In this episode, we dig deep into Nvidia's $50 billion conundrum: the escalating U.S. export restrictions that are redrawing the map of the global AI chip race. How did a top-tier American chipmaker become collateral in a geopolitical chess match?

We break down the numbers, compare rising Chinese alternatives like Huawei’s Ascend, and explore what this fracture means for the future of AI development.

No hype—just straight analysis and sharp context from the frontlines of tech and policy.