The US considers lifting the ban on NVIDIA's H200 AI chips to China—what does this really mean? Returning expert TP Huang joins Carl Zha for a deep dive into the state of Chinese AI and semiconductors. We break down the potential impact of H200, why Huawei's Ascend chips are the real story, and how companies like DeepSeek are pioneering the future. From the battle for compute supremacy to robotics and the race for AGI, this is an unmissable update on the technological cold war.
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