Technologies
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China Chip Ban Clarifications; Nvidia’s A800; China, Intel, and Tower
The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.
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An Interview with Dan Wang About the China Chip Ban
An Interview with Dan Wang about the China chip ban, the Party Congress, and China and his views of China have changed over time.
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Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
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Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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More on the China Chip Ban, The AI Focus, Apple and YMTC
More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.
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The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
The Biden administration released wide-ranging limits on the exports of chips and chip-making technology to China; it is a position that makes logical sense, even as it makes the status quo more fragile.
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DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats
OpenAI opened up DALL-E 2 to everyone; the biggest driver was probably competition from open alternatives, .which highlight the extent to which OpenAI’s promises of openness have always been relative.