… Chip sales The fate of Nvidia’s business in China is likely going to be on top of the agenda. The U.S. export controls on advanced AI chips have made it difficult for Nvidia to maintain its dominance in China. …
… But they are running into a wall, because the few alternatives to Nvidia are either far weaker or, in China’s case, blocked by the U.S. “Diversification away from Nvidia reduces the Gulf’s dependence on any one commercial vendor, but it doesn’t change the political risk of dependence on the U.S. at… …
… Buy the book Nonfiction Big Tech House of Huawei: The Secret History of China’s Most Powerful Company By Eva Dou Eva Dou’s portrait of Huawei i Huawei Huawei is a Chinese technology company focused on mobile phones and telecommunications, and is seen as a poster child for China’s global tech ambiti… …
… It is a deliberate strategy of vertical integration — owning the chips, the power, the data centers, and the foreign relationships in one go. The projects all share the starting assumption that compute access, power, land, and chip supply are first-order design problems rather than externalities. …