ChinaTalk: EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart
Published by The Lawfare Institute
in Cooperation With
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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 is China 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
Outro Music: It’s a Sham, The Spinners, 1970
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Jordan Schneider is the host of the ChinaTalk podcast and newsletter. He previously worked at Kwai, Bridgewater and the Eurasia Group. His Chinese landscape paintings "show promise."
