ChinaTalk

EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart

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So we're selling AI chips to China now. Chris Miller, author of Chip Wars, and Lennart Heim at RAND join to discuss:

  • What are the tradeoffs involved in selling
  • Why China is talking like they don't even want the H20s
  • Why selling HBM and semiconductor manufacturing equipment might be an even bigger deal than Nvidia chips

    • Check out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls! https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/

    Outtro Music: It's a Shame, The Spinners, 1970

    https://www.youtube.com/watch?v=uRQQudHLi0A&ab_channel=TheSpinners-Topic


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    ChinaTalkBy Jordan Schneider
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