2025-10-31 08:35:00
- Hope the Blackwell can be sold in China but that’s a decision for President Trump to make
- China makes plenty of AI chips itself, and Chinese military have plenty of access to chips made in China
- China has blocked H20, they are saying they have plenty of chips themselves, in terms of national security that’s a sign that China doesn’t want US chips
- AI is evolving to be quite useful to the extent that it is now profitable
- We’re really in the beginning of a ten-year build out of a new computing platform
As a reminder, after the meeting with Xi, Trump said that they did discuss chips and that they’re (the Chinese) going to be talking to Nvidia and others about taking chips. When asked about Blackwell specifically, he answered “we’re not talking about the Blackwell.”
Moreover, US Trade Representative Greer said that the Blackwell
chips were not part of the talks with the Chinese and added that they
are unlikely to be part of future negotiations.
