H20s to China + 15% with Chris Miller and Lennart Heim

This podcast episode features Jordan Schneider, Lennart Heim, and Chris Miller discussing the complexities surrounding the sale of Nvidia's H20 chips to China. They delve into the history of the H20 chip, its technical specifications compared to other chips like the Blackwell and Huawei's offerings, and the strategic implications of selling AI chips to China. The conversation covers arguments for and against the sale, including the potential impact on China's AI ecosystem, the risk of military applications, and the economic benefits for US companies. They also analyze China's perspective, including potential security concerns and the desire for technological self-sufficiency, as well as the political economy influencing decisions from both the US and Chinese sides, including the potential for trade negotiations and the role of key players like Nvidia and Chinese tech firms.