Regulation
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Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.
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American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
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Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.
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More TSMC Fabs in the U.S., Taiwan’s Trump Card
TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.
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An Interview with Benedict Evans About AI Unknowns
An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.
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More Chip Curbs?, Google LLM Status Check
Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google’s current position with LLMs, and the importance of GCP.
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AI Promise and Chip Precariousness
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.