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Podcast: ChinaTalk
Episode: AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia
Description: 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,
Wh...