Steve Glinert joins MTS to discuss Huawei's competitive position in global AI infrastructure, US export policy and the diffusion rule tier system, and the slow takeoff view of AI productivity growth. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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Timestamps:

(00:00) Introduction

(01:14) Huawei's Threat to Nvidia

(03:18) Why Nations Choose Huawei

(04:53) Missing the Frontier Edge

(06:48) US Restrictions on Nations

(08:59) Value of Other Nations

(13:59) The Biden Diffusion Rule

(19:49) Restricting AI Model Access

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

US Export Restrictions Are Handing Global AI to Huawei | Steven Glinert

MTS

US Export Restrictions Are Handing Global AI to Huawei | Steven Glinert