivers go to OTHER STATES. GREAT start! 👏🏻

🚨 JUST IN: The Trump admin has just informed New York they're PULLING $73 MILLION from New York for failing to REVOKE trucking licenses from illegals 53% of licenses issued VIOLATED federal law DOT will BAR NY from issuing ANY CDLs if they still refuse to comply, per Secretary Duffy, as New York has issued 32,000 licenses to foreigners, and those drivers go to OTHER STATES. GREAT start! 👏🏻

Nick Sortor

529,204 views • 4 months ago

NVIDIA CEO Jensen Huang just admitted the unthinkable: 🇨🇳 China’s AI rivals have become formidable. 🇺🇸 U.S. sanctions failed to stop them. 💥 Huawei’s latest AI chips are now comparable to NVIDIA’s H200. And what’s worse for Washington? Huang says: “China used to be 95% of our market. Now just 50%.” “China has half of the world’s AI researchers.” “They’re filling the gap we left and growing exponentially.” Bonus quote (translated): “I hope every AI developer in the world builds on America’s tech stack.” Translation? You’re allowed to innovate-as long as it’s on our platform, our chips, our control. But China said no. We’re not just building models. We’re building sovereignty.

NVIDIA CEO Jensen Huang just admitted the unthinkable: 🇨🇳 China’s AI rivals have become formidable. 🇺🇸 U.S. sanctions failed to stop them. 💥 Huawei’s latest AI chips are now comparable to NVIDIA’s H200. And what’s worse for Washington? Huang says: “China used to be 95% of our market. Now just 50%.” “China has half of the world’s AI researchers.” “They’re filling the gap we left and growing exponentially.” Bonus quote (translated): “I hope every AI developer in the world builds on America’s tech stack.” Translation? You’re allowed to innovate-as long as it’s on our platform, our chips, our control. But China said no. We’re not just building models. We’re building sovereignty.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

124,910 views • 1 year ago

The US government just admitted it made a mistake. Months ago, Dario Amodei went on camera and compared selling AI chips to China to “selling nuclear weapons to North Korea.” Today, the Trump administration quietly started proving him right. Here’s what just dropped. Bloomberg is reporting that US officials are now considering capping Nvidia H200 chip sales to 75,000 per Chinese customer. AMD’s MI325 chips count toward the same cap. Total China allocation, roughly 1 million chips. Back in December 2025, Trump opened the floodgates. He approved H200 exports to China with a 25% fee. Nvidia couldn’t take orders fast enough. ByteDance, Alibaba, Tencent, they all lined up. Orders exceeded 2 million chips and over $54 billion worth. Then Dario Amodei walked into Davos and said what no one in Silicon Valley would say. “We are years ahead of China in chipmaking. It would be a big mistake to ship these chips.” “The CEOs of Chinese companies explicitly say the embargo is what’s holding them back.” He didn’t stop there. “Imagine 100 million people smarter than any Nobel Prize winner, in a data center, under the control of one country.” “This is crazy. It’s like selling nuclear weapons to North Korea and bragging that Boeing made the sale.” Washington laughed it off, Jensen Huang lobbied harder and nvidia’s stock soared. But behind closed doors, something shifted. The administration started talking caps and limits. Not the open pipeline they promised, a controlled drip. 75,000 chips per Chinese company. That sounds like a lot, it’s not. ByteDance alone wanted over 200,000. The H200 is the chip that trains the next generation of AI models. 75,000 gets you a strong inference cluster, it does not get you a frontier lab. And here’s the part no one is talking about. AMD is included, not just Nvidia. If a Chinese company buys 50,000 H200s and 25,000 MI325s, they’ve hit the cap. There is no workaround. This means the US government is now treating advanced AI compute like a controlled substance. That is a fundamentally different posture than three months ago. Dario Amodei called this the most important national security question of the decade. He was mocked and was called a “doomer.” Today, the policy is moving in his direction. One million chips is still an enormous amount of compute entering China. At $27,000 each, that’s roughly $27 billion worth. Amodei would tell you it’s still too much and he might be right. But the era of unrestricted AI chip exports to China appears to be ending before it truly began. The question now isn’t whether to restrict, It’s how much. And who in Washington has the nerve to answer that honestly , when Nvidia’s lobbying budget is measured in the hundreds of millions.

The US government just admitted it made a mistake. Months ago, Dario Amodei went on camera and compared selling AI chips to China to “selling nuclear weapons to North Korea.” Today, the Trump administration quietly started proving him right. Here’s what just dropped. Bloomberg is reporting that US officials are now considering capping Nvidia H200 chip sales to 75,000 per Chinese customer. AMD’s MI325 chips count toward the same cap. Total China allocation, roughly 1 million chips. Back in December 2025, Trump opened the floodgates. He approved H200 exports to China with a 25% fee. Nvidia couldn’t take orders fast enough. ByteDance, Alibaba, Tencent, they all lined up. Orders exceeded 2 million chips and over $54 billion worth. Then Dario Amodei walked into Davos and said what no one in Silicon Valley would say. “We are years ahead of China in chipmaking. It would be a big mistake to ship these chips.” “The CEOs of Chinese companies explicitly say the embargo is what’s holding them back.” He didn’t stop there. “Imagine 100 million people smarter than any Nobel Prize winner, in a data center, under the control of one country.” “This is crazy. It’s like selling nuclear weapons to North Korea and bragging that Boeing made the sale.” Washington laughed it off, Jensen Huang lobbied harder and nvidia’s stock soared. But behind closed doors, something shifted. The administration started talking caps and limits. Not the open pipeline they promised, a controlled drip. 75,000 chips per Chinese company. That sounds like a lot, it’s not. ByteDance alone wanted over 200,000. The H200 is the chip that trains the next generation of AI models. 75,000 gets you a strong inference cluster, it does not get you a frontier lab. And here’s the part no one is talking about. AMD is included, not just Nvidia. If a Chinese company buys 50,000 H200s and 25,000 MI325s, they’ve hit the cap. There is no workaround. This means the US government is now treating advanced AI compute like a controlled substance. That is a fundamentally different posture than three months ago. Dario Amodei called this the most important national security question of the decade. He was mocked and was called a “doomer.” Today, the policy is moving in his direction. One million chips is still an enormous amount of compute entering China. At $27,000 each, that’s roughly $27 billion worth. Amodei would tell you it’s still too much and he might be right. But the era of unrestricted AI chip exports to China appears to be ending before it truly began. The question now isn’t whether to restrict, It’s how much. And who in Washington has the nerve to answer that honestly , when Nvidia’s lobbying budget is measured in the hundreds of millions.

Milk Road AI

18,718 views • 5 months ago

The US Department of Transportation told Minnesota Governor Tim Walz he has 30 days to revoke all licenses issued to illegals or lose $30 MILLION in federal highway tunding 1/3 of all non-domiciled commercial CDLs in Minnesota were issued to illegal immigrants “Federal Motor Carrier Safety Administration audit has found that one third of Minnesota's non I'm going to mispronounce this non-domiciled commercial driver's licenses were issued illegally. — So Minnesota officially has an ultimatum. They have 30 days to revoke those illegally issued licenses, or else we will pay a significant price in the form of $30 million of federal highway funding. Sean Duffy, the U.S. Transportation Secretary, said, quote, Minnesota failed to follow the law and is illegally doling out trucking licenses to unsafe, unqualified non-citizens, endangering American families on the road. That abuse stops now under the Trump administration. The audit found that the state of Minnesota issued licenses to drivers who were quote, prohibited from holding a non-domiciled commercial CDL.”

The US Department of Transportation told Minnesota Governor Tim Walz he has 30 days to revoke all licenses issued to illegals or lose $30 MILLION in federal highway tunding 1/3 of all non-domiciled commercial CDLs in Minnesota were issued to illegal immigrants “Federal Motor Carrier Safety Administration audit has found that one third of Minnesota's non I'm going to mispronounce this non-domiciled commercial driver's licenses were issued illegally. — So Minnesota officially has an ultimatum. They have 30 days to revoke those illegally issued licenses, or else we will pay a significant price in the form of $30 million of federal highway funding. Sean Duffy, the U.S. Transportation Secretary, said, quote, Minnesota failed to follow the law and is illegally doling out trucking licenses to unsafe, unqualified non-citizens, endangering American families on the road. That abuse stops now under the Trump administration. The audit found that the state of Minnesota issued licenses to drivers who were quote, prohibited from holding a non-domiciled commercial CDL.”

Wall Street Apes

183,964 views • 8 months ago

[1] Continuing my thread on the big Trump–Xi summit day through the lens of Chinese social media. 🧵👇 It’s time for the state banquet. Xi and Trump have both delivered their speeches and toasts, but on Chinese social media, people are more interested in what “Old Musk” (Elon Musk), Tim Cook, Jensen Huang, and the other business heavyweights are up to. The mood before the banquet is relaxed, with guests chatting, mingling, and taking photos.

[1] Continuing my thread on the big Trump–Xi summit day through the lens of Chinese social media. 🧵👇 It’s time for the state banquet. Xi and Trump have both delivered their speeches and toasts, but on Chinese social media, people are more interested in what “Old Musk” (Elon Musk), Tim Cook, Jensen Huang, and the other business heavyweights are up to. The mood before the banquet is relaxed, with guests chatting, mingling, and taking photos.

Manya Koetse

69,723 views • 3 months ago

🚨 THE AI BUBBLE IS STARTING TO CRACK. In the last 30 days: – Microsoft cut Claude Code licenses – Uber blew through its AI budget in 4 months – Uber's COO questioned AI spending – Fortune 20 companies started slashing token usage – One firm burned $500M on Claude in a month – H200 rental prices collapsed from $7/hr to $4/hr The people actually paying the AI bills are pulling back. Wall Street is still pricing perfection.

🚨 THE AI BUBBLE IS STARTING TO CRACK. In the last 30 days: – Microsoft cut Claude Code licenses – Uber blew through its AI budget in 4 months – Uber's COO questioned AI spending – Fortune 20 companies started slashing token usage – One firm burned $500M on Claude in a month – H200 rental prices collapsed from $7/hr to $4/hr The people actually paying the AI bills are pulling back. Wall Street is still pricing perfection.

Crypto Rover

536,284 views • 2 months ago

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

244,339 views • 26 days ago

🚨🚨🚨MAJOR BREAKING TRADE UPDATE Chinese President Xi Jinping is GHOSTING Donald Trump. As the Trump administration escalates its trade war, and as China retaliates, the Trump Administration says they are waiting for Xi Jinping, the Chinese leader, to call. But Mr. Xi has flown instead to Southeast Asia this week to meet with leaders there to try to persuade them to stand with China in the trade war. Art of the deal. 🤡

🚨🚨🚨MAJOR BREAKING TRADE UPDATE Chinese President Xi Jinping is GHOSTING Donald Trump. As the Trump administration escalates its trade war, and as China retaliates, the Trump Administration says they are waiting for Xi Jinping, the Chinese leader, to call. But Mr. Xi has flown instead to Southeast Asia this week to meet with leaders there to try to persuade them to stand with China in the trade war. Art of the deal. 🤡

CALL TO ACTIVISM

556,971 views • 1 year ago

Chip War Author Chris Miller says China's spending on chips and data centers doesn't reflect the same sense of urgency around AGI seen in the U.S. In response, John Coogan asks whether China is actually behind or simply operating on a much longer timeline. Chris: The puzzle is why isn't Xi Jinping more AGI-pilled? China has been underspending on AI for the last four years. I think it's because the Chinese government just doesn't really believe that AI is going to be nearly as important as we do. If they did believe it, they'd be buying H200 chips and spending more on data centers, and they're not doing it. John: Is it possible that China believes in AGI, but they just have longer timelines? China might not be necessarily behind the ball. They might just be optimizing for a 2035 AGI. Chris: I think one explanation is that the U.S. is a service-sector-heavy economy and is going to be more impactful in services first, manufacturing second. Second, U.S. firms could be more tech-forward. You see this in cloud computing. China has a tiny cloud computing market relative to GDP because its large enterprises just don't want to move to the cloud. Third, we should be open to the prospect that the Chinese government just hasn't gotten the memo yet. You know, for better or for worse, we have no deficit of VCs and tech entrepreneurs in government.

Chip War Author Chris Miller says China's spending on chips and data centers doesn't reflect the same sense of urgency around AGI seen in the U.S. In response, John Coogan asks whether China is actually behind or simply operating on a much longer timeline. Chris: The puzzle is why isn't Xi Jinping more AGI-pilled? China has been underspending on AI for the last four years. I think it's because the Chinese government just doesn't really believe that AI is going to be nearly as important as we do. If they did believe it, they'd be buying H200 chips and spending more on data centers, and they're not doing it. John: Is it possible that China believes in AGI, but they just have longer timelines? China might not be necessarily behind the ball. They might just be optimizing for a 2035 AGI. Chris: I think one explanation is that the U.S. is a service-sector-heavy economy and is going to be more impactful in services first, manufacturing second. Second, U.S. firms could be more tech-forward. You see this in cloud computing. China has a tiny cloud computing market relative to GDP because its large enterprises just don't want to move to the cloud. Third, we should be open to the prospect that the Chinese government just hasn't gotten the memo yet. You know, for better or for worse, we have no deficit of VCs and tech entrepreneurs in government.

TBPN

33,706 views • 2 months ago

HAS TRUMP JUST BACK STABBED ANOTHER ALLY, TAIWAN? U.S. readout of Trump-Xi talks makes no reference to Taiwan. Chinese readout says Xi Jinping told Trump that if the Taiwan issue were handled poorly, it could lead to a clash with the United States.

HAS TRUMP JUST BACK STABBED ANOTHER ALLY, TAIWAN? U.S. readout of Trump-Xi talks makes no reference to Taiwan. Chinese readout says Xi Jinping told Trump that if the Taiwan issue were handled poorly, it could lead to a clash with the United States.

Rahul Shivshankar

24,380 views • 3 months ago

NYS taxpayers are chipping in $4.7m toward the $17m price tag to expand capacity in the Town of Henrietta where a lack of power has stalled development. If towns are out of power now, what happens when electrification mandates go into effect? I asked the RG&E CEO about it:

NYS taxpayers are chipping in $4.7m toward the $17m price tag to expand capacity in the Town of Henrietta where a lack of power has stalled development. If towns are out of power now, what happens when electrification mandates go into effect? I asked the RG&E CEO about it:

Jennifer Lewke

30,733 views • 1 year ago

600,000 student visas are expected to be issued to Chinese nationals. This administration has now publicly confirmed China’s involvement in interfering with the 2020 U.S. election. I have contacted both the White House and the State Department to ask whether they still plan to approve these visas for 600,000 Chinese students. I will update you if we receive a response.

600,000 student visas are expected to be issued to Chinese nationals. This administration has now publicly confirmed China’s involvement in interfering with the 2020 U.S. election. I have contacted both the White House and the State Department to ask whether they still plan to approve these visas for 600,000 Chinese students. I will update you if we receive a response.

Breanna Morello

149,730 views • 1 month ago