2025-07-09
Very interesting story from Bloomberg (@imandylin2, @mackhawk and others): China Wants 115,000 Nvidia Chips to Power Data Centers in the Desert https://www.bloomberg.com/...
Bloomberg
Analysis: Chinese companies aim to install 115K+ US-sanctioned Nvidia H100 and H200 chips in 39 data centers across China's western deserts, mostly in Xinjiang
https://www.bloomberg.com/news/ articles/2025-07-08/latest-tariff-pause - shows-limits-of-trump-s-frenzied- dealmaking
2025-04-24
The White House just announced that it aims to grow AI-related apprenticeships. For context on the current landscape, check out my @CSETGeorgetown report from February (w/ Luke Koslosky) analyzing the state of these programs: [image]
Bloomberg
Trump signs an EO to boost AI education and workforce training, and establishes an AI education task force led by White House OSTP Director Michael Kratsios
President Donald Trump signed an executive action to boost artificial intelligence education and workforce training …
2022-07-21
Very interesting analysis. How quickly SMIC is able to ramp up 7nm sales will likely depend on the following: 1. How high is SMIC's 7nm yield rate? 2. Considering subsidies, will SMIC be satisfied with a lower yield than TSMC/Samsung/Intel? https://twitter.com/...
SemiAnalysis
A chip teardown shows that China's SMIC is quietly shipping 7nm chips; SMIC is rapidly becoming the world's third largest foundry, behind TSMC and Samsung
The Most Advanced Foundry In The World After TSMC And Samsung — SMIC, China's largest foundry has slowly been catching up to TSMC …